Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – French (QC - Saguenay)
IG Wealth Management
- Saguenay, QC
- Permanent
- Full-time
- Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
- Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
- Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
- Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
- Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
- Using reporting, tools, and analysis to support the identification of future business opportunities.
- Mutual fund licensed
- 3+ years of client facing financial planning experience
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
- University Degree in a relevant field
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
- ETF approved for trading completed.
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
- Bilingualism (French-English) is required