Verified recordFinancial Services

Kol Jepson

Financial Advisor at Ig Wealth Management

Based in Nanaimo, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Nanaimo

Industry

Financial Services

Company size

6.3K

Contact information

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Email

1 credit

k•••••••@ig.ca

Phone

5 credits

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Background

About Kol Jepson

My career over the last decade at IG Wealth Management has taught me so many valuable life skills, but what I have learned and truly taken to heart, is that if you do not love what you do, do something else. That was me. Had reached the capacity for income and challenges at my job and simply working was not enough, I wanted something to call my own. With a couple young children, I needed flexibility in my schedule and the financial opportunity to provide a better future for them. In 2008, I made the career switch to the IG Wealth Management. I had experience supporting advisors at a couple different firms while pursuing my education, but was scared to venture out on my own. 10+ years later, I am sharing my story with other like minded individuals who want more in life and are not afraid to work for it. If you are looking for new challenges, unlimited income potential, flexible work/life balance in a supportive team environment, reach out and let's have a discussion. Here is what a conversation with me will look like: 1) We discuss what is and isn't working for you in your current work environment 2) We set up a research strategy to ensure IG Wealth Management ticks the boxes of what you need to strive 3) We establish a realistic and accurate business plan that exceeds salary expectations 4) We start a transition plan 5) I provide flexible support throughout and ongoing Why did I choose IG? 1) Extensive training to get started in the industry 2) Competitive compensation 3) Flexibility in work hours/ work at my own pace 4) I wanted my own business and start up costs and support were very attractive After more than a dozen years, why am I still here? 1) Company beliefs and personal beliefs for a client centric (client first) model are in line. 2) Excellent work/life balance 3) Having fun, challenging environment that is different every day 4) Some of the best tools/software and financial planning support in the industry 5) I can work anywhere 6) Most importantly though, I have an amazing team that loves what we do a) We work with our strengths b) Have a lot of fun d) Learn something new almost every day. If any of this rings true with you, let's chat. kol.jepson@ig.ca

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