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Investors Group

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Locations: 
Canada
Industries: Accounting, Banking, Financial Services, Government, Insurance
Job Types: Contract, Full Time, Internship, Part Time

Investors Group helps individual Canadians with their personal finances and their long-term financial and investment needs.

Our history

Founded in 1926, their first office was located in Winnipeg, where the company is still officially based. Fun fact: Investors Group created the very first Canadian mutual fund!

Known for their personal approach, they can help you build a prosperous and successful practice helping clients to achieve their financial goals.

Financial advisors with Investors Group come from a wide range of backgrounds and bring a variety of skills to their personal practice.

Starting with us

Pretty much everyone starts in the same position: as a financial advisor, working independently but within the company. On the one hand, you've got the flexibility of entrepreneurship, which is kind of cool and liberating. On the other, you've got a Canadian leader in financial planning, supporting you, and ensuring you're doing the best job you can managing your business and clients.

Did anyone on the executive team start at the ground and work their way up?

There are many of these stories at Investors Group: most of the senior executives, for example, started out in the company as financial advisors. Because you need to know the company intimately to move up the ranks, promoting from within is big. 

Locations

110 Financial Planning Centres, 700 locations, all across Canada.

Workspace

Where ever you want to park your laptop. But, if office life is more your style, they've got that option too.

Programs / Co-ops / Internships

Investors Group understands that moving into the role of a financial advisor can be quite different from what you may be used to. We've developed programs to assist you as you start your career, which include:

  • A $2,000 appointment bonus with the ability to earn additional bonuses of up to $1,500 during the first year, while being paid a premium commission, on insurance and mortgage business.
  • Eligibility to earn a bonus commission on all business of up to $100,000 during the first four years.
  • A financing program to draw against future earnings.
  • Potential to be allocated existing clients.
  • A rebate program to encourage prospective clients to transfer their accounts to Investors Group.

Perks/Money

Let's not mince words: as a financial advisor, your earning potential is officially unlimited. And the demand is high. Check out this article for an example of exactly how, and how much potential there is for newer financial advisors in an industry where many senior financial advisors are considering retirement. As for other perks? You can earn dollars to spend on benefits, on your business, and on work-related education. Your hours and location are flexible. There are also some truly great bonus structures, including huge rewards for top advisors. For example, heavy hitters in the President's Circle take trips en masse to hang out in places around the world like Rome, St Petersburg, Barbados and Hong Kong. On the softer side, you get the flexibility of owning your own business, setting your own hours, and running things the way you want to, which is pretty nice.

From here, you can ...

Get social and click the links below! 

English:
 
French:

This is a full-time opportunity to establish your own variable-income and self-employed business in association with Investors Group Financial Services Inc. (in Québec, a financial services firm). Submissions are subject to an initial and ongoing review process. Investors Group offices are located in all provinces and territories in Canada. Please submit your Resume/Application only to one office.

How to apply

First, check with your Campus Career Centre to see if Investors Group will be visiting your campus any time soon. If they're not, get the application process started online.

Degrees they like

Specific credentials aren't that important at Investors Group. It's not what you're taking, it's who you are, and great advisors come from all kinds of backgrounds. Highly motivated, looking for a challenge, entrepreneurial in spirit? Go for it. If you're still not sure, take their Consultant Quotient Quiz online and do a little soul searching.

How long before you hear back, and what'll happen when you do

Expect a comprehensive, structured hiring process including quizzes and tests, two interviews, and a thorough orientation program. You'll be asked to present a business plan because this is, after all, going to be your own practice. Finally, you'll study up, write an exam, and get licensed. It's intense, but don't worry: they're with you every step of the way, and on throughout your career.

Best thing to do in an interview

They look favorably on people with experience in the business and financial worlds, so if you've got it flaunt it. If not, that's ok. You've got other applicable talents, right? Of course you do. Be your ambitious, confident self, and let them know you want it – and that you're willing to work really hard to get it.

Worst thing to do in an interview

A sense of entitlement is very off-putting to the managers at this company, because of the challenging nature of the role. This is not a get rich quick scheme.

Why you'll stay

The culture and the support. If you fit in here, you really fit in, for life.

Why you'll bail

It's a very challenging field. A lot of people don't understand what it takes to run your own business, which is: a lot of hard work, and then a lot more.

Where can your career go with Investors Group?

There are two tracks you can take once you're in the door: build your own practice and become a senior advisor, or go into sales management and become a branch manager for the company. You can stay as an advisor your whole career or become a manager within the company (division director, regional director, vice-president, senior vice-president, etc.), or you can combine the two. Either way, Investors Group promotes almost entirely from within, so if you want a future in the company, it's yours to earn.

As a financial advisor, you'll be in what is essentially a sales role culture. This means you're a go-getter, and your co-workers will be too. Expect to dress to impress and face a lot of healthy competition. Then again, there's lots of teamwork, coaching, mentoring and support too, because helping clients is the first priority. It's the best of two financial worlds. 

Diversity

Close to 25 percent of Investors Group advisors are women, which is high considering the industry. And this tradition of glass-ceiling-free finance stretches back to the very beginning of Investors Group's history: one of their original advisors was a woman, way back in the 30s. But diversity goes beyond gender. For more on who fits in at the company – which is pretty much anyone who wants to work hard – check out their you-tube1 Channel for profiles of real consultants.

Social and environmental responsibility

Giving back is a long standing tradition at Investors Group, and volunteerism is considered a core company value at an institution full of "People Who Care". Some stand-out examples of this attitude include donating over $6.5 million to over 1,500 organizations across Canada in 2013, being a founding member of Imagine Canada, and receiving the 2013 IFIC Investor Education Award for our commitment to financial literacy across Canada.

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