Private Wealth Management Associate Advisor - North Bay, ON

Ontario East - 578 Ontario Northeast
North Bay, Ontario

Employment Type: Private Wealth Management


LeBoeuf & Associates is a leading North Bay based Private Wealth Management practice. We provide a full range of financial products and services to more than 220 families*, entrepreneurs, professionals and business owners in the North Bay and surrounding areas.  We have been in practice for 24 years.

 Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice.  You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.

 The opportunities:

  • Succession planning opportunity to acquire a portion of an 80 million dollar* book of business serviced by a long term financial advisor (access to an internal structured  financed succession program that balances the compensation of both the outgoing and incoming financial advisor);
  • Front of the line access to Investors Group Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
  • Be mentored by one of the most experienced  and successful senior advisors** in the 90 year history of  Investors Group.; and
  • Opportunity to build and be rewarded for your own equity.

 Specifically You Will

  • Support all business development and marketing activities and strategies;
  • Identify new business opportunities within the young professionals and entrepreneurs market ;
  • Prepare presentations and concept pieces for use in implementing financial planning strategies;
  • Develop new client relationships from external prospecting and introduction generated from centers of influence;
  • 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                

  • Strong total compensation package, including bonuses and rewards based on sales results;
  • Entrepreneurial culture that promises personal growth and development in the high net worth market; and
  • Modern work environment and flexibility in your schedule

To Qualify for This Opportunity you Should Possess:

  • 5 years of experience in the financial services industry;
  • CFP® designation;
  • IIROC Registered Representative (RR), Life License Qualification Program (LLQP) or willing to obtain;
  • Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

Contact Us

Please email your resume to Susan Gauthier

We thank all applicants, however, only those under consideration will be contacted.

*As of August 2018

**Based on total business credits July 2018

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