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Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Greater Montreal Area

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IG Wealth Management
📍 Canada, Canada
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Location Canada
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Posted June 28, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Responsibilities

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  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.

  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed

  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.

  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools

  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.

  • Using reporting, tools, and analysis to support the identification of future business opportunities.

    •  Qualificati...

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    📍 Location Details

    🌆
    City
    Canada
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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