Sales Associate
Job in
Pickering, Ontario, Canada
Listing for:
IG Wealth Management
Full Time
position
Listed on 2026-03-10
Job specializations:
Job Description & How to Apply Below
Associate – Business Development & Wealth Growth Focus
Location:
Pickering, Ontario
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 to clients. This is a challenging, growth‑focused role ideal for someone who is passionate about financial planning and highly motivated by building a book of business through proactive outreach and relationship development
. This individual will play a key role in gathering new assets
, expanding the client base
, and developing strong relationships with high‑net‑worth clients and business owners within an already established, high‑performing practice.
You will have the opportunity to grow as a member of the team for many years to come and potentially take on greater responsibilities over time, including leading others and managing top client relationships.
Your responsibilities will include, but not be limited to:
Proactively identifying and pursuing new business opportunities with high‑net‑worth families, professionals, and business ownersWillingly and confidently engaging in outbound prospecting
, including phone outreach, warm and cold calls, networking, and follow‑up with prospective clientsLeveraging the existing client base and developing Centres of Influence to uncover HNW referral opportunitiesDesigning and implementing business development strategies focused on asset gathering and client acquisitionFinding more opportunities to serve current clients and deepen wallet shareGathering data from clients to prepare plans/proposalsJointly meeting with clients alongside the Senior Financial ConsultantHelping the Senior Financial Consultant and team formulate recommendations for clientsBuilding relationships with clients—independently or jointly with the Senior Financial ConsultantGenerating new business opportunities through strong relationships with current clients, professional networks, and Centers of InfluenceTo qualify for this opportunity, you should possess:
A Mutual Fund or Securities (RR) license and LLQP certification (or willingness to obtain)Minimum 3 years of industry experienceExcellent written and verbal communication skillsStrong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)A strong client‑service orientation with the ability to interact professionally on the phone and face‑to‑faceYou should also have the following attributes:
A natural ability to connect with, motivate, and influence othersConfidence paired with coachability and a high level of integrityA demonstrated track record of generating new business, attracting referrals, and helping clients achieve positive outcomesA willingness to proactively reach out to potential clients
, including making outbound calls and initiating conversationsComfort working in a dynamic and successful practice where each team member may wear multiple hatsA strong desire to learn, grow, and be mentored by experienced professionals
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
