Bilingual Advisor, IG Wealth Connect
2 weeks ago
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 experience. DUTIES INCLUDE Manage day-to-day priorities servicing inbound / outbound client, proactive campaigns and retention activities. Provide financial planning advice - assist with estate planning, debt management, insurance and mortgage. Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions. Manage escalations - review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner. Contribute to departmental initiatives - participate in growth of our share of wallet and implementation of IG Wealth Connectstrategies. Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments. Ensure procedural, regulatory, compliance and departmental policies are followed. Identify opportunities for business and process improvements and implement changes as developed by management team. QUALIFICATIONS Ability to multi-task in an extremely diverse fast-paced environment. Solution oriented, an excellent problem solver with proficiency in financial planning. Performance-driven high achiever with great sales skills. Mutual fund, mortgage and / or insurance industry background, including product knowledge, processing and compliance. Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset. Fully bilingual in English and French is mandatory. Excellent communication skills (written, verbal). Strong awareness of respectful workplace policies, ensuring an inclusive professional environment. Minimum of 4 years experience in the financial services industry. Practical experience with a CRM and the Office Suite. Knowledge of French and English is required to support clients and Team members within and / or outside the province of Quebec. #J-18808-Ljbffr
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Bilingual Private Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeBilingual Private Company Advisory AnalystJoin to apply for the Bilingual Private Company Advisory Analyst role at IG Wealth Management.Division: IG-SaleDistLocation: Toronto, Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management....
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Investment Representative
1 week ago
Quebec, Canada IG Wealth Management Full timeInvestment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...
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Investment Representative
1 week ago
Quebec, Canada IG Wealth Management Full timeInvestment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...
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Bilingual Senior Compliance Specialist
4 weeks ago
Quebec, Canada IG Wealth Management Full time6 days ago Be among the first 25 applicants Location: Montreal or Winnipeg IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Division: IGM...
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Bilingual Senior Compliance Specialist
3 weeks ago
Quebec, Canada IG Wealth Management Full time6 days ago Be among the first 25 applicants Location: Montreal or Winnipeg IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Division: IGM...
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Bilingual Senior Client Relations Representative
4 weeks ago
Quebec, Canada IG Wealth Management Full timeOverviewBilingual Senior Client Relations Representative role at IG Wealth ManagementLocation: Montréal QC or Winnipeg MBDivision: IGM Client Services OperationsIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range...
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Vice-President, Strategic Solutions
3 weeks ago
Quebec, Canada IG Wealth Management Full timeVice-President, Strategic Solutions & Ops Oversight Join to apply for the Vice-President, Strategic Solutions & Ops Oversight role at IG Wealth Management Location: Montreal or Winnipeg IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment...
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Vice-President, Strategic Solutions
3 weeks ago
Quebec, Canada IG Wealth Management Full timeVice-President, Strategic Solutions & Ops Oversight Join to apply for the Vice-President, Strategic Solutions & Ops Oversight role at IG Wealth Management Location: Montreal or Winnipeg IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment...
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Remote Advisor
4 weeks ago
Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IG Wealth Management Full timeA leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...
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Senior Manager, Compliance
4 weeks ago
Quebec, Canada IG Wealth Management Full timeSenior Manager, Compliance IG Wealth Management, a division of IGM Financial Inc., is seeking an experienced senior compliance professional to support our insurance business and strengthen compliance frameworks across multiple provinces. Company IG Wealth Management is a leading wealth and asset management company in Canada managing approximately...
