Conseiller Financier Hybride IGM

IG Gestion de patrimoine

Rejoignez IG Gestion de patrimoine en tant que Conseiller Financier Hybride. Ce rôle proactif requiert des compétences en planification financière et un engagement envers le service client. IGM, leader canadien en gestion d'actifs, recherche un Conseiller pour son canal corporatif. Ce poste à distance exige des permis en Fonds communs de placement et en Assurance, ainsi que plus de trois ans d’expérience en planification financière. Vous serez chargé d’offrir des conseils à la clientèle existante tout en maximisant l’efficacité des outils numériques. Key Responsibilities:

Fournir des plans financiers holistiques aux clients
Identifier des occasions de renforcer les relations clients
Offrir un service clientèle exceptionnel à 85 %
Gérer les interacciones avec les clients efficacement
Utiliser des outils numériques pour améliorer les services

Requirements:

Permis en Fonds communs de placement et LLQP
3+ années d’expérience en planification financière
Excellentes compétences relationnelles et en vente
Diplôme universitaire pertinent
Certification en négociation des FNB complétée

Exploitez votre expertise en planification financière et rejoignez une équipe qui valorise l’inclusivité et l’excellence chez IG Gestion de patrimoine. #J-18808-Ljbffr

Apply

Vacancy posted 16 hours ago

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