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- 2. A few points of clarification • This is a full-time opportunity to establish your own variable-income and self-employed business in association with Investors Group Financial Services Inc. 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. • When we speak of preparing financial plans for clients, you should know that in B.C., Investors Group Consultants are subject to additional regulatory requirements in order to hold themselves out as financial planners in those jurisdictions. • And, last but not least, you should know that • Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company. • Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning (Agent) Specialist. *In the Province of Ontario, Mortgage Brokerage Licence #10809, Mortgage Administrator Licence #11256. Banking products and services are distributed through Solutions Banking ™Solutions Banking products and services are provided by National Bank of Canada. • ™Solutions Banking is a trademark of Power Financial Corporation. Investors Group and design are trademarks owned by IGM Financial Inc. and licensed to its subsidiary corporations. National Bank of Canada is a licensed user of these trademarks. • Brokerage offered through Investors Group Securities Inc. • This is specifically written and published by Investors Group and intended as a general source of information only, and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax, legal or investment advice. Clients should discuss their situation with their Investors Group Consultant for advice based on their specific circumstances. 2
- 3. Congratulations! You’re considering an industry leader Investors Group provides you with: • An entrepreneurial environment • Industry-leading training • Flexibility and independence • Mentorship and support • Exceptional income potential • Support for community involvement For four consecutive years Investors Group has been named the top “full-service dealer” in the financial planning industry 3 Investment Executive, June 2008-2011
- 4. Our vision is to be the best financial services company serving the long- term needs of individual Canadians. At Investors Group: •We relate to our diverse clients through comprehensive planning •In all of our endeavours we are diligent in our efforts •We respect each other and the communities we serve by being people who care 4
- 5. IGM Financial Inc. is the fifth largest publicly traded global asset manager based on Market Capitalization 5 Bloomberg as of December 31, 2011
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- 7. Investors Group Mutual Fund Redemption Rates 7
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- 10. The Advantage of the great career opportunity… • Consultants come from a wide range of backgrounds and bring a variety of skills to their practice. • RCMP Officers • School Teachers • Recent Grads • Customer Service Representatives • Pilots • Business/Franchise Owners • Individuals re-entering the workforce • Financial Advisors / Bankers / Brokers • Professional Athletes • Sales Representatives • Managers • Engineers • IS Industry Professionals • Those looking to start 2nd careers 10
- 11. The Advantage of the great business opportunity… • Build your own business • Low start up cost • Ability to generate residual business income • Opportunity to sell your business for a profit 11
- 12. The Advantage of industry-leading training and development • Investors Group professional development is among the very best and it is available to you at all stages of your career • Investors Group has finished first in the ‘Ongoing training’ category of the Investment Executive Dealers Report Card from 2009-2011 and has finished in the top 2 in this category since 2003 • We provide to you: • Leading-edge technology • Industry experts • Financial planning programs & tools 12 Investment Executive, June 2008-2011
- 13. The Advantage of industry-leading training and development • Business Development Program 1 – Investors Group’s industry-leading foundation program, covers: • Financial Planning Process • Networking • Asset Allocation • Prospecting • Business Management • Business Planning • Financial Planning Tools • Client Servicing • Marketing • Relationship Building • Product Knowledge • Professional Development 13
- 14. The Advantage of mentorship and support • Coaching and mentoring are an integral part of our culture and our success • You are supported by: • Certified Field Trainers • Peers in your office, your area, and right across Canada • Senior Consultants who’ve been in your shoes • Regional & Division Directors, who are professionally trained local leaders Our Consultants know what it takes to succeed in this profession, and they are keen to share their experience and their knowledge. 14
- 15. The Advantage of mentorship and support Full suite of tools: Access to: • Personal financial planning • Your own personal website software • Customized Advertising • Life planning software • Social Media • Insurance illustration tools • BlackberryTM1 and DellTM2 package deals In-house website packed with: • Resources and marketing Access to a team of specialists: strategies • through the region office • Prospecting and client retention – Securities material – Banking and mortgage – Insurance • through the head office – Retirement planning – Investment planning – Estate planning – Product support – Tax planning – Technology support – Client administration – Risk management services and support TM1 – Blackberry is a registered trademark of Research In Motion Limited 15 TM2 – The term Dell is a trademark of Dell Inc.
