Remote Advisor, Corporate Channel - Wealth Management

IG Wealth Management; Quebec; Hybrid; CAD 85,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Benefits & insurance

Pension plan

Work-life balance

Diversity & inclusion

Job summary

IG Wealth Management is seeking a Corporate Channel Advisor to deliver holistic financial planning to Canadian clients, leveraging digital tools and a client-centric approach. The role emphasizes servicing existing clients while pursuing growth opportunities, within a primarily remote setup and regional office support as needed.

You will collaborate with financial advisors and clients, requiring strong relationship skills, licensing, and ongoing professional development in wealth management.

Qualifications

• Mutual fund licensed and able to obtain licensing within 60 days.
• 3+ years of client-facing financial planning experience.
• Strong relationship and sales skills with demonstrated financial planning excellence.
• University degree in a relevant field and professional certifications as applicable.
• Proficiency with CRM and Financial Planning software; ability to leverage digital tools.

Responsibilities

• Provide holistic financial plans addressing goals, taxes, retirement, risk management and estate planning.
• Identify opportunities to deepen client relationships while following regulatory guidelines.
• Balance servicing existing clients with targeted growth efforts under Corporate Channel standards.
• Increase efficiency and service levels using IGWM's digital tools and processes.
• Manage day-to-day client interactions, campaigns, and retention activities with Marketing support.
• Use reporting and analytics to identify future business opportunities.

Skills

Bilingual French-English

Education

University Degree in a relevant field

LLQP & Insurance Licensing

ETF trading approval

CFP or Financial Planner designation (or pursuing)

Willing to pursue within 2 years

Tools

CRM

Financial Planning software

Job description

IG Wealth Management is seeking a Corporate Channel Advisor to deliver holistic financial planning to Canadian clients, leveraging digital tools and a client-centric approach. The role emphasizes servicing existing clients while pursuing growth opportunities, within a primarily remote setup and regional office support as needed.

You will collaborate with financial advisors and clients, requiring strong relationship skills, licensing, and ongoing professional development in wealth management.