Serve Quebec City clients through holistic financial planning, mutual fund expertise, and a hybrid schedule with three office days weekly. Support existing relationships while building future opportunities.

As an Advisor with IG Wealth Management’s Corporate Channel, you will deliver the IG Living Plan and comprehensive advice. Your work will address investments, retirement, mortgages, banking, insurance, tax, risk management, and estate planning. You will primarily service existing clients while developing relationships and business opportunities.

Key Responsibilities:

- Provide holistic financial plans aligned with client goals
- Identify relationship-deepening opportunities within regulatory guidelines
- Service existing clients according to Corporate Channel standards




- Use digital tools to improve efficiency and service levels
- Manage contacts, campaigns, priorities, and retention activities

Requirements:

- Mutual fund or securities licensing
- Three or more years of client-facing financial planning experience
- University degree in a relevant field
- Robust relationship, sales, communication, and planning skills
- French and English proficiency required for client support

Bring financial planning excellence, relationship-building, and digital proficiency to IG Wealth Management’s Corporate Channel in Quebec City.

📌 Corporate Channel Financial Advisor (Quebec City)
🏢 IG Gestion de patrimoine
📍 Quebec City