Bilingual Coordinator, Wealth Management Specialist

5 days ago

Québec, Quebec, Canada IG Wealth Management Full time

About IG Wealth Management

IG 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 Vision

Our vision is to inspire financial confidence. We strive to be a leader in providing the best advice, experience, and outcomes for our clients, personalized throughout their lifetime.

Our Team

You will join a team that believes our success starts with the success of our clients. We work together to realize our greatest potential, striving towards excellence while developing and sharing skills and knowledge. We are dedicated to offering a hybrid work environment when applicable.

Our Commitment to Diversity and Inclusion

We are a diverse workplace committed to doing business inclusively. We encourage applications from all qualified candidates that represent the diversity present across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals.

The Opportunity

The External Transfer In group at IG Wealth Management is looking for two Coordinators to join our team. As a Coordinator, you will have the opportunity to do your best work by:

  • Providing high-quality service to external and internal customers
  • Performing account management and servicing activities for client accounts in both English and French
  • Creating effortless experiences for our clients
  • Identifying opportunities for change and optimization in a collaborative manner

Requirements

To be successful in this role, you will have:

  • Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences
  • Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company
  • Results-oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills
  • Strategic thinker: Ability to problem solve and make decisions considering regulatory environments
  • Communication: Bilingual in English & French. Strong written and oral communication skills in both languages
  • Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills
  • Education: Post-secondary education in Business Administration and/or related field
  • Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends

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