This is an opportunity to build a career with a leading wealth management organization where you can learn, grow and thrive both professionally and personally. Our Vision is to be the best financial services company serving the long term needs of Canadian individuals.
o We relate to our diverse clients through comprehensive planning.
o In all of our endeavors, we are diligent in our efforts.
o We provide the best paid training and development in the industry.
o We support and encourage community involvement.
o We respect each other and the communities we serve by being people who care.
We are looking for candidates with the following characteristics:
Achievement-orientated
Self-manager
Relationship-building skills
Ability to network effectively
Ability to impact and influence people in a positive way Integrity
Self-confidence
Analytical thinking
Financial stability
Focused on learning and personal growth
Responsibilities include:
Provide ongoing, comprehensive financial planning services for your clients' short- and long-term goals.
Help clients to achieve personalized, diversified, and well-balanced investment portfolios by linking clients' needs to Investors Group's products and services.
Review and monitor clients' financial plans and discuss progress with them on an ongoing basis.
Inform clients about financial planning trends, changes, and legislation that may affect financial plans.
Meet and exceed client expectations by being reliable and responsive to individuals' needs.
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