- 16. The Advantage of professional marketing support Type Quantity In total, there are over 1,100 Ads 119 English 119 French Marketing Support Tools Brochures 115 English available for you 115 French 7 Chinese Concepts 56 English 56 French 2 Chinese Direct Mail 177 English (flyers/postcards) 177 French Personal Articles 75 English 75 French Seminars 39 English 39 French Scripts 150 English 150 French Marketing 13 English 13 French Campaigns 16
- 17. The Advantage of brand strength Investors Group Sc Bnk CIBC BMO RBC ING FID TD Top-of-Mind Brand Recall (Affluent $100k+ Investors) In 2010, Intebrand ranked Investors Group as one of the top 25 Canadian consumer brands 17 Best Canadian Brands report – www.interbrand.com / Graphic Source: Ipsos-Reid, March 2012
- 18. The Advantage of award winning corporate citizenship A company that cares about more than the bottom line, donating at least 1% of pre-tax income to charitable and non-profit organizations across Canada each year – over $6.6 million in 2011 Since 2000, Investors Group has received over twenty awards publicly recognizing our corporate citizenship and community support including: • Inaugural 2011 Imagine Canada – Volunteer Canada Corporate Community Involvement Award • Inaugural 2011 Food Banks Canada – Donor Award of Excellence • Seven-time Corporate Knights Top 50 Best Corporate Citizens • Four time Canadian Investment Awards Corporate Citizenship Award 18
- 19. The Advantage of flexibility and independence • Benefits of self-employment • Control over your own destiny and success • No glass ceiling • Opportunity to manage all the aspects of your busy life As a Consultant you can have the best of both worlds – an entrepreneurial environment with no limits, backed by the support and resources of one of Canada’s leading personal financial services companies. 19
- 20. The Advantage of exceptional compensation and benefits Enjoy the benefits of unlimited income potential, no matter your seniority experience •Consultants in their first year receive an appointment bonus of $2,000 with the opportunity of receiving up to an additional $5,500 (cash and practice credits) •Commission bonuses of up to $75,000 over your first three years •New Consultants have the opportunity to draw against future earnings to help support their practice in the beginning stages •Potential to be allocated existing clients We recognize: • Performance, Business building, Community involvement and Mentorship Our leading Consultants have travelled to world-class destinations such as Tokyo, Hong Kong, Rome, and St.Petersburg Russia. 20
- 21. The Advantage How to make it yours. Investors Group has the highest number of CFP professionals in Canada According to the FPSC, 50% of Certified Financial Planner professionals had gross earnings of $100,000 + in 2010. Certified Financial Planners (CFP) Gross Earnings Figures in Cdn $100k – $149,999 20 % $150k+ 30 % 21 Financial Planners Standards Council - As of December 31, 2010
- 22. The Advantage of exceptional compensation and benefits Add Add Picture Picture Consultant Name Consultant Name Year 1-2 Year 3-4 Income: $XX, XXX Income: $XX, XXX Add Add Picture Picture Consultant Name Consultant Name Year 5-10 Year 10+ Income: $XX, XXX Income: $XX, XXX 22
- 23. The Advantage of two paths SR. EXECUTIVE FINANCIAL REGIONAL DIRECTOR CONSULTANT EXECUTIVE FINANCIAL DIVISION DIRECTOR CONSULTANT FIELD SENIOR FINANCIAL YOUR OWN FIELD TRAINER MANAGEMENT CONSULTANT PRACTICE FINANCIAL CONSULTANT CONSULTANT 23
- 24. The Advantage. How to make it yours. IN-DEPTH INTERVIEW PROCESS INDUSTRY LICENSES APPOINTMENT BUSINESS DEVELOPMENT PROGRAM ONE FIELD DEVELOPMENT PROGRAM PARTS 1 AND 2 PERSONAL INSURANCE OPPORTUNITIES PROGRAM BUSINESS DEVELOPMENT PROGRAM PART TWO CERTIFIED FINANCIAL PLANNER (CFP) Progression towards the formal CFP designation can take up to five years 24 For more information on the CFP designation please refer to the FPSC website - www.fpsc.ca
- 25. The Advantage… According to our Consultants Consultant Profile #1 • Former Career: • Success attributes • Recent Grad • Meet as many new people as possible • First Year Activity: • Focused on specific ethnicity group within Community • Client seminars • Became an expert on a certain product • Make 2 appointments a day, • Truly deliver the financial planning process Do 2 appointment a day to prospects & clients • Today: “I didn’t know two people when I started” • Endeavor toward F. Pl. Results Income Client Families Year 1 $64,000 49 Year 3 $274,000 463 Income possibilities are for informational purposes only and are not intended to project future earnings, which will be affected by market and economic conditions. This profile is based on research of an individual Consultant’s approach to building his/her practice. 25
