ASSOCIATE FINANCIAL ADVISOR
Private Wealth Management Associate Advisor – Oakville, Ontario
R. Sales & Associates Private Wealth Management is currently seeking an independent, driven and career-minded professional. As an established and fastest growing professional full-service advisory firm in the Oakville/Burlington Area, you will immediately see how we are truly “different from the rest.” We strive for excellence every day; at the same time as having fun and enjoying a great work-life balance!
Join a group of highly motivated and successful professionals who provide a full range of financial products and services to over 500 families, entrepreneurs, professionals, and business owners with over 40 years in association with Investors Group Financial Services Inc.
RESPONSIBILITIES:
Provide financial planning support to R. Sales & Associates Private Wealth Management
Support business development and marketing initiatives
Identify new business opportunities within our existing client base
Prepare presentations and concept pieces for use in implementing financial planning strategies.
Develop new client relationships from external sources and support introductions generated from centers of influence and current client referrals
Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.
THE BENEFITS:
Industry leading compensation package that includes a base income, benefits, performance sharing, and bonus
Flexibility and the opportunity to continue building your professional career with no limits
Limitless career development opportunities
A team who embraces technology and offers a modern work environment, that includes the ability to work in a virtual work environment and flexibility in your schedule
REQUIREMENTS:
The successful candidate will have a minimum of 5+ years of financial service experience
Excellent customer service and client relationship management experience
Comfortable working independently
Familiarity with Salesforce, Conquest, or Financial Planning software
Professional designations are an asset
CONTACT US
Please email Amanda Gidaro at amanda.gidaro@igpwm.ca to set up a call or email resumes to Daniel Pelc at daniel.pelc@igpwm.ca .
We thank all applicants, however, only those under consideration will be contacted.
All personal information you share with us is confidential and will be handled in accordance with the Collection, Use and Disclosure of Information provisions outlined in our account opening booklet. You can also find out more information about IG Wealth Management’s practices regarding privacy by reviewing the comprehensive privacy notice on our website,
Privacy and Personal Information | IG Wealth Management