Bilingual Advisory Position Ig Wealth Management Ottawa

Bilingual Advisory Position Ig Wealth Management Ottawa

19 Oct
|
IG Wealth Management
|
Ottawa

19 Oct

IG Wealth Management

Ottawa

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid mode.

As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory compliance across client interactions. Your role is pivotal in ensuring outstanding client experiences and identifying areas for operational enhancement within the organization.

Key Responsibilities
Oversee daily client servicing and proactive campaigns
Offer comprehensive estate, debt, and insurance planning advice
Maintain compliance with financial planning regulations




Resolve client escalations efficiently through collaboration
Engage in departmental growth and strategy initiatives

Requirements:
Minimum 4 years of experience in the financial industry
Fully bilingual in English and French with robust communication
Proven problem-solving capabilities and sales orientation
Relevant education in business or financial services
Practical experience with CRM software and Office Suite

Apply your bilingual financial planning skills and make a rewarding difference at IG Wealth Management.

📌 Bilingual Advisory Position Ig Wealth Management Ottawa
🏢 IG Wealth Management
📍 Ottawa

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