- 26. The Advantage… According to our Consultants Consultant Profile #2 • Former Career: • Success attributes • Self-Employed • Used the Investors Group Portfolio Strategy tools • First Year Activity: • Developed a long term • Began with 200 contacts approach to client relationships • Made 20 appointments per • Kept an open mind for learning week opportunities • 10 approaches per appointment “Always keep a smile in your voice when discussing financial planning” • Today: Results Income Client Families • Working on CFP Year 1 44,000 80 Year 3 85,000 250 Income possibilities are for informational purposes only and are not intended to project future earnings, which will be affected by market and economic conditions. This profile is based on research of an individual Consultant’s approach to building his/her practice. 26
- 27. The Advantage… According to our Consultants Consultant Profile #3 • Former Career: • Success attributes • Engineer • Determination and the willingness to learn from successful advisors • First Year Activity: • Developed knowledge of Investors • Began with a small number of Group products and services contacts • Relentless cold calling • Employed cold calling and client seminars to grow business “Always put the pedal to the metal” • Today: Results Income Client Families • Working on CFP Year 1 27,000 10 Year 3 130,000 110 Income possibilities are for informational purposes only and are not intended to project future earnings, which will be affected by market and economic conditions. This profile is based on research of an individual Consultant’s approach to building his/her practice. 27
- 28. The Advantage… According to our Consultants Consultant Profile #4 • Former Career: • Success attributes • Agricultural Co-Op Manager • Planned my daily activities • First Year Activity: • Worked 50-60 hours a week • Persistency on following up leads • 200 initial contacts • Organized client events to attract more • Made 10 appointments per clients week • 20 approaches to get an appointment “Take advantage of your warm • market for referrals.” Offered no pressure financial planning service. Results Income Client Families • Today: Year 1 36,000 50 Year 3 156,000 200 • Reviewing CFP Income possibilities are for informational purposes only and are not intended to project future earnings, which will be affected by market and economic conditions. This profile is based on research of an individual Consultant’s approach to building his/her practice. 28
- 29. Are you right for the opportunity? • Ability to impact and influence people in a positive way • Relationship-building and personal growth • Help people achieve their dreams Choosing to become a financial advisor isn’t a decision that is made overnight. We are ready to sit down with you to discuss the details of the role as an Investors Group consultant, the culture of our company, and to answer any questions you may have. 29
Editor's Notes
- The Investors Group Advantage TM . Make it yours! The Investors Group Advantage. Make it yours! 1 minute Welcome Happy to share with you the success story that is Investors Group. A wide range of components make up the Investors Group Advantage, and I will give you an overview of these features today.
- The Investors Group Advantage TM . Make it yours! A few points of clarification 1 minute (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! Congratulations! You ’re considering an industry leader 1 minute (Review all bullets with candidates)
- The Investors Group Vision Statement 1 minute (Review all bullets with candidates) The Investors Group Advantage TM . Make it yours!
- Strength and Stability 2 minutes Investors Group has been around since 1926, and our Investment Management team has offices around the world. We have global reach. We have offices of course in Winnipeg, as well as Montreal, Toronto, Dublin and Hong Kong. And the reason we have them there, is the fact that money never sleeps. So 24 hours a day, we are monitoring investments around the world. As I mentioned, we ’re one of Canada’s largest money managers. And as you can see on this chart here, when it comes to management of long-term mutual funds, IGM is the largest in Canada. Just ahead of RBC and CI. The Investors Group Advantage TM . Make it yours!
- World-class relationships and full product shelf 2 minutes We offer a complete range of financial services, both to individuals and corporations. Here are some of the services we offer…from Investments to Insurance. Most of our services are supplied directly through Investors Group. However, Consultants can supplement that with access to other world-class organizations, who provide complimentary products and support as well. The Investors Group Advantage TM . Make it yours!
- Strength and Confidence 1 minute This graph demonstrates the strength and confidence of Investors Group. Above you can see Investors Group ’s redemption rate for long term mutual funds and how it compares to the industry average. What this means is that Investors Group clients redeem their long term mutual funds substantially less often as compared to the industry average, showing confidence in their advisors and their long term financial plans. The Investors Group Advantage TM . Make it yours!
