Investment Representative (IR) at Dream

Quebec, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual, Communication Skills, Problem Solving, Attention to Detail, Organization Skills, Financial Services Knowledge, Client Service, Regulatory Knowledge, Trade Execution, Suitability Assessment, KYC Compliance, Teamwork, Ethical Standards, Project Participation, Adaptability, Continuous Learning

Industry

Description

Division: IGM-CSO Location: Montreal or Winnipeg 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 and Mackenzie Investments. 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 center. You will join a team 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. IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas. Our vision: We inspire financial confidence. At IG Wealth Management Inc. We Believe Our success starts with the success of our clients In achieving excellence in all we do, and anything worth doing is worth doing extraordinarily well Only through teamwork can we realize our greatest potential We can never be satisfied with the status quo and that every day we should be focused on creating more value In the power of advice to change lives for the better It is our mission to make a difference in the world and the lives of others Department Summary IG Wealth Management Inc. is an investment dealer registered in all Canadian jurisdictions with the Canadian Investment Regulatory Organization (CIRO). As a securities dealer, we offer 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 Inc.. Trade Centre supports account inquiries and registered trade activity on behalf of our internal and external clients. Position Summary The Senior Specialist supports clients, Portfolio Strategists and advisors 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 position that will be filled in Montreal or Winnipeg. Duties Include Responsible for the professional servicing of in-coming telephone and email contacts from clients, Portfolio Strategists, Advisors and other internal departments Complete suitability assessment of orders and help client with KYC completion and or update Accurately executes client trades ensuring the adherence to industry and company regulations Maintains up-to-date knowledge on the industry and company policies, products and procedures Upholding ethical and professional requirements as an CIRO registrant Participates in special projects and assignments Completion of educational requirements to maintain registration proficiency Qualifications REQUIRED: Currently licensed as Registered Representative (RR) with CIRO or as Investment Representative (IR) and willing to become a RR within 90 days from the start date. REQUIRED: Bilingual (English and French) Minimum of 4 to 7 years’ experience in the financial services industry Post-secondary education in a related field Strong oral communication skills Proven problem solving methodology Accuracy, attention to detail and organization skills required Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec. Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted. 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.

Responsibilities

The Senior Specialist supports clients, Portfolio Strategists, and advisors through the accurate and efficient execution of trades. This includes servicing incoming contacts, executing trades, and maintaining knowledge of industry regulations and company policies.