Cultivate financial confidence as a Bilingual Advisor at IG Wealth Management in Alberta or Saskatchewan. Join a leading team dedicated to providing tailored financial planning advice in a hybrid work environment.
In this role, you will service client accounts nationally, offering expert financial planning advice while maintaining compliance with regulations. Your ability to identify business improvement opportunities will drive growth and enhance client experiences. With a focus on teamwork and excellence, you'll play a key part in advancing our strategic initiatives within IG Wealth Connect.
Key Responsibilities:
• Service client accounts and manage daily interactions
• Deliver financial planning advice in various areas
• Ensure compliance with financial planning standards
• Address escalations and collaborate internally
• Contribute to departmental initiatives and strategies
Requirements:
• At least 4 years of experience in financial services
• Fully bilingual in English and French
• Solid problem-solving and sales skills
• Relevant post-secondary education and certifications
• Knowledge of CRM systems and the Office Suite
Utilize your bilingual skills and financial planning expertise to support and empower clients at IG Wealth Management.
#J-18808-Ljbffr