Vacancy Description
Elevate your financial planning career as a Remote Advisor with IGM Financial in Thunder Bay, Ontario. Support clients while managing a competitive compensation package, including bonuses and benefits.
This role is designed for Mutual Fund licensed advisors in IGM's Corporate Channel. You will deliver proactive, holistic planning services, focusing on long-term financial strategies and risk management. Exceptional relationship-building and performance-driven skills are essential as you maintain a strong client base while implementing IG’s comprehensive financial life approach.
Key Responsibilities:
• Provide holistic financial plans considering clients' complete financial situations
• Identify opportunities to enhance relationships while adhering to regulations
• Maintain 85% focus on existing client service and 15% on growth
• Utilize IGWM’s digital tools to maximize efficiency
• Manage daily client interactions and marketing campaigns
Requirements:
• Mutual...
This role is designed for Mutual Fund licensed advisors in IGM's Corporate Channel. You will deliver proactive, holistic planning services, focusing on long-term financial strategies and risk management. Exceptional relationship-building and performance-driven skills are essential as you maintain a strong client base while implementing IG’s comprehensive financial life approach.
Key Responsibilities:
• Provide holistic financial plans considering clients' complete financial situations
• Identify opportunities to enhance relationships while adhering to regulations
• Maintain 85% focus on existing client service and 15% on growth
• Utilize IGWM’s digital tools to maximize efficiency
• Manage daily client interactions and marketing campaigns
Requirements:
• Mutual...
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