Wealth Management Advisor

Position: Wealth Management Advisor at IG Wealth Management
Take on the Wealth Advisor role at IG Wealth Management, focusing on exceptional financial planning and client engagement in Greater Vancouver. This hybrid position allows you to connect deeply with clients while delivering comprehensive financial solutions.

As part of the Corporate Channel, you will proactively assist clients with their complete financial landscape—from retirement planning to investment strategies. You’ll work toward building strong relationships while maintaining high standards of service delivery, equally balancing between managing current client needs and expanding the client base.

Key Responsibilities:

• Craft full-scope financial plans for clients

• Cultivate and strengthen client relationships responsibly

• Ensure service excellence, focusing on current client satisfaction

• Leverage digital tools to enhance service delivery

• Manage inquiries and execute marketing retention activities

Requirements:

• Mutual fund or Securities licensed

• Minimum of 3 years in financial planning contexts

• Strong sales, relationship, and communication prowess

• Relevant university degree required

• Eagerness to obtain CFP or Financial Planner status

Drive client success as a Wealth Advisor at IG Wealth Management.
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