Bilingual Investment Representative - Québec, Canada - IG Wealth Management

IG Wealth Management

Verified Company

Québec, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Division:
IGM Client Services Operations
IGM Financial Inc.

is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management.

For over 90 years of business we have grown to become one of the largest most respected companies in Canada.

We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.

for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

You will join a team that that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.

You will join a team that strives towards excellence while developing and sharing skills and knowledge.

You can make a difference for our clients, the world around us and be part of a team that cares.

We are dedicated to offering a hybrid work environment when applicable.

DEPARTMENT SUMMARY:

Investors Group Securities Inc. (IGSI) is an investment dealer registered in all Canadian jurisdictions with the Investment Industry Regulatory Organization of Canada (IIROC).

As a securities dealer, IGSI offers a broad range of investment products including equities, fixed income, money market instruments and mutual funds to support gathering and consolidating assets within IG Wealth Management.

IGSI operates a Trade Centre that supports the IGSI account inquiries and registered trade activity on behalf of our internal and external clients.

***: The Senior Specialist supports Wealth Planning Specialists, IGSI Consultants and internal departments through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one bilingual position that will be filled in Montreal or Winnipeg.

DUTIES INCLUDE:

Accurately executes client trades ensuring the adherence to industry and company regulations
Maintains uptodate knowledge on the industry and company policies, products, and procedures
Upholding ethical and professional requirements as an IIROC registrant
Participates in special projects and assignments
Completion of educational requirements to maintain registration proficiency

QUALIFICATIONS:

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REQUIRED: Currently licensed as Investment Representative (IR) with IIROC or has completed the CSI Canadian Securities Course (CSC) in the last 3 years and is willing to take the CSI Conduct and Practice Handbook Course (CPH) within 30 days from the start date
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REQUIRED: Bilingual (English and French)

Minimum of 2 to 4 years' experience in the financial services industry
Postsecondary education in a related field
Strong oral communication skills
Proven problemsolving methodology
Accuracy, attention to detail and organization skills required

ADDITIONAL INFORMATION:
Over time might be required.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience.

If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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