Shape financial futures as a Financial Advisor with IG Wealth Management in Quebec. This hybrid role combines client servicing with personalized financial planning advice to enhance customer experiences.
As a Financial Advisor, you will engage in national client account servicing while ensuring adherence to regulatory compliance. Focused on delivering tailored financial planning that encompasses estate planning, debt management, and more, this position requires strong problem-solving and multitasking skills. Collaborate with various business units to address client escalations effectively.
Key Responsibilities: • Manage client servicing for inbound and outbound inquiries • Provide financial planning advice for various topics • Ensure compliance with regulatory standards in client interactions • Manage escalations and coordinate issue resolution • Participate in departmental initiatives for growth