About Company
For over 90 years, IG Wealth Management has been a leader in providing comprehensive financial planning solutions to Canadians. We believe that true wealth isn’t just about money; it’s about living the life you want, confidently. Our mission is to help clients achieve their financial goals through a holistic planning approach, covering everything from investment management and retirement planning to tax strategies, estate planning, and insurance. With a network of dedicated Advisors across the country, IG Wealth Management prides itself on building long-term relationships based on trust, integrity, and personalized service. We foster a collaborative environment where our Advisors are empowered with industry-leading tools, training, and support to excel and make a significant difference in our clients’ lives.
Job Description
Are you a highly motivated and client-focused individual with a passion for helping others achieve financial success? IG Wealth Management in Langley, British Columbia, is seeking an experienced Wealth Management Advisor to join our dynamic team. In this pivotal role, you will be responsible for building and nurturing strong client relationships, understanding their unique financial aspirations, and crafting tailored strategies to help them reach their goals. This is an exciting opportunity for a professional who is eager to take ownership of their practice, drive growth, and leverage a comprehensive suite of financial products and services. You will act as a trusted partner, guiding clients through various life stages and market cycles, ensuring their financial plans remain robust and aligned with their evolving needs. We are looking for an individual who is not only skilled in financial analysis and strategy but also possesses exceptional communication and interpersonal abilities, capable of simplifying complex financial concepts and inspiring confidence. If you thrive in an entrepreneurial environment supported by a robust national firm, and are dedicated to ethical practice and continuous learning, we encourage you to apply and contribute to our legacy of client success.
Key Responsibilities
- Develop and maintain a robust client base through proactive prospecting, networking, and referrals.
- Conduct comprehensive financial needs analyses to understand clients' current financial situations and future goals.
- Design, implement, and monitor personalized financial plans, including investment strategies, retirement planning, education savings, tax planning, and insurance solutions.
- Educate clients on various financial products, services, and market trends, ensuring informed decision-making.
- Regularly review client portfolios and financial plans, making adjustments as necessary to align with changing circumstances and market conditions.
- Provide exceptional client service, fostering long-term relationships built on trust and mutual respect.
- Stay current with industry trends, regulatory changes, and economic developments that impact financial planning.
- Adhere strictly to all compliance requirements and ethical standards set by regulatory bodies and IG Wealth Management.
- Collaborate with internal specialists (e.g., tax, estate, insurance) to provide integrated solutions for complex client needs.
Required Skills
- Minimum of 3 years of experience in financial services, preferably in wealth management or financial advisory roles.
- Proven ability to acquire new clients and grow a book of business.
- Strong understanding of investment products, insurance, and financial planning principles.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to build rapport and trust with diverse clients.
- Self-motivated, results-oriented, and highly organized.
- Valid securities licensing (e.g., Canadian Securities Course (CSC), Wealth Management Essentials (WME) or equivalent).
- Life License Qualification Program (LLQP) or willingness to obtain within a defined timeframe.
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or working towards it.
- University degree in Finance, Business, Economics, or a related field.
- Existing client base or strong local network in the Langley, BC area.
- Experience with financial planning software and CRM systems.
Perks & Benefits
- Competitive compensation package with performance-based incentives.
- Comprehensive benefits program, including health, dental, and vision coverage.
- Generous retirement savings plan contributions.
- Extensive professional development and training opportunities.
- Access to industry-leading technology and planning tools.
- Supportive team environment and mentorship programs.
- Opportunities for career advancement within a national firm.
- Flexible work arrangements to support work-life balance.
How to Apply
If you are a driven and compassionate financial professional ready to make a significant impact on clients’ lives, we invite you to apply. Please click on the application link below to submit your resume and cover letter. We thank all applicants for their interest; however, only those selected for an interview will be contacted.