Join IG Wealth Connect in Quebec as an Advisor, where you will deliver expert financial planning advice in a hybrid working environment. This role enhances client satisfaction through proactive service and compliance.
This advisory role focuses on managing a diverse portfolio of client accounts nationally, ensuring all actions comply with regulatory standards. You will be responsible for providing comprehensive financial planning while managing daily service priorities and escalations. Your ability to multitask in a dynamic setting will be essential for success in this position.
Key Responsibilities:
• Service inbound/outbound client inquiries effectively
• Deliver estate planning, insurance, and debt management advice
• Ensure adherence to regulatory guidelines in all interactions
• Collaborate across departments for issue resolution
• Support departmental growth initiatives and strategies
Requirements:
• 4+ years' experience in financial services
• Bilin...