Support IG Wealth Connect Advisors and clients in Montreal using bilingual service expertise, investment knowledge, and strong administrative skills.
As a Service Specialist within IG Sales & Distribution, you will provide operational support for financial and non-financial transactions. The position requires client servicing, account administration, issue resolution, and accurate handling of supporting paperwork. You will apply corporate policies and procedures while communicating with Advisors, clients, and other business units.
Key Responsibilities:
- Guide Advisors through orders, inquiries, and business submission methods
- Update accounts and process non-financial service requests
- Resolve client questions and strengthen relationship experiences
- Research escalations and recommend alternatives or solutions
- Coordinate with business units to resolve concerns promptly
Requirements:
- Minimum two years in diverse customer service roles
- Frontline client service and mutual funds experience
- Business post-secondary education with relevant financial courses
- Strong written, verbal, interpersonal, and investigative skills
- Bilingual French and English communication is required
Bring bilingual communication, investment experience, and dependable administration to client and Advisor support at IG Wealth Connect.
Bilingual Financial Services Specialist in Québec employer: IG Gestion de patrimoine
IGM Financial is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to lead architectural advancements in the wealth management sector. With a strong commitment to professional growth, employees benefit from extensive training opportunities and the chance to influence financial solutions that support over two million Canadians. Located in a hybrid work environment, IGM Financial offers a unique blend of flexibility and teamwork, making it an ideal place for those seeking meaningful and rewarding careers.
