Advisor, IG Wealth Management, Corporate Channel - Canada
4 hours ago

Job summary
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.Responsibilities
- Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
- Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
- Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
Job description
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