IG Wealth Connect Financial Advisor

Location: North Battleford

Start your journey with IG Wealth Connect as a Financial Advisor located in Manitoba or Saskatchewan, where you'll provide exceptional financial planning services and proactive client support. Your work will play a crucial role in ensuring a compliant and engaging client experience.

The Advisor position focuses on managing and servicing a segment of IG Wealth Management's client accounts nationwide. You will assist clients with various financial needs, including estate planning and mortgage advice, while also engaging in the growth of business initiatives. Your capability to multitask and identify process improvements will be essential in this role.

Key Responsibilities:

• Manage daily client servicing and retention efforts

• Provide dedicated financial planning and advice to clients

• Ensure compliance in every interaction with clients

• Resolve client escalations in collaboration with teams

• Participate in the growth initiatives of IG Wealth Connect

Requirements:

• Minimum of 4 years in the financial services landscape

• Strong analytical and financial planning capabilities

• Background in mortgage, mutual funds, or insurance preferred

• Post-secondary or equivalent education in relevant fields

• Experience with CRM tools and MS Office Suite

Embrace the opportunity to enhance your advisory skills at IG Wealth Connect while delivering unparalleled service to clients.
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