Plan Portal Lead - Hybrid Financial Planning Expert
Longueuil, Province de Québec, Canada
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Reporting, Financial Advisor / Consultant
IGM Financial Inc. in Canada, through IG Wealth Management and Mackenzie Investments, seeks a Living Plan Portal specialist (Senior Manager) to support high-net-worth client planning. Remote work is possible with periodic travel to meet the team and clients.
Join a 46-person Advanced Financial Planning group delivering training, reports and strategic advice to IG Advisors, with a bilingual English/French asset and strong presentation skills.
We are currently recruiting a Living Plan Portal Lead
- Hybrid Financial Planning Expert for our team in Canada.
The advertised compensation is 87..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Living Plan Portal Lead
- Hybrid Financial Planning Expert role in the description above.
We appreciate your interest in this position.
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