Rawluk & Associates Private Wealth Management is one of Victoria’s leading IG Private Wealth Management practices. We provide a full range of financial products and services to more than 200 families, entrepreneurs, professionals and business owners in Victoria.
Drawing on previous experience in an advisory role, you will be responsible for managing and 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 financial planning, business development and client service.
THE OPPORTUNITIES:
• Front of the line access to IG Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
• Partnership with an experienced senior advisor and be part of one of the top practices in all of IG Wealth Management;
• Opportunity to work with established clients, build new relationships 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 retiree, young professional and entrepreneur 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, complete detailed financial plans, and explain product, services and strategies to clients directly.
THE BENEFITS:
• Strong compensation package, including performance bonuses and rewards;
• 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 client facing experience in the financial services industry;
• CFP® designation or willing to obtain;
• Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
• Strong interpersonal skills and demonstrated ability to build relationships and attract
CONTACT US:
Please email your resume to ashley.bateman@igpwm.ca
We thank all applicants, however, only those under consideration will be contacted.