- Opportunity awaits… 2 minutes Most Canadians face financial challenges and these are some of the challenges they face. But here ’s a startling fact: 87% of boomers feel they are not ready for retirement. (Review pyramid) There lies a huge opportunity for advisors as, 50% of Canadians seek the advice of a professional financial advisor as their primary source of financial information 1 , combine this with the fact that 54% of Canadians still do no benefit from the advice of a financial advisor 2 and you can understand the opportunity that is before you. 1 - Investment Funds Institute of Canada, Value of Advice Report, 2010 2 - Harris Decima – online poll, Oct-Nov 2010 The Investors Group Advantage TM . Make it yours!
- The Value of advisors advice 1 minute Here is some analysis to drive home the value that a financial advisor brings to the table. This is an analysis which was completed by Ipsos Reid in 2010, which actually measures average investable assets per household, based on the age of the head of the household. As you can see here with people under 45 years of age - the blue bar measures the investable assets of those with an advisor, while the orange bar measures those households without an advisor. The households that received advice had 3.2 times the amount of investable assets. In fact, as you can see, in all cases those with advice, regardless of age, had a multiple of investable assets compared to those without advice. So I think we can all agree that based on how positively Canadians feel about financial advice, the demand financial advisors is very high. The Investors Group Advantage TM . Make it yours!
- The Investors Group Advantage TM . Make it yours! The Advantage of the great career opportunity… 1 minute Investors Group Consultants come from a wide range of backgrounds and bring a variety of skills to their practice. (Review occupations with candidates.) (Summarize the backgrounds of the Region Office management team.)
- The Investors Group Advantage TM . Make it yours! The Advantage of the great business opportunity… 2 minutes At Investors Group, you build and own your own business, your own professional practice as a financial planner. You determine your own destiny, but not alone, with Investors Group ’s support Reality check. To begin in this business, there are startup costs, but compare these startup costs (use your own figures customized to your office, including startup capital, technology fees, office expenses, licensing fees) to those of a: Franchise owner Sole proprietor Etc. At Investors Group, we are one of the few relationship/sales businesses that generate residual income. That means, you don ’t just generate income once at the time of sale, but that same sale provides you a constant stream of income as long as you hold the client asset. Compare this to other known sales professions: Real estate broker – commission only Auto sales – commission only Finally, at Investors Group, upon your decision to retire or pass on the clients and your business, Investors Group will back the sale of the clients assets – essentially your equity in your business – to another Consultant, and you get paid for that.
- The Investors Group Advantage TM . Make it yours! The Advantage of industry-leading training and development 2 minutes Investors Group professional development is among the very best, and it is available to you at all stages of your development. But don ’t just take our word for it, Investors Group finished first in the ‘Ongoing training’ category of the Investment Executive 2011 Dealers Report Card for Full Service Dealers and independent dealers. This builds on our long record of recognition in the training area as Investors Group has finished in the top 2 in this category of the annual Investment Executive Planners’ Report Card since 2003. The ranking is based on anonymous responses of Consultants from a number of financial services companies surveyed about their relationship with their company. We provide you with leading-edge technology, industry experts, and 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. We want all our Consultants to begin their career at Investors Group on the right foot and that is why we are constantly updating our programs to ensure they meet the needs and exceed the expectations of all participants.
- The Investors Group Advantage TM . Make it yours! The Advantage of industry-leading training and development 1 minute (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! The Advantage of mentorship and support 1 minute Coaching and mentoring are an integral part of our culture and our success. Daily support from a certified Field Trainer who will coach you through your appointments and ensure you are acquiring the necessary skills to build an effective practice. Peer mentorship is a major force in developing new Consultants. Through both formal field coaching & mentorship and informal relationships, you will learn from colleagues who have gone through the same experiences, faced the same challenges and gone on to build thriving financial planning practices. Our senior Consultants know what it takes to succeed in this profession, and they are keen to share their experience and their knowledge. You will be supported by a professionally trained field management team who will help you develop your own successful practice.
- The Investors Group Advantage TM . Make it yours! The Advantage of mentorship and support 1 minute Through each region office, Consultants have access to corporate financial planning specialists that can be called upon to provide additional insight and strategies for clients financial plans. This means that Investors Group will continue to support your practice to ensure you never go at it alone. To help you effectively manage your practice, we provide you with a full suite of tools including personal financial planning software, life planning software, insurance illustration & asset allocation tools, client information databases, WiFi remote access, Social Media access, online client view, and contact management software. We have an in-house website packed with information, resources and marketing strategies, client and prospect materials, and a comprehensive tax reference library.
