Corporate Channel Financial Advisor
IG Wealth Management
Serve Quebec City clients through holistic financial planning, mutual fund expertise, and a hybrid schedule with three office days weekly. Support existing relationships while building future opportunities.As an Advisor with IG Wealth Management’s Corporate Channel, you will deliver the IG Living Plan and comprehensive advice. Your work will address investments, retirement, mortgages, banking, insurance, tax, risk management, and estate planning. You will primarily service existing clients while developing relationships and business opportunities.Key Responsibilities:
Provide holistic financial plans aligned with client goalsIdentify relationship-deepening opportunities within regulatory guidelinesService existing clients according to Corporate Channel standardsUse digital tools to improve efficiency and service levelsManage contacts, campaigns, priorities, and retention activitiesRequirements:
Mutual fund or securities licensingThree or more years of client-facing financial planning experienceUniversity degree in a relevant fieldStrong relationship, sales, communication, and planning skillsFrench and English proficiency required for client supportBring financial planning excellence, relationship-building, and digital proficiency to IG Wealth Management’s Corporate Channel in Quebec City.
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Provide holistic financial plans aligned with client goalsIdentify relationship-deepening opportunities within regulatory guidelinesService existing clients according to Corporate Channel standardsUse digital tools to improve efficiency and service levelsManage contacts, campaigns, priorities, and retention activitiesRequirements:
Mutual fund or securities licensingThree or more years of client-facing financial planning experienceUniversity degree in a relevant fieldStrong relationship, sales, communication, and planning skillsFrench and English proficiency required for client supportBring financial planning excellence, relationship-building, and digital proficiency to IG Wealth Management’s Corporate Channel in Quebec City.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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