Private Wealth Management Associate Advisor - Grimsby, ON

Larocque Group Private Wealth Management is a leading Private Wealth Management practice in the Grimsby and surrounding area. We provide a full range of financial products and services to more than 300 families throughout the GTA and Niagara Region.  We have been in practice for 23 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:

• 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 a member of a team, mentored by a successful and experienced senior advisor
• Opportunity to build and be rewarded for your contributions to the practice.

 SPECIFICALLY, YOU WILL

• Support all business development and marketing activities and strategies;
• Identify new business opportunities;
• Prepare presentations and concept pieces for use in implementing financial planning strategies;
• Create financial plans and develop planning solutions to achieve client goals;
• 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 team 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 preferable, required to obtain in 3 years from start date;
• Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
• Strong interpersonal skills and affinity for financial planning software

CONTACT US

Please email your resume to Dorianna Hampson, Associate Consultant at Dorianna.hampson@igpwm.ca

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