Wealth Management Professional

About the RoleWe are seeking a talented Wealth Management Professional to join our team at National Bank Financial - Wealth Management. As a key member of our organization, you will play a crucial role in supporting clients achieve their financial goals.Key ResponsibilitiesClient Support: Diligently and attentively support and manage your portfolio of...

Job DescriptionWe are seeking an experienced Project Manager to join our team at IG Wealth Management, a leading wealth management company. As a Project Manager, you will be responsible for leading the delivery of multiple projects with significant impact to the organization and multi-year budgets upwards of $3M.Key ResponsibilitiesLead project teams and...

About IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help Canadians meet their financial goals.Job DescriptionWe are seeking a Senior Director,...

Job Summary:The Senior Manager, Managed Solutions is a pivotal role at IG Wealth Management, overseeing business operations and driving strategic initiatives. This leadership position demands exceptional expertise in policy management, process optimization, and resource allocation. The successful candidate will be responsible for developing and implementing...

Job SummaryAs a Senior Wealth Management Professional at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while also advancing your own career.Company OverviewRoyal Bank of Canada is a leading financial institution that provides a wide range of financial services to individuals, businesses, and...

About the RoleWe are seeking a Senior Financial Planning Specialist to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing exceptional financial planning services to our clients.Job SummaryThe successful candidate will have 3+ years of client-facing financial planning experience and a strong...

About the OpportunityIG Wealth Management is seeking a skilled Financial Services Coordinator to join our External Transfer In group. This role provides administrative support for multiple lines of business, including Mortgages, Insurance, and IGFS. The successful candidate will have the opportunity to utilize their skills in process management and...

As a Corporate Channel Advisor with IG Wealth Management, you will play a key role in providing proactive, outstanding planning and advice to clients, leading with the IG Living Plan.This position requires the successful candidate to be Mutual fund licensed or Securities licensed.Advisors in the Corporate Channel provide holistic financial plans that...

ROLE RESPONSIBILITIESThe Insurance Case Coordinator is responsible for managing a caseload of new insurance business for Estate and Planning Specialists at IG Wealth Management. This involves ensuring timely and effective delivery of insurance services to clients.KEY TASKS:Act as a liaison between Consultants, Estate Insurance Specialists, underwriters, and...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client experience.Job DescriptionThe ideal...

We are seeking skilled individuals to become part of our growing team at IG Wealth Management. As a Corporate Employed Advisor, you will utilize your Mutual fund licensed or Securities licensed expertise to provide exceptional financial services to our clients. This role offers a unique opportunity to work in a dynamic environment and contribute to the...

Position OverviewThe Insurance Case Coordinator plays a crucial role in managing new insurance business for Estate and Planning Specialists at IG Wealth Management, ensuring timely and effective delivery of Insurance Services to clients.Duties and Responsibilities:Act as liaison between Consultants, Estate Insurance Specialists, underwriters, insurance...

About the RoleWe are seeking a Senior Corporate Advisor to join our team at IG Wealth Management. In this role, you will work closely with clients to provide personalized financial planning services and help them achieve their long-term goals.

Job SummaryNational Bank Financial – Wealth Management is seeking a skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to a portfolio of clients.Key ResponsibilitiesDevelop and implement personalized financial plans to meet clients'...

Job Summary:As a Senior Wealth Management Professional at National Bank, you will play a key role in supporting clients in achieving their financial goals. You will work closely with a team of specialists to provide tailored solutions and build long-term relationships with clients.Key Responsibilities:Manage a portfolio of clients and provide personalized...

About the RoleAs a Financial Services Operations Coordinator at IG Wealth Management, you will be responsible for providing high-quality service to external and internal customers. Your primary focus will be on account management and servicing activities for client accounts in both English and French.Duties and ResponsibilitiesClient Service: Provide...

Cambrian Credit Union is seeking a seasoned professional to lead our Wealth Management Team. As a key member of our organization, the successful candidate will provide strategic leadership and direction to our Wealth & Advisory Services Support team and Wealth Solutions Centre.The ideal candidate will have a minimum of three years of experience in retail...

The External Transfer In group at IG Wealth Management is seeking a highly skilled Senior Financial Services Coordinator to join our team.We are looking for a detail-oriented and organized individual with excellent communication skills to provide high-quality service to external and internal customers. As a Senior Financial Services Coordinator, you will...

POSITION SUMMARYThis role will be responsible for managing the settlement process for deceased clients' assets at IGM. The ideal candidate will be a strong team player who thrives in a fast-paced environment and is comfortable working with multiple applications and account types.Duties Include:Interpreting and analyzing documentation for the settlement of...

As a locally based financial institution, Cambrian Credit Union is committed to working within our community. Our Wealth Management Team is seeking a seasoned professional to lead our Wealth & Advisory Services Support team and Wealth Solutions Centre.Key Responsibilities:Provide direct leadership of the Wealth & Advisory Services Support team and Wealth...