Associate

Location

Vernon, BC | Canada

Job description

As an Associate, you will support Edward Adams and his team with their financial planning practice, providing a full range of financial products and services for clients.

This is a challenging role that is perfect for someone who is passionate about the financial planning process and excited at the thought of building relationships, and a book of clients, within an already established practice. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.

Your responsibilities will include, but not be limited to:

• Leveraging existing client base and developing Centres of Influence to uncover HNW referral opportunities
• Designing and implementing business development strategies to grow current client base
• Finding more opportunities to serve current clients
• Gathering data from clients to prepare plan/proposals
• Jointly meeting with clients alongside the Senior Financial Consultant
• Helping Financial Consultant and team formulate recommendations for a client
• Building relationships with clients either independently or along with the Senior Financial Consultant
• Generating new business opportunities through relationships with current clients and Centers of Influence

To qualify for this opportunity, you should possess:

• A Mutual Fund or Securities (RR) license and LLQP certification (or willing to obtain)
• Minimum 3 years of industry experience
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point);
• Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face

You should also have the following attributes:

• The ability to connect with, motivate and influence others
• Self-confident but highly coachable with a high level of integrity
• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
• Desire to work in a successful and dynamic practice where each team member may wear more than one hat
• Desire to learn and be mentored by others

Compensation:

• This opportunity offers a fixed earnings range of $100,000-$150,000, in addition to performance incentives*

• Opportunity to build equity ownership in the practice and participation in a guaranteed practice succession plan.**  

*Total compensation year one will be developed through a collaborative discussion of the client family groups that the associate believes will transition with them. 
**Percentage of practice ownership and assured value will be based on the percentage of assets transitioned relative to the overall size of the practice.

About Edward Adams

Edward Adams is a Divisional Director at IG Wealth Management with his own practice located in Kamloops and Vernon, BC. He is committed to helping affluent Canadians manage the complex and evolving needs of their wealth. He takes a holistic approach to his clients’ overall financial well-being. To find out more about Edward or connect with him, you can view his LinkedIn profile here:  Edward Adams | LinkedIn

Job tags

Salary

$100k - $150k per year