Corporate Channel Financial Advisor

IG Gestion de patrimoine

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.
#J-18808-Ljbffr

Apply

Vacancy posted 1 hour ago

Similar jobs that could be interesting for youBased on the Corporate Channel Financial Advisor in Winnipeg, MB vacancy

Advisor, Corporate Communications
...to what matters. The Opportunity Our Corporate Communications team is looking for a collaborative and strategic Communications Advisor to support priority corporate initiatives,... ...with the right audiences, messages and channels. The role will build strong relationships...
Company
Work at office
Flexible hours
3001 TC USA Services Inc
Winnipeg, MB
4 days ago
Advisor, Ig Wealth Management, Corporate Channel - Quebec City
$85k - $130k per year
Location: Quebec City IGM Financial Inc. is a leading wealth and asset management company... ...services to Canadian financial advisors and their clients.With a vision to inspire... ...beMutual fund licensed. Advisors in the Corporate Channel provide proactive outstanding planning...
Company
Long term contract
Temporary work
Internship
Work at office
Flexible hours
2 days per week
3 days per week
IG Gestion de patrimoine
Winnipeg, MB
1 hour ago
Financial Advisor - Garden City Square, Winnipeg, MB
...performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures –... ...commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank...
Company
Scotiabank
Winnipeg, MB
4 days ago
Corporate Communications Advisor
...Energy using strategic counsel, audience insight, and digital channel expertise within a hybrid work model. Support priority... ...across Canada, the U.S., and Mexico.As a Communications Advisor, you will support corporate initiatives, campaigns, sponsorships, and activations....
Company
TC Energy
Winnipeg, MB
1 hour ago
Advisor, Corporate Strategy
...analysis that drive decision-making across key corporate initiativesSupport the execution and... ...management. Appointment at the Advisor or Manager level will be based on the candidate... ...pre-pregnancy to menopause, with available financial assistanceVacation days available on day...
Company
Long term contract
Summer work
Internship
Work at office
Local area
1 day per week
PSP’s Private Debt & Credit Investment (PDCI) group
Winnipeg, MB
1 hour ago
Corporate Debt Advisor
Crete Capital is a leading boutique corporate debt advisory and capital placement firm based... ...recognized Canada’s top 10 fastest growing financial services companies by the Globe & Mail.... ...placement product and become the capital advisor of choice. Integrate into the culture...
Company
Long term contract
Work at office
Crete Capital Inc.
Winnipeg, MB
1 hour ago
Corporate Sustainability Advisor
Select how often (in days) to receive an alert: Corporate Sustainability AdvisorLocation: Surrey, BC, CA Branch: GasAffiliation: Management... ...brighter future for B.C. Position OverviewThe Sustainability Advisor supports FortisBC’s sustainability and decarbonization goals...
Company
Full time
Flexible hours
Weekend work
Afternoon shift
2 days per week
Fortis BC
Winnipeg, MB
59 minutes ago
Communications Advisor - Corporate Communications
...stakeholder relations and community engagement. The Communications Advisor is an integral member of the Communications and Public Affairs... ..., you will be largely responsible for keeping staff abreast of corporate information. This is typically done via the network¿s staff e-...
Company
Long term contract
Full time
Internship
Local area
St. Michael's Hospital
Winnipeg, MB
1 hour ago
Corporate Financial Analyst
$130k per year
..."Stalwart") is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business... ..., and relationships, and contribute to a high-performing corporate finance team. About Stalwart Insurance Brokers Ltd.SummaryWe...
Company
Permanent employment
Full time
Internship
Immediate start
Relocation package
Stalwart Insurance Group
Winnipeg, MB
1 hour ago
Corporate Financial Analyst
$120k per year
...multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and other services.... ...increasing its value-added capacities. SummaryWe are looking for a Corporate Finance Analyst to join our team for one of our portfolio...
Company
Permanent employment
Full time
Internship
Work at office
Immediate start
Relocation package
Family Innovation Corp.
Winnipeg, MB
1 hour ago
Consultant - Corporate & Financial
$60k - $70k per year
...production for various purposes, including blogs, news releases, media advisories, presentations, whitepapers, and social contentConducting... ...2 years, ideally within an agency environmentExperience in the corporate or financialsectoris considered a significant asset, with...
Company
Full time
Work at office
Remote work
1 day per week
Proof Inc.
Winnipeg, MB
1 hour ago
Senior Financial Advisor
As a locally based financial institution, Cambrian Credit Union is known for working within... ...Union is seeking a Senior Financial Advisor to join our dynamic Wealth Management... ...concerns or exceptions through the appropriate channels. Provide leadership in delivering...
Long term contract
Temporary work
Bank staff
Shift work
CAMBRIAN CREDIT UNION
Winnipeg, MB
1 hour ago
Corporate Relations Advisor
Brunel is currently seeking an experienced Corporate Relations Advisor to support Indigenous and stakeholder engagement activities for a major industrial organization in British Columbia. This role will focus on maintaining strong relationships with Indigenous communities,...
Company
Long term contract
Local area
Flexible hours
Brunel
Winnipeg, MB
1 hour ago
Advisor, Corporate Procurement
The roleReporting to the Director, Procurement, the Advisor, Procurement is responsible for carrying out all aspects of procurement services, including the acquisition of specialized goods and services according to all ALTO's policies, while providing guidance, advice and support...
Company
Contract work
Work at office
ALTO
Winnipeg, MB
