Wealth Management 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...

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...

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 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...

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...

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 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 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...

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...

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,...

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 SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at National Bank Financial – Wealth Management. As an Associate Financial Advisor, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of...

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...

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...

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 SUMMARYThis role will be responsible for completing the settlement processing for all deceased clients' assets at IGM. The ideal candidate should be a strong team player who excels in a fast-paced environment. They will be comfortable working on multiple applications and handling various account types and products, such as Mutual Funds, GICs,...

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.

About the RoleCambrian Credit Union is seeking a highly skilled and experienced professional to join our Wealth Management Team as a Manager, Wealth & Advisory Services. This key leadership role will provide direct leadership to the Wealth & Advisory Services Support team and Wealth Solutions Centre, ensuring the delivery of exceptional service to our...

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...