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Senior Specialist Wealth Operations

🏢
IG Wealth Management
📍 Canada, Canada
📍
Location Canada
📅
Posted March 23, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

POSITION SUMMARY

The Senior Specialist supports clients, Portfolio strategist and investment dealer 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...

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    📍 Location Details

    🌆
    City
    Canada
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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