Wealth Planning Specialist


3 Locations
Posted On: December 03, 2018
Last Day to Apply: December 19, 2018

Enhance your career in a dynamic environment where you lend your expertise to the growth of the practice & work as an integral part of a team

The IIROC licensed Wealth Planning Specialist Opportunity

As a Wealth Planning Specialist, you will support IG Wealth Management Financial Advisors in the management of client relationships by providing securities advisory services for high net worth clients and prospects.  In addition, as a subject matter expert in industry trends and products, the Wealth Planning Specialist provides on-the-ground regional support to a variety of Financial Advisors to aid in their development.  Wealth Planning Specialists have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.

Make an impact in this position

Wealth Planning Specialists provide portfolio analysis and client account review services, individual securities research and trade advisory services for high asset clients and prospects.  You will assist Financial Advisors to remain in compliance with the regulatory environment by providing securities trade advice and services. You will also conduct Regional Office training, seminars or communication sessions as required or in conjunction with Head Office. Lastly, you will be the primary local resource for investment expertise as needed by the Financial Advisors.

What we’re looking for in you

We’re looking for dedicated team players with an agile and proactive mindset who want to help Canadians achieve their financial goals. 

  • A minimum of 5 years’ experience in the securities industry, in progressive roles providing client portfolio analysis, account management and trade advice.
  • A valid Securities License with IIROC – Registered Representative/Investment Advisor category.
  • Preference will be given to candidates who possess a University Degree, Canadian Investment Manager (CIM), Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials.
  • Having the Certified Financial Planner (CFP®) designation, or in progress towards completion, is an asset.

About IG Wealth Management

For more than 90 years, IG Wealth Management has built long-term relationships with our clients and their families to look at all aspects of their financial well-being, proactively adjusting and assessing scenarios so our clients and their families can realize their full financial potential. This enables them to be ready to say “yes” to the possibilities that life brings. Today, financial planning and wealth advice is delivered to over a million Canadians coast to coast through our network of IG Financial Advisors. That’s a model we are committed to: Personal financial planning delivered by personal financial planners.

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