Private Wealth Management Associate Advisor - Vancouver, BC

Girard & Associates Private Wealth Management is a leading Vancouver based Private Wealth Management practice. We provide a full range of financial products and services to more than 400 families*, entrepreneurs, professionals and business owners in the Vancouver and surrounding areas.  We have been in practice for over 25 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 opportunity:

• Succession planning opportunity to acquire a portion of a 110+ 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 IG 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;
• Have an existing practice with a minimum of 20 million in assets
• 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 centres 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;
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
• Certified Financial Planner (CFP) Designation or willing to obtain
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

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 bryan.girard@igprivatewealth.com.  We thank all applicants, however, only those under consideration will contacted.