Careers

At Gibbings & Associates Private Wealth Management our goal is to provide clients with freedom. We hire knowledgeable and experienced financial planners with a passion for unlocking freedom for clients with sound, strategic and principled financial planning.
 
Gibbings & Associates ranks in the top 100 national business results as an elite performance team at IG Private Wealth Management, a Power Corp. company with over 90 years history in Canada. We provide a full range of financial products and services to more than 300 families*, entrepreneurs, professionals and business owners in the Kelowna and surrounding areas.  We have been in practice for 27 years.

THE OPPORTUNITIES

• Front of the line access to IG Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
• Be mentored by one of the most experienced and successful senior advisors in the 90+ year history of IG Wealth Management.; and
• Opportunity to build and be rewarded for your own equity.

SPECIFICALLY, YOU WILL

• Provide financial planning support to Gibbings & Associates Private Wealth Management
• Support all business development and marketing activities and strategies;
• Identify new business opportunities within the young professionals and entrepreneurs market;
• Prepare presentations and concept pieces for use in implementing financial planning strategies;
• Develop new client relationships from external prospecting and introduction generated from centers of influence;
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
• Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.

THE BENEFITS

• Strong total compensation package, including bonuses and rewards based on sales results;
• Entrepreneurial culture that promises personal growth and development in the high net worth market; and
• Modern work environment and flexibility in your schedule.

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

• 3 years of experience in the financial services industry;
• CFP® designation, Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business.