Deliver holistic financial planning at IG Wealth Management in Sherbrooke, using relationship skills and digital tools. This hybrid role requires three office days weekly.

As an Advisor in the Corporate Channel, you will serve existing IG clients through the IG Living Plan. Your planning will address investments, retirement, mortgages, banking, insurance, tax, risk management, and estate planning. The position emphasizes client service while identifying growth opportunities.

Key Responsibilities:

- Provide holistic plans covering clients’ financial goals and priorities
- Identify relationship opportunities while following regulatory guidelines
- Service existing clients and grow the client base
- Use digital tools to enhance efficiency and service levels
- Manage contacts, campaigns, reporting, and retention activities

Requirements:

- Mutual fund or securities license
- Three or more years’ client-facing financial planning experience
- University degree in a relevant field
- Solid relationship, sales, communication, and planning skills
- French and English required; CRM proficiency expected

Apply financial planning excellence, client service, and digital expertise as an IG Wealth Management Advisor in Sherbrooke.

📌 Financial Advisor Corporate Channel Sherbrooke (Quebec City)
🏢 IG Wealth Management
📍 Quebec City