Corporate Channel Advisor at IGM Financial

Take your financial advising career to the next level with IGM Financial in Halifax, Nova Scotia. As a Corporate Channel Advisor, you'll provide customized financial planning and proactive client advice while enjoying a hybrid work model.
IGM Financial Inc. is expanding its team of Corporate Employed Advisors at IG Wealth Management. This remote-focused position requires mutual funds licensing and offers a competitive compensation package with benefits, bonuses, and pension plans. Advisors work primarily with existing clients, delivering comprehensive financial strategies that encompass investment plans, retirement savings, and more.
Key Responsibilities:
• Develop holistic financial plans tailored to client needs
• Deepen client relationships while adhering to regulations
• Ensure positive client experiences, focusing on existing accounts
• Utilize IGWM digital tools to enhance efficiencies
• Manage inbound/outbound client engagements and retention tasks
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