- The Investors Group Advantage TM . Make it yours! The Advantage of professional marketing support… 2 minutes Consultants have industry leading, multi-language marketing tool that puts at your fingertips fully personalized, segmented, cost-efficient, and automated turnkey marketing campaigns Available Tools include: A selection of topical media articles and four quarterly financial planning newsletters Select Services™ and Review Magazine – a free, high-value client retention program A selection of free “e” based marketing programs including weekly and quarterly market updates 24 hour access and ordering capability – order what you need when you need it! Options: Email to clients or prospects – free!, Create a PDF and print on your own printer – free!, Create PDF and take to your local printer – pay local printer prices, Use Head Office printing service - substantial discount to local printers!! Available Marketing Campaigns Frequency Review Magazine 2 times / year Newsletters Quarterly Weekly Market Commentary Every Friday Investment Quarterly Every Quarter 8 Calendar Season Campaigns J an, Feb, Mar, Apr, Jul, Aug, Oct. Dec
- The Advantage of Brand Strength 1 minute When affluent ($100k+ Investors) were asked: When you think of companies that provide investment products or services, which three companies come to mind first, Investors Group placed third, ahead of Scotia Bank, Bank of Montreal and CIBC (among others) In 2010, Intebrand ranked Investors Group as one of the top 25 Canadian consumer brands The Investors Group Advantage TM . Make it yours!
- The Investors Group Advantage TM . Make it yours! The Advantage of award winning corporate citizenship 1 minute (Review bullets and quote with candidates.)
- The Investors Group Advantage TM . Make it yours! The Advantage of flexibility and independence 1 minute 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 the 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.
- The Investors Group Advantage TM . Make it yours! The Advantage of exceptional compensation and benefits 3 minutes How will you get paid? The ability to reach your personal income goals is yours, but the path to get there is laid out for you We work on a variable-income system. You are paid commission for your new business and a residual income for the amount of assets you manage. As a new Consultant, you can earn performance bonuses, including enhanced commissions. $2000 Appointment bonus $1000 bonus payment upon completion of FDP1 & FDP2 (if completed within 90 days) $1000 potential practice credit productivity bonus (at 6 months) Up to $3000 to producing 250,000 NBC in the first 90 days $500 LLQP credit (if completed within 6 months of appointment date or reimbursed after FDP if Consultant previously held) Consultants in first three years receive extra commission credit on all product sales (50% first year, if Consultant qualifies for self finance program otherwise 40%, 30% second year, 10% third year to a maximum credit of $25,000 per year) All new Consultants within their first 24 months will be maintained at a higher insurance bonus rate schedule As you attain higher achievement levels in the company, we recognize your time, effort and dedication, and reward you for your long-term relationships with clients. As your business grows, you can move up to become eligible to receive higher compensation. (not dependent on seniority) We also offer an exceptional rewards and recognition program that recognizes and rewards performance, business building, mentoring, and community involvement. Every year we celebrate the accomplishments of our leading Consultants with travel to world-class destinations like Hong Kong, Russia, and Rome. (Other aspects of compensation you may wish to cover include Share Ownership program, and Assured Value Program
- The Advantage. How to make it yours. 1 minute Investors Group has been a long standing supporter of the CFP designation and financial planning education. According to the FPSC 2010 annual report Investors Group has the highest number of CFP professionals among financial firms in Canada And clearly, based on these statistics, being a CFP can be very lucrative, as 50% of CFPs make annual incomes of $100,000+ The Investors Group Advantage TM . Make it yours!
- The Advantage of exceptional compensation and benefits 2 minutes If you wish to use this slide please contact your RD for actual Consultant compensation numbers If you do not wish to use this slide please delete. Add a Consultant name, picture and income that fall into the approximate tenure levels as indicated on the slide. Prepare a short blurb on each Consultant, for example: John started with Investors Group 2 years ago after he graduated from the University of Manitoba with an Economics degree. He brought with him an average warm list and built his practice by targeting members of his home town. John just finished his second year with an income of approximately $52,000. The Investors Group Advantage TM . Make it yours!
- The Investors Group Advantage TM . Make it yours! The Advantage of two paths 1 minute People generally start as a Consultant when they join the company. You become a Financial Consultant when you attain your CFP Then you can continue with your own practice, or take the management path. You can also move back and forth between the two. (Review your own personal path or those of a guest speaker)
- The Investors Group Advantage TM . Make it yours! The Advantage. How to make it yours. 1 minute (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute *If you use slide 28 (Region office compensation [picture] slide), you may want to delete the following 4 slides. If you choose not to use slide 28, keep the following 4 slides. (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
- The Investors Group Advantage TM . Make it yours! Are you right for the opportunity? 1 minute (Review all bullets with candidates)