Job Description
Elevate your financial planning skills with IG Wealth Management as a Remote Advisor in Sault Ste. Marie, Ontario. Engage with clients holistically to help them achieve their financial goals while enjoying a hybrid work model.
As a part of the Corporate Channel at IG Wealth Management, the successful advisor will provide exceptional financial planning services. Your role will necessitate mutual fund licensing and a minimum of three years of client-facing experience. Develop comprehensive financial plans by addressing clients’ short and long-term financial objectives, risk management, and estate planning needs.
Key Responsibilities:
• Deliver holistic financial planning solutions for clients
• Strengthen client relationships while ensuring regulatory compliance
• Focus on servicing existing clients to enhance customer satisfaction
• Maximize service levels using IGWM’s digital tools
• Manage inbound and outbound client interactions efficiently
Requirements:
• ...
As a part of the Corporate Channel at IG Wealth Management, the successful advisor will provide exceptional financial planning services. Your role will necessitate mutual fund licensing and a minimum of three years of client-facing experience. Develop comprehensive financial plans by addressing clients’ short and long-term financial objectives, risk management, and estate planning needs.
Key Responsibilities:
• Deliver holistic financial planning solutions for clients
• Strengthen client relationships while ensuring regulatory compliance
• Focus on servicing existing clients to enhance customer satisfaction
• Maximize service levels using IGWM’s digital tools
• Manage inbound and outbound client interactions efficiently
Requirements:
• ...