Start your journey with IG Wealth Connect as a Financial Advisor located in Manitoba or Saskatchewan, where you'll provide exceptional financial planning services and proactive client support. Your work will play a crucial role in ensuring a compliant and engaging client experience.
The Advisor position focuses on managing and servicing a segment of IG Wealth Management's client accounts nationwide. You will assist clients with various financial needs, including estate planning and mortgage advice, while also engaging in the growth of business initiatives. Your capability to multitask and identify process improvements will be essential in this role.
Key Responsibilities:
• Manage daily client servicing and retention efforts
• Provide dedicated financial planning and advice to clients
• Ensure compliance in every interaction with clients
• Resolve client escalations in collaboration with teams
• Participate in the growth initiatives of IG Wealth Connect
Requireme...