Bilingual Advisory Position

Position: Bilingual Advisory Position IG Wealth Management
Location: Martensville

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model.

As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory compliance across client interactions.

Your role is pivotal in ensuring outstanding client experiences and identifying areas for operational enhancement within the organization.

Key Responsibilities:

• Oversee daily client servicing and proactive campaigns

• Offer comprehensive estate, debt, and insurance planning advice

• Maintain compliance with financial planning regulations

• Resolve client escalations efficiently through collaboration

• Engage in departmental growth and strategy initiatives

Requirements:

• Minimum 4 years of experience in the financial industry

• Fully bilingual in English and French with strong communication

• Proven problem-solving capabilities and sales orientation

• Relevant education in business or financial services

• Practical experience with CRM software and Office Suite

Apply your bilingual financial planning skills and make a rewarding difference at IG Wealth Management.
#J-18808-Ljbffr