Associate Consultant

작업 내용

Calvin VanderschuitandJayden Lamb are Certified Financial Advisors on a team which provides a full range of financial products and services to over 350 families, entrepreneurs, professionals, and business owners in Western Manitoba and Canada.

Drawing on previous experience in a financial advisory role, you will be responsible to provide full support for three key areas within the practice: Financial Planning Software, Insurance and Mortgages. This is a support position to aid each of the consultants within our practice for the benefit of our clients. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for financial planning, teamwork, and client service.

The opportunities

• To partner with an experienced and successful Wealth Management team.
• Opportunity to work within an established client base and be rewarded with shared equity.
• Have mentorship and access to support while growing your professional career.

RESPONSIBILITIES

Financial Planning Software

• Learn and become the practice expert in our new Financial Planning Software – Conquest
• Work with clients to information gather to have accurate information to populate client profiles within the software.
• Work with a lead consultant on building a first draft copy of the plan which can be reviewed with the consultant.

Administrative/Client Service Work

• Meeting follow up notes and documentation
• Facilitating client transactions

Insurance

• Learn and become the practice expert in risk management.
• Be involved in client meetings to help with insurance needs analysis and discussion of solutions with a lead Consultant.
• Work directly with the Region Office Insurance Specialist.
• Assist behind the scenes with various insurance carriers to obtain quotes for clients.
• Once a strategy is agreed upon with a client, be responsible for overseeing and managing the insurance from the application stage through to placement.
• Conduct annual insurance reviews for clients.

Mortgages

• Learn and become the practice expert in debt management.
• Be involved in client meetings to help with mortgage needs and discussion of debt management issues with a lead Consultant.
• Work directly with the Region Office Mortgage Specialist.
• Assist behind the scenes with Solutions Banking and Investors Mortgage Department to obtain quotes for clients.
• Once a strategy is agreed upon with a client, be responsible for overseeing and managing the mortgage from the application stage through to placement.
• Conduct annual mortgage reviews for clients.

THE BENEFITS

• Strong total compensation package,including potential equity share of the practice, bonuses, education support, etc.
• Entrepreneurial culture that promises personal growth and development in the high net worth market.
• Modern work environment and flexibility in your schedule.

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

• 3 years of client relationship experience in the financial services industry
• Business Administration Diploma or other post-secondary degree
• Canadian Investment Funds Course (CIFC), Canadian Securities Course (CSC) or Mutual Fund Dealers Association (MFDA) licenced or equivalent
• Life License Qualification Program (LLQP) or willing to obtain
• Strong personal skills and demonstrated ability to build relationships
• Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
• Must be a team player

CONTACT US

Please email your resume to calvin.vanderschuit@ig.ca