Private Wealth Management Associate Advisor - Sudbury, ON

NORMAN PICHÉ & ASSOCIATES is a leading Sudbury based Private Wealth Management practice. We provide a full range of financial products and services to more than 395 families*, entrepreneurs, professionals and business owners in the Sudbury and surrounding areas.  We have been in practice for 21 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/managed and disciplined individual with an entrepreneurial spirit who has a passion for servicing and working with clients.

The opportunities

• Be part of one of the top Investors Group Private Wealth Management teams in Ontario
• Front of the line access to Investors Group Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Team
• Be mentored by one of the most experienced and successful Investors Group advisors in Ontario
• Opportunity to build and be rewarded for your own equity; and
• Join a company that finished first, for 9 consecutive years, in the ‘Ongoing Training’ category of the Investment Executive Dealers’ Report Card among Full-Service Dealers.(2009-2017)

 SPECIFICALLY YOU WILL

• Provide financial planning support to Norman Piché & Associates Private Wealth;
• Develop and formulate concepts, using a financial planning software, intended to implement financial planning strategies;
• Support all business development activities and assist in the development of investment plans and written proposals for prospects and clients;
• Complete needs analysis for clients using a Financial Planning Software;
• Prepare presentations and concept pieces for use in implementing financial planning strategies; 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

• Experience in the financial services industry;
• Knowledge of financial planning systems (PFP, NaviPlan, etc.);
• Knowledge of tax and financial planning products and services (personal and collective);
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), in BC, Life License Qualification Program (LLQP) or willing to obtain;
• CFP® designation or willing to obtain.
• Strong interpersonal skills and demonstrated ability to build relationships.

Norman Piché & Associates is affiliated with Investors Group which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with us, you enter into a relationship backed by an industry leader that Canadians have trusted for more than 90 years.

MISSION

Our mission is to help clients achieve financial security through personal, business and estate planning. By understanding clients’ financial situation and future goals we focus our resources on helping clients achieve, grow, protect and preserve their wealth through an informed decision-making process. Personalization is the key to a successful financial plan.

CONTACT US

Please email your resume to: Norman.piche@igprivatewealth.com and; Jennifer.sime@igprivatewealth.com