Job Description
Join the IG Wealth Management team in Quebec as a Financial Planner Advisor. This hybrid position focuses on providing exceptional financial planning services and client support nationally.
In this role, you will be tasked with delivering personalized financial solutions while maintaining compliance with regulatory standards. With a mix of client servicing and strategic planning, you’ll engage actively with various client accounts. Your strong analytical and sales skills will aid in meeting client needs and managing escalations and inquiries.
Key Responsibilities:
• Manage daily client servicing activities and inquiries
• Provide comprehensive advice on financial planning topics
• Enforce compliance with regulatory guidelines
• Address escalations and facilitate resolution with teams
• Engage in departmental initiatives for growth and efficiency
Requirements:
• At least 4 years in financial services
• Bilingual in French and English is mandatory
• Profi...
In this role, you will be tasked with delivering personalized financial solutions while maintaining compliance with regulatory standards. With a mix of client servicing and strategic planning, you’ll engage actively with various client accounts. Your strong analytical and sales skills will aid in meeting client needs and managing escalations and inquiries.
Key Responsibilities:
• Manage daily client servicing activities and inquiries
• Provide comprehensive advice on financial planning topics
• Enforce compliance with regulatory guidelines
• Address escalations and facilitate resolution with teams
• Engage in departmental initiatives for growth and efficiency
Requirements:
• At least 4 years in financial services
• Bilingual in French and English is mandatory
• Profi...