Investors Group Job Application Process
You can get the chance to work at Investors Group by applying online. Below, you can find the detailed information about the hiring process of Investors Group which offers entry-level and managerial positions.
Apply Online Investors Group Jobs
You can be a member of Investors Group family by completing the hiring process which is explained below. In order to finish the application process, you can use the link provided below to access to the online application page where you can find out more about the position for which you want to apply.
As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both challenging and rewarding! IG Wealth Management Associates have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.
Here is a glimpse into a day-in-the-life-of an Associate
You will provide support on financial planning, including the illustration of insurance quotes, along with the development and updating of written financial reports. You will also be responsible for reviewing client files for compliance requirements and new business opportunities. There will be daily client interaction through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services and strategies. As a contributor to the growth of the practice, you support the team in planning and implementation of external marketing strategies.
What we’re looking for in you
We’re looking for dedicated team players with an agile and proactive mindset who want to help Canadians achieve their financial goals. A minimum of 1 to 3 years’ experience in the financial services industry, along with the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC). Preference will be given to candidates who possess the Life License Qualification Program (LLQP) or Registered Retirement Course designation (RRC). The Certified Financial Planner (CFP®) designation is an asset.
Wealth Planning Specialist
As a Wealth Planning Specialist, you will support IG Wealth Management Financial Advisors in the management of client relationships by providing securities advisory services for high net worth clients and prospects. In addition, as a subject matter expert in industry trends and products, the Wealth Planning Specialist provides on-the-ground regional support to a variety of Financial Advisors to aid in their development. Wealth Planning Specialists have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.
Make an impact in this position
Wealth Planning Specialists provide portfolio analysis and client account review services, individual securities research and trade advisory services for high asset clients and prospects. You will assist Financial Advisors to remain in compliance with the regulatory environment by providing securities trade advice and services. You will also conduct Regional Office training, seminars or communication sessions as required or in conjunction with Head Office. Lastly, you will be the primary local resource for investment expertise as needed by the Financial Advisors.
What we’re looking for in you
We’re looking for dedicated team players with an agile and proactive mindset who want to help Canadians achieve their financial goals.
- A minimum of 5 years’ experience in the securities industry, in progressive roles providing client portfolio analysis, account management and trade advice.
- A valid Securities License with IIROC – Registered Representative/Investment Advisor category.
- Preference will be given to candidates who possess a University Degree, Canadian Investment Manager (CIM), Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials.
- Having the Certified Financial Planner (CFP®) designation, or in progress towards completion, is an asset.
We’re looking for dedicated people with an entrepreneurial spirit and an agile and proactive mindset who want to help Canadians achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial advisor with Investors Group requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally.
At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer:
- Have the highest number of Certified Financial Planners in Canada
- Provide industry-leading training, support, and ongoing development throughout your career
- Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
- Offer exceptional income potential, where your earnings are reflective of your efforts.
- Encourage independence and work-life synergy as you plan your schedule
Investors Group Application Form/PDF
You can check whether there is printable application form available for Investors Group and you can download it if there is one. You can either submit the application form in person or you can send it via email.
How to Apply for Investors Group Jobs;