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

IG Wealth Management

📍 Canada, Ontario, Canada

Full-time Financial Specialists

Job Description

Responsibilities
:
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.
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Job Details

Location Canada, Ontario

Job Type Full-time

Category Financial Specialists

Posted July 23, 2026

Deadline September 01, 2026