Wealth Management Analyst

POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...

Responsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...

Position Summary This position is responsible for client's clerical and financial requests. This position requires efficient processing of requests submitted mainly via fax and then ingested into Trex or initiated in Process Automation. Duties Include: Ensuring procedures and regulations are met for every account. Reviewing and ensuring all...

Responsibilities include: Conducting tier 1 supervision activities including; conducting reviews of daily and monthly trading, account opening and KYC updates, outside activities, social media supervision, and service-related complaint resolution on either the investment dealer or mutual fund dealer platform, and or both. Supporting IG Wealth...

Responsibilities : Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies,...

POSITION SUMMARY The Director, Business Operations Support & Controls is responsible for providing oversight and strategic direction for the key functions delivering configuration of back-office systems supporting product launches, coordinating production issue resolution with IT partners, supporting mailings to advisors and clients scheduled and as needed...

Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R2405041 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...

Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Sherbrooke time type Full time posted on Posted Yesterday job requisition id R2404860 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

**Aviso Wealth**: **The Opportunity**: We’re looking for an Bilingual Account Officer join our Correspondent & Institutional team on an 18 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1800 McGill College Avenue, QC. Reporting to the Director, Relationship Management, the Bilingual...

Position Summary The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management.  Duties Include: Handles...

Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Sherbrooke time type Full time posted on Posted Yesterday job requisition id R2404860 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...