Bilingual Financial Advisor – Hybrid & Client-Focused

IG Wealth Management; Labrador City; Hybrid; CAD 52,500 - 72,500; Full time

Benefits offered by this job

Hybrid work environment

Job summary

IG Wealth Management is seeking a Financial Advisor to provide planning advice and ongoing client servicing to a national client base. You will ensure regulatory compliance and deliver outstanding client experiences, while collaborating with team members across Canada.

The role emphasizes bilingual English/French communication, a background in mutual funds, mortgages or insurance, and strong sales capability within a friendly, inclusive environment.

Qualifications

• Post-Secondary or equivalent in business or relevant field; IFIC Mutual Fund or Canadian Securities Course; CFP designation is an asset.
• Fully bilingual in English and French is mandatory; excellent communication skills.
• Minimum of 4 years experience in the financial services industry; strong sales aptitude.
• Knowledge of French and English required to support clients and team members; includes Quebec operations.

Responsibilities

• Provide financial planning advice and ongoing client servicing; ensure regulatory compliance.
• Meet standards of financial planning and adherance to regulatory guidelines.
• Manage day-to-day priorities and respond to service requests; handle escalations.
• Identify opportunities for business and process improvements within IG Wealth Connect.

Skills

Multi-tasking

Problem solving

Sales skills

Communication skills

Team collaboration

Education

Post-secondary degree in business or relevant field

IFIC Mutual Fund certification

Canadian Securities Course

Certified Financial Planner designation

Tools

CRM

Office Suite

Job description

IG Wealth Management is seeking a Financial Advisor to provide planning advice and ongoing client servicing to a national client base. You will ensure regulatory compliance and deliver outstanding client experiences, while collaborating with team members across Canada.

The role emphasizes bilingual English/French communication, a background in mutual funds, mortgages or insurance, and strong sales capability within a friendly, inclusive environment.