Wealth Planning Advisor: Corporate Channel (Hybrid)

IG Gestion de patrimoine; Quebec; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Benefits

Pension

Bonus

Job summary

IG Wealth Management, part of IGM Financial, seeks Corporate Channel Advisors across Canada. You will deliver holistic financial planning and investment guidance, supporting IG Living Plan for high-net-worth and mass-affluent clients.

This mostly remote role offers a base salary, bonus, benefits and pension, with occasional regional office collaboration. Hybrid work model enables three days in office and two days remote.

Qualifications

• Mutual funds licensed and licensed to sell investment products.
• 3+ years of client-facing financial planning experience.
• University degree in a relevant field.
• CFP or Financial Planner designation preferred or willingness to complete.
• LLQP and provincial licensing approvals to be completed within 60 days.
• ETF approval for trading completed.

Responsibilities

• Provide holistic financial plans addressing goals, tax, retirement, risk, and estate planning.
• Identify opportunities to deepen client relationships within regulatory guidelines.
• Support approximately 85% of time servicing existing clients and 15% on growth.
• Improve service levels using IGWM’s digital tools.
• Manage daily priorities and respond to client inquiries and proactive campaigns.
• Use reporting and analytics to identify future business opportunities.

Skills

Mutual fund licensed

Proven client-facing experience

CFP or Financial Planner designation

Education

University degree in a relevant field

LLQP & Provincial Licensing exam (Insurance)

ETF trading approval completed

Tools

CRM software

Financial Planning software

Job description

IG Wealth Management, part of IGM Financial, seeks Corporate Channel Advisors across Canada. You will deliver holistic financial planning and investment guidance, supporting IG Living Plan for high-net-worth and mass-affluent clients.

This mostly remote role offers a base salary, bonus, benefits and pension, with occasional regional office collaboration. Hybrid work model enables three days in office and two days remote.