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Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Brandon Manitoba (14078) @ IG Wealth Management (IGM Financial Inc.)

Brandon, Manitoba, CanadaOnsiteFull Time
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About this role

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Brandon Manitoba (14078) at IG Wealth Management (IGM Financial Inc.). Location: Brandon, Manitoba, Canada. Role: Provide holistic financial plans, Strengthen client relationships, Deliver proactive client service Requirements: Mutual fund or securities licensed; 3+ years client-facing financial planning; university degree; LLQP/insurance licensing or willingness to obtain; ETF trading; proficiency with digital tools; CFP or F.Pl designation preferred. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial Planning software Certifications: mutual fundd, securities, llqp, provincial licensing exam, cfp () Commitment: Full Time Workplace: Hybrid Languages: English

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