Wealth Management Assistant
4 weeks ago
As a Wealth Management Assistant, you will play a vital role in fostering and nurturing relationships with clients and stakeholders. Your primary responsibilities will encompass the promotion of investment products and services, assessing client requirements, and crafting tailored financial solutions. Strong interpersonal abilities and negotiation skills are essential for success in this role.
- Deliver administrative assistance in regulatory compliance, budget oversight, and personnel management
- Address operational challenges and oversee daily operations within the branch
- Facilitate the processing of client deposits and handle intricate operational responsibilities
- Support the recruitment and onboarding of administrative personnel
What we provide
- Attractive salary and performance-based bonuses
- Flexible vacation arrangements
- Pension scheme and group insurance benefits
- Health and wellness reimbursement options
- Proficiency in French is mandatory
- Focus on results, Strong interpersonal skillsUnion Status Non-unionized
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Wealth Services Coordinator, Multilingual
1 week ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Services Coordinator, Multilingual
1 week ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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Québec, Quebec, Canada IG Wealth Management Full timeJob Summary:This position will be responsible for completing the settlement processing for all deceased client's assets at IGM Wealth Management. The individual should be a strong team player who enjoys and excels working in a challenging, and fast-paced environment. The individual will be comfortable working on multiple applications and handling all account...
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