Senior Total Wealth Planner - Quebec

Join a purpose driven winning team in an inclusive and high-performing culture. · The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice to high net worth clients. · ...

This position involves providing clients with holistic financial plans considering their short-term goals tax retirement risk management estate planning. · Advisors in the Corporate Channel provide proactive outstanding planning advice to clients leading with the IG Living Plan. ...

This position requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. · ...

We are currently looking for a Director to join our Advanced Financial Planning team. · The Director is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. ...

The Director is responsible for providing advanced taxation and estate planning advice to IG Wealth Management Consultants. · Support IG Wealth Management Consultants by responding by telephone (Teams) and by email to their questions related to taxation, estate planning, and othe ...

We are currently looking for a Director to join our Advanced Financial Planning team. · ...

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual funds licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now. · Advisors in the Corporate Ch ...

This position requires the successful candidate to be Mutual fund licensed. Join our team to engage in continuous learning and skill development in a supportive environment. · Experience the best of both worlds with our hybrid work environment where you spend three days a week in ...

We are currently looking for a Director to join our Advanced Financial Planning team. · The Director is responsible for providing advanced taxation and estate planning advice. · ...

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. · ...

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. · ResponsibilitiesManage day-to-day priorities servi ...

We are seeking an Advisor to provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. · Manage day-to-day priorities servicing inbound/outbound client · Provide financial planning advice - assist with estate planning debt manageme ...

Join our team at IG Wealth Management to engage in continuous learning and skill development in a supportive environment. · Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities · Provide financial planning advice - assist wi ...

The Senior Financial Planner provides customized financial planning to our MDS clients with investable household assets of $3,000,000 or more. · ...

The Senior Financial Planner will provide customized financial planning services to high-net-worth clients with investable assets of $3,000,000 or more. · Expert Level Client Discovery · Customized goals-based financial planning · ...

Build the future with us Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their future As a Financial Planner you will play a key role in ...

Division: Marketing · Location: Winnipeg/Toronto/Montreal · IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two milli ...

This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. · ...

Division: Marketing · Location: Winnipeg/Toronto/Montreal · IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two milli ...

This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. This role provides HNW/UHNW clients with day-to-day banking and credit needs in a high touch eng ...