Support IG Wealth Connect Advisors and clients in Montreal using bilingual service expertise, investment knowledge, and strong administrative skills.

As a Service Specialist within IG Sales & Distribution, you will provide operational support for financial and non-financial transactions. The position requires client servicing, account administration, issue resolution, and accurate handling of supporting paperwork. You will apply corporate policies and procedures while communicating with Advisors, clients, and other business units.

Key Responsibilities:

- Guide Advisors through orders, inquiries, and business submission methods
- Update accounts and process non-financial service requests
- Resolve client questions and strengthen relationship experiences




- Research escalations and recommend alternatives or solutions
- Coordinate with business units to resolve concerns promptly

Requirements:

- Minimum two years in diverse customer service roles
- Frontline client service and mutual funds experience
- Business post-secondary education with relevant financial courses
- Solid written, verbal, interpersonal, and investigative skills
- Bilingual French and English communication is required

Bring bilingual communication, investment experience, and dependable administration to client and Advisor support at IG Wealth Connect.

📌 Bilingual Financial Services Specialist (Canada)
🏢 IG Gestion de patrimoine
📍 Canada