2. In your day-to-day activities, you
support our vision to be the best financial
services company serving the long term
needs of individual Canadians
relate to our diverse clients through
comprehensive planning
are diligent in your efforts
respect others and communities you serve
are professional and ethical in all
business transactions
comply with Investors Group’s Consultant
Agreement, policies and procedures, and
industry rules and regulations
work closely with your Division Director,
Regional Director, and Investors Group
for mutual success
In the management
of your business, you
follow the business plan you have prepared,
continually evaluate your results, and
rework the plan to align with personal and
company objectives
develop a sales strategy, including identifying
and setting objectives and monitoring a
disciplined activities plan
obtain and maintain all necessary licenses
and registrations that enable you to distribute
Investors Group products and services
In marketing your business, you
develop, implement, and monitor a marketing
plan to identify and approach potential clients
seek promotional activities that will have a positive
impact on your personal business goals and on
Investors Group
network in your community and develop centres
of influence
As part of your ongoing
professional development, you
have attained or are working toward your Certified
Financial Planner (CFP) designation, or in Quebec,
the financial planner (F. Pl.) designation
participate in internal and external training
programs, conferences, and seminars
upgrade and enhance your skills and knowledge
as products, services, and regulations change
identify your strengths and areas that
require development
are affiliated with industry organizations and read
business publications
In your financial planning
work for clients, you
follow the Investors Group Business
Discipline model while focusing on
financial planning services
provide ongoing, comprehensive financial
planning services for clients’ short- and
long-term goals
help clients to achieve personalized,
diversified, and well-balanced investment
portfolios by linking clients’ needs to
Investors Group’s products and services
review and monitor clients’ financial
plans and discuss progress with them
on an ongoing basis
develop a communication plan with clients
to identify what, when, and how they prefer
to receive information on products and
services and financial markets
inform clients about financial planning
trends, changes, and legislation that may
affect financial plans
meet and exceed client expectations
by being reliable and responsive to
individuals’ needs
The Investors Group
Advantage for you.
We invite you to talk to us, to meet our people
and thoroughly explore what it means to be an
Investors Group Consultant.
Together we can help you decide if this is the
right opportunity for you.
The 2009 edition of the annual
Investment Executive Dealers’
Report Card ranked Investors Group
first among seven “Full-Service
Dealers” for a second straight year.
