Private Wealth Management Associate, Colbourne Group - Calgary, Ab

As an Associate, you will be a fundamental affiliate of the IG Private Wealth Management - Colbourne Group team based in Calgary, AB. We are a diverse, vibrant, driven and focused award-winning team that has been in practice since 2002.

In 2022, our practice was ranked in the top 50 across Canada and was named to the firm’s illustrious President’s Academy Recognition Program.

Here, your immense professional and personal aspirations will surely be met. We’d love for you to have an entrepreneurial and creative mind-set. We know you already inspire your friends and family, and we want you to bring that energy to our practice and our clients. We have an impeccable training curriculum and employ cutting-edge financial planning tools. We want excellence and abundance for you as you build equity ownership in the practice by excelling in client acquisition and asset accumulation.

If you are currently with a firm and manage a book of clients but do not see bigger possibilities for you or your family, reach out to us. We promise career flexibility, boundless income potential, a fun, professional team environment and an equity ownership certain to cement a fulsome lifestyle and powerful legacy.

Ideal week:

• Strive for 10 client meetings and a two prospective client meetings per week
• Prepare presentations and concept pieces for use in implementing financial planning strategies
• Be involved in the community to raise financial planning awareness and give back to our selected charities
• Deep-dive into portfolio analysis and build high-performing, tax-efficient, low, fee-transparent investment solutions
• Utilize our in-house administrative and At-Your-Service (AYS) team to carefully onboard new clients and service of our existing affluent client base
• Interact with clients daily through incoming client calls, meetings on and offsite, execute trade orders and provide information on products, services and strategies
• Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving legacies
• Engage with our centres of influence to attract high net worth referrals
• Participate in advanced, ‘High Value’ planning discovery, analysis, and implementation

Ideal candidate:

• Proven track record for sparking new relationships and bringing on high value clients
• Minimum of 5 years of experience in the financial services industry
• A financial planning designation, such as CFP® or PFP designation considered an asset
• Completed industry licensing – MFDA or IIROC
• Life License Qualification Program (LLQP) or willing to obtain

Ideal compensation:

• Percentage of practice ownership and assured value will be based on the percentage of assets transitioned relative to the overall size of the practice.
• Total compensation year one will be developed through a collaborative discussion of the client family groups that the associate believes will transition with them.
• Expected earnings range of $250,000+ *
• Combination of a fixed earnings amount and bonus aligned to business achievements
• Opportunity to build equity ownership in the practice and participation in a guaranteed practice succession plan.**

About Colbourne Group

Colbourne Group Private Wealth Management is a leading Calgary-based Private Wealth Management practice providing a full range of financial products and services to successful families, entrepreneurs, and professionals. For more information please visit: www.colbournegroup.com