Associate Consultant: Investors Group

Karen Benke is a Senior Financial Consultant with a leading London financial planning practice.  We provide a full range of financial products and services to families, pre-retirees and retirees in the London area.  Our team’s vision is to give as many people as possible a chance to experience peace of mind and to create their most meaningful memories.  We serve clients by improving potential obstacles, discovering opportunities and inspiring action to have a positive impact on their lives and on the people and causes they care about.

Drawing on previous experience in a leadership and/or client servicing role, you will be accountable for the business development operations of Karen Benke’s team with an ongoing focus on implementing and improving processes in the areas of client servicing, relationship augmentation and marketing.  You must be a self-motivated and disciplined individual with an enthusiastic spirit who has a passion for financial planning and working with clients.

The opportunities:

• Join a well-established financial planning practice with a mature book of business serviced by a long term financial advisor and executive assistant



• Enjoy front of the line access to exclusive Investors Group Support



• Be mentored by a successful Senior Financial Consultant



• Join a company that finished first, for six consecutive years, in the ‘Ongoing Training’ category of the Investment Executive Dealers’ Report Card among Full-Service Dealers (2009-2015)

Specifically you will:

• Coordinate marketing activities and generate new clients through networking, clients events and client referrals

• Follow up on new business opportunities and schedule follow up meetings



• Provide support on financial planning software including the development of written financial reports



• Assist as needed in the day to day administrative operations of the practice and in client meetings



• Establish, monitor and improve work flows to ensure that ongoing support is provided for operations

The benefits:

• Strong total compensation package, including bonuses and rewards based on team results

• Entrepreneurial culture that promises personal growth and development in the high net worth market



• Modern work environment and flexibility in your schedule



• Take a new challenge and drive your own success

To qualify for this opportunity you should possess:

• Minimum 3-5 years of experience in the financial services industry

• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), in Ontario, Life License Qualification Program (LLQP) or willing to obtain



• CFP® designation or willing to obtain



• Strong interpersonal skills and demonstrated ability to build relationship.

Please email your resume by May 24, 2016 to karen.benke@investorsgroup.com

Please add in subject line: Karen Benke’s Team

We thank all applicants, however, only those under consideration will be contacted.

*This is a full-time opportunity to establish a variable-income and self-employed business in association with Investors Group.  Submissions are subject to an initial and ongoing review process.  Investors Group offices are located in all provinces and territories in Canada.