59 minutes ago
Corporate Real Estate Business Advisor
$70k - $150k per year
...and/or minimize risk. Acts as a trusted advisor to assigned business/group. Influences and... ...and identifies appropriate distribution channels. Builds change management plans of varying... ...Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will...
Company
Part time
BMO
Winnipeg, MB
1 hour ago
Canadian Corporate Tax Advisor
Apply Canadian corporate taxation expertise as a Tax Advisor with iA Financial Group, supporting entities, business lines, and strategic tax planning.This Tax Advisor provides advisory services to Canadian and U.S. entities across iA Financial Group. The work covers corporate...
Company
iA Financial Group (Industrial Alliance)
Winnipeg, MB
1 hour ago
Canadian Corporate Tax Advisor
Advise iA Financial Group on Canadian corporate taxation and complex tax research from Quebec or Montreal in a hybrid environment. Support entities across Canada and the United States.As a Tax Advisor, you will provide corporate and product taxation guidance across iA Financial...
Company
IA Financial Services Inc.
Winnipeg, MB
1 hour ago
Senior Corporate Actuarial Advisor
Senior Corporate Actuarial Advisor, Property and Casualty Insurance Build the Future with UsAs a Senior... ...to reserves, capital management, the Financial Condition Testing (FCT), ORSA,... ...the following entities: iA Services financiers, iA assurance auto et habitation, iA...
Company
Work at office
Flexible hours
iA Financial Group
Winnipeg, MB
59 minutes ago
Financial Advisor
$100k - $145k per year
Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.Responsibilities...
Long term contract
Temporary work
Cwkresourcecentre
Winnipeg, MB
1 hour ago
Senior Corporate Communications Advisor
Rainbow District School Board seeks a Senior Corporate Communications Advisor to support communications in an education-focused organization. The start date is to be determined.This senior advisor vacancy is with Rainbow District School Board, a leader in learning. The board...
Company
Rainbow District School Board
Winnipeg, MB
1 hour ago
Corporate Controller Financial Reporting
Lead financial reporting at Belkorp as Corporate Controller, applying ASPE knowledge and oversight in the Vancouver office. This is a 12-month contract.Reporting to the VP Finance & CFO, the Corporate Controller oversees monthly close and financial reporting across a portfolio...
Company
Contract work
Work at office
Belkorp Industries
Winnipeg, MB
1 hour ago
Corporate Controller Financial Reporting
Lead financial reporting at Mother Parkers as Corporate Controller, overseeing month-end close, consolidation, and a controllership team of eight employees.Reporting to the CFO and Vice President, Shared Services, you will prepare external GAAP statements and monthly reporting...
Company
Interim role
Mother Parkers
Winnipeg, MB
1 hour ago
Corporate Controller Financial Reporting
Lead financial reporting and cash management at DAC Group, headquartered in Toronto, supporting Canadian, United States, and international... ...-currency expertise shape this hands-on leadership role.The Corporate Controller leads day-to-day accounting, monthly close, consolidation...
Company
100 DAC Group / Canada Ltd.
Winnipeg, MB
1 hour ago
Corporate Communications Project Advisor
...highlight its people and manufacturing expertise.As an experienced advisor on the HR Communications and Marketing team, you will help... ...for employer branding, recruitment, internal communications, and corporate outreach. You will coordinate projects, develop communication content...
Company
Soucy Group
Winnipeg, MB
1 hour ago
Corporate Controller Financial Reporting
Lead financial reporting and controls at DAC Group in Toronto, supporting Canadian, U.S., and international operations across entities and currencies.As Corporate Controller, you will lead a 10-person team overseeing accounting, client accounting, and accounts payable. Your...
Company
DAC
Winnipeg, MB
1 hour ago
Financial Leadership: Corporate Controller
...manufacturing company in London is looking for a commercially focused Corporate Controller. This strategic leadership role integrates... ...business analytics. As Corporate Controller, you will oversee financial reporting, budgeting, and forecasting while collaborating with...
Company
BJRC Recruiting
Winnipeg, MB
1 hour ago
Corporate Controller Financial Reporting
Own financial reporting and internal controls at Rodan Energy as a hybrid Corporate Controller based at the Mississauga headquarters. Lead multi-entity accounting with precision.As a senior finance leader, you will own accounting, compliance, and reporting across Rodan Energy...
Company
Rodan Energy Solutions
Winnipeg, MB
1 hour ago
Contrôleur Corporatif En Information Financière
Rejoignez (l'entreprise) en tant que Contrôleur corporatif pour diriger les opérations d'information financière. Vous serez responsable de la consolidation et du reporting... ...Diriger les activités comptables et de reporting financier • Développer les compétences et l'autonomie de l'...
Soluroc
Winnipeg, MB
1 hour ago
Contrôleur Corporatif - Information Financière
Contrôleur corporatif – Information financièreRelevant directement du VP Finance, tu diriges... ...du groupe en matière d'information financière, de consolidation et de reporting. Tu es... ...comptabilité, au contrôle interne, au reporting financier et à l'évolution de la fonction...
Soluroc
Winnipeg, MB
1 hour ago
Senior Corporate Financial Analyst
Financial reporting and consolidation expertise define this Senior Corporate Financial Analyst opportunity within an established financial services organization. Work closely with senior finance leadership on accurate reporting.The Senior Financial Analyst supports corporate...
Company
Kassen Recruitment
Winnipeg, MB
1 hour ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Corporate Channel Financial Advisor. Be the first to apply!