Job from partnerJob DescriptionJob Description
Associate Financial Planner
Join an ESTABLISHED & collaborative wealth planning team at ig private wealth management
We’re looking to add an experienced Financial Planner to join our established and growing practice and become an integral part of our collaborative, well-supported team. In this role, you’ll work alongside us in building and strengthening relationships with the practice’s existing clients while contributing to the continued growth and success of the team.
Most importantly, you will help us continue to build a practice that values professionalism, collaboration, and a supportive environment where people genuinely enjoy working together.
What You’ll Do
- Grow the practice through business development and centers of influence
- Build & deliver financial planning strategies and presentations
- Build and strengthen long-term client relationships
- Introduce clients to the expanded capabilities of IG Private Wealth
- Review accounts, advise on recommendations, and communicate strategies with clients
What You’ll Benefit From
- Ability to integrate and elevate client relationships
- Competitive compensation with performance-based rewards
- Access to industry leading advanced financial planning expertise and specialists
- Strong operational support so you can focus on clients and growth
- A collaborative and experienced team environment
Qualifications
- 5+ years in financial services
- Proven success in business development through financial planning
- CIFC & LLQP completed
- CFP® designation completed or in progress
A generous compensation package will be tailored to the candidate’s credentials and experience.
Interested individuals please send your resumes to Write to the company
About Us
You would be joining a well-respected Victoria-based Private Wealth Management practice led by a reputable Senior Financial Consultant with over 30 years of industry experience, supported by a strong Associate and an experienced Practice Manager who help ensure a seamless client and advisor experience.
Our team has over $185M of managed assets & currently serves 175 families, made up of entrepreneurs, professionals, business owners and retirees across Southern Vancouver Island and Metro Vancouver. We’ve built a collaborative, supportive practice where people work hard, support one another, and take pride in doing great work for our clients.
Our focus is simple: trusted advice, strong relationships, and helping clients build lasting financial confidence.
We also invite you to visit our website at: Home | Kucherawy & Associates Private Wealth Management Team
