Advisor for Corporate Channel

Position: Advisor for Corporate Channel at IG Wealth Management
Merge expertise with a transformative role as a Wealth Advisor at IG Wealth Management in Greater Vancouver. This position emphasizes a hybrid work model, fostering deep relationships and guiding clients through their financial journeys.

In this role, you will lead with the IG Living Plan, crafting holistic financial strategies tailored to client needs. Your responsibilities include a balance of servicing existing clients and accessing growth opportunities, all while utilizing innovative digital tools that enhance client interactions and efficiencies.

Key Responsibilities:

• Develop comprehensive financial plans covering all aspects

• Strengthen client contacts while following regulations

• Focus primarily on service for existing clients

• Utilize digital tools to improve efficiency

• Handle marketing-driven client outreach and retention

Requirements:

• Mutual fund licensed or Securities licensed

• 3+ years experience in client-facing roles

• Proven financial planning and relationship building

• University degree in finance or related field

• Comfortable pursuing LLQP and CFP designations

Shape the future of client financial success with IG Wealth Management in a supportive culture.
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