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Location
Canada, Alberta, Canada
Posted
March 23, 2026

Job Description

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.

  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools

  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.

  • Using reporting, tools, and analysis to support the identification of future business opportunities.

    • Qualificatio...

    Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      March 23, 2026
    • Application Deadline
      May 02, 2026