Wealth Management Support Specialist

Job Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to provide exceptional support to our Corporate Channel team at IG Wealth Management.Key Responsibilities:Provide administrative support to the VP Corporate Channel, including calendar management, communication prioritization, and liaison with external and...

Division: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...

Position SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...

Job OverviewWe are seeking a highly skilled and organized Administrative Support Professional to join our team at IG Wealth Management.

Job SummaryThe Regional Office Operations Specialist is a critical role within IG Wealth Management, responsible for providing exceptional client service and administrative support to both internal and external clients.Key ResponsibilitiesWelcome and greet clients at reception, manage incoming calls, and coordinate inventory management.Handle mail and...

Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to provide comprehensive administrative support to the VP Corporate Channel and other team members. The successful candidate will possess excellent communication skills, both written and verbal, and be able to interact effectively at all levels while...

Job OverviewWe are seeking a seasoned Senior Wealth Management Specialist to join our team at National Bank. This is a permanent, full-time position based in Quebec City, Quebec.Job DescriptionAs a Senior Wealth Management Specialist, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions....

Role OverviewWe are seeking a Senior Wealth Management Specialist to join our Scotia Wealth Management team. The successful candidate will be responsible for managing high net worth client relationships and providing exceptional service.Key Responsibilities:Relationship Management & Client ServiceNew Business DevelopmentRisk ManagementAdditional...

Job SummaryWe are seeking a highly skilled Compliance Manager to join our team at IG Wealth Management. As a key member of our compliance team, you will be responsible for ensuring that our business practices and operations are in compliance with regulatory requirements.ResponsibilitiesConduct tier 1 supervision activities, including reviews of daily and...

Job SummaryWe are seeking a highly motivated Compliance Manager - Investment and Mutual Funds to join our team at IG Wealth Management.About the RoleConduct tier 1 supervision activities, including reviewing daily and monthly trading, account opening, and KYC updates.Support registrants in resolving compliance issues with regulatory guideline interpretation...

ROLE SUMMARYThe Regional Office Operations Coordinator acts as the primary point of contact for internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, handling reception duties, and supporting key business transactions.Key Responsibilities:Welcoming clients, managing incoming calls, and maintaining...

At IG Wealth Management, we are seeking an experienced Administrative Liaison to support our Region Office Operations team.Job SummaryThe successful candidate will serve as the first point of contact for internal and external clients, providing exceptional service and support. Key responsibilities include greeting clients, managing incoming calls, and...

ROLE SUMMARYThe Regional Office Operations Coordinator at IG Wealth Management serves as the primary point of contact for internal and external clients. This role is responsible for providing exceptional service, managing reception duties, and supporting key business transactions. Key responsibilities include greeting clients, managing incoming calls, and...

Job DescriptionThe Administrative Operations Coordinator is a critical role within IG Wealth Management, requiring exceptional organizational and communication skills. This position will serve as the primary point of contact for internal and external clients, providing top-notch service and support.Key ResponsibilitiesManage reception duties, including...

IG Wealth Management is seeking a highly skilled and organized Multilingual Operations CoordinatorAbout the RoleWe are looking for an exceptional individual to join our team as a Multilingual Operations Coordinator. This role will provide administrative support to our leaders and cross-departmental teams, ensuring seamless operations and effective...

About the RoleA career as an Associate in the Wealth Management team at National Bank offers a unique opportunity to collaborate with clients and colleagues, driving exceptional customer service that has a lasting impact on our clients, particularly within the Charest-Letarte team.Your ResponsibilitiesEnsure seamless communication among clients, advisors,...

Ce poste offre une occasion unique de travailler en tant que conseiller financier chez IG Wealth Management. Nous sommes à la recherche d'un spécialiste des relations client pour rejoindre notre équipe en pleine croissance.Salaire estimé : 70 000$ - 100 000$ par anEmplacement : QuébecNous offrons un environnement de travail stimulant et varié,...

Company Overview:National Bank Financial – Wealth Management is a leading investment dealer in Canada, serving over 400,000 clients through its network of almost 1,000 Investment Advisors across more than 100 branches.About the Role:We are seeking a highly analytical and finance-savvy Senior Wealth Management Analyst to join our team. This key position...

Job SummaryWe are seeking a highly skilled Expert Wealth Strategist to join our team at National Bank Financial (NBF). This role primarily involves providing expertise and support to NBF clients and Investment Advisors (IAs) with their wealth management needs.About the RoleBecome one of the key references in wealth strategy for the client advisory team of...

Job DescriptionWe are seeking an experienced and skilled Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service to our clients and supporting our wealth advisors in their business development.About the RoleThe ideal candidate will have a...