What is the role of an Investors Group Consultant

Forward your resumé to:

What is the role ofan Investors Group Consultant

With the support that comes

with Investors Group’s 80 years

of financial services experience,

you can build a prosperous and

successful business by helping

clients achieve their financial goals.

Enclosed is a brief overview of the

responsibilities associated with

the Consultant role.

™ Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations.

Source: Investment Executive, June 2008 & 2009

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

“What is the role of an Investors Group Consultant” © Copyright Investors Group Inc. 2009 MP1667 (06/2009-P)

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 ConsultantAgreement, 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 identifyingand setting objectives and monitoring a disciplined activities plan

obtain and maintain all necessary licenses and registrations that enable you to distributeInvestors 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 positiveimpact 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 CertifiedFinancial 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 readbusiness 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 financialplanning services for clients’ short- and long-term goals

help clients to achieve personalized, diversified, and well-balanced investmentportfolios 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 clientsto identify what, when, and how they preferto receive information on products andservices and financial markets

inform clients about financial planningtrends, 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 peopleand thoroughly explore what it means to be an Investors Group Consultant.

Together we can help you decide if this is theright 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.