Last Updated: Nov 21, 2024

Treena Nault

Worried the shift to a career as a financial advisor will be too difficult? Learn about how Treena Nault, Consultant at Investors Group Financial Services Inc. in Winnipeg, Manitoba managed to make the shift seamlessly with her mentor, Ralph Weekes. Inspired? Get in contact with Investors Group to find your mentor and begin your exciting new career at Investors Group!

Our Consultants come from a wide range of backgrounds and bring a variety of skills to their personal practice. We invite you to talk to us, to meet our people, and thoroughly explore what it means to be an Investors Group financial advisor. Together, we can help you decide if this is the right opportunity for you.

Exceptional income potential

A successful practice can bring great personal, financial and professional rewards far beyond those associated with a traditional job or salaried position. We offer exceptional income potential and a complete benefits package.

  • As a new Consultant you will receive a $2,000 appointment bonus
  • In your first year you will be eligible to earn additional bonuses of up to $5,500
  • You will also receive premium commission on insurance and mortgage business
  • Finally, you are also eligible to earn a premium commission of up to $75,000 on all business during your first three years that enhances earnings during your development period

We also offer excellent rewards and recognition based on performance, business building, mentoring, and community involvement. Every year we celebrate the accomplishments of our leading Consultants with travel to world-class destinations like Tokyo, Hong Kong, St. Petersburg, and Rome.

Industry-leading training, development and mentorship

Our training is among the very best and available to you at all stages of your development. We provide you with leading-edge technology, industry experts, programs and tools to meet the complex challenges of a successful financial planning practice.

You can hone your skills through the company’s educational conferences and seminars featuring our own internal experts and industry leaders. We are always developing new programs in response to financial industry trends and the needs of our Consultants.

Our professionals help maximize your efforts—and help you succeed through:

  • Coaching and mentoring; an integral part of our culture and success
  • Support provided by a professionally trained field management team
  • Formal field training and informal relationships; you will learn from colleagues who have gone through the same experiences

Flexibility and independence

As an Investors Group Consultant you will enjoy the benefits of self-employment: control over your own destiny and success, combined with the opportunity to manage all aspects of your busy life.

As a Consultant you can have the best of both worlds – an entrepreneurial environment with no limit on what you can achieve, backed by the support and resources of one of Canada’s leading personal financial services companies.

Professional support

To help you effectively manage your practice, we provide you with a full suite of tools including:

  • Personal financial planning software
  • Client information databases
  • Contact management software integrated with our back office
  • An in-house website packed with information, resources, marketing strategies, client and prospect materials, and a comprehensive tax reference library.

In addition to our national brand advertising you will have access to an exclusive prospecting and client servicing tool providing cost efficient, personalized marketing campaigns and materials. We also support Consultants building their practice through personalized websites and social media to help increase their online brand awareness.

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