Bilingual Coordinator, Wealth Operations Specialist

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...

POSITION SUMMARYThe Insurance Case Coordinator at IG Wealth Management plays a vital role in ensuring timely and effective delivery of Insurance Services to clients. This position manages a caseload of new insurance business, acting as a liaison between Consultants, Estate Insurance Specialists, underwriters, and other insurance company...

POSITION SUMMARYThe Insurance Case Coordinator is responsible for managing a portfolio of new insurance business for Estate and Planning Specialists. The role ensures timely and effective delivery of Insurance Services to clients. The coordinator serves as a liaison between Consultants, Estate Insurance Specialists, underwriters, and regional health services...

POSITION SUMMARYThe Insurance Case Coordinator at IG Wealth Management manages a caseload of new insurance business to ensure timely and effective delivery of Insurance Services to clients. The role requires strong communication and problem-solving skills to liaise with consultants, underwriters, and other stakeholders.DUTIES INCLUDE:Verifying the accuracy...

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 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...

Division OverviewIG Wealth Management's RESP group is seeking a dedicated Coordinator to support our team in providing administrative and servicing support for multiple lines of business.This role will involve performing account management and servicing activities for client accounts in both English and French, as well as interpreting and analyzing...

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...

Position Summary:The Insurance Case Coordinator plays a crucial role in managing new insurance business for Estate and Planning Specialists, ensuring timely and effective service delivery to clients. This position requires strong communication and problem-solving skills, with the ability to work effectively with diverse stakeholders.Key Responsibilities:Act...

Join us at IG Wealth Management and contribute to our clients' financial success!As an Administrative Support Specialist, you will play a vital role in supporting the success of IGM Technology executives. Your responsibilities will include:Managing calendars and coordinating meeting logisticsCoordinating travel arrangements and preparing expense...

The Opportunity:IG Wealth Management is seeking a skilled Coordinator to support the External Transfer In group. This role provides administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS. The successful candidate will have the opportunity to work in a fast-paced environment, providing high-quality...

The Opportunity:At IG Wealth Management, we are seeking a skilled Business Coordinator to join our External Transfer In team. This role will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS.Key Responsibilities:Provide high-quality service to external and internal customers by performing...

Job SummaryThe Insurance Case Coordinator plays a key role in ensuring timely and effective Insurance Services to clients. This position is responsible for managing a caseload of new insurance business for Estate and Planning Specialists.Key ResponsibilitiesAct as liaison for Consultants, Estate Insurance Specialists, underwriters, and other insurance...

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...

Job Summary:This role involves settling deceased clients’ assets at IG Wealth Management, requiring strong teamwork and adaptability in a fast-paced environment.Duties Include:Interpreting documentation for various account types and products to facilitate estate settlements.Processing redemptions, transfers, account adjustments, service setups, and...

About the Role:Cambrian Credit Union is seeking a seasoned professional to lead our Wealth Management Team. As a key member of our organization, you will be responsible for providing direct leadership to the Wealth Management Support team and Wealth Solutions Centre.Key Responsibilities:Lead the Wealth Management Support team and Wealth Solutions Centre,...

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,...

APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

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...