Job Description

Overview

IG Wealth Management is seeking an experienced individual who has a passion helping families achieve their financial goals, based out of Calgary, AB.

The candidate should hold a valid MFDA or IIROC license and possess at least 2 years of financial planning experience.

Bachelor's Degree (preferred)

Experience: Financial Planning 2 years (required)

License/Certification: Driver's license and your own vehicle for commuting (required)

Benefits

  • Ability to work from the IG Wealth offices in Calgary or remotely
  • Access to IG Wealth specialists such as estate lawyers and accountants
  • Access to IG Wealth investment and insurance specialists
  • Mentorship from senior leadership

Your responsibilities

  • Managing your existing clients while seeking growth opportunities
  • Documenting and keeping record of client interactions
  • Participating in team ac...

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