Job Description

Career Opportunity: Practice Coordinator - Financial Services

Location: Fredericton, NB

Job Type: Full-Time

Industry: Financial Services

Are you an organized, community-minded professional with a passion for client service and operational excellence? Our growing financial practice in Fredericton, New Brunswick is seeking a Practice Manager to join our team and help drive efficiency, enhance client relationships, and support business growth.
We're looking for someone who not only thrives in a fast-paced environment but also understands the importance of giving back and building strong community connections. If you're someone who values relationships, service, and purpose-driven work, we'd love to meet you.

Key Responsibilities:

- Schedule and coordinate internal and client meetings

- Manage and maintain the team calendar and key deadlines

- Communicate with clients by phone, email, and in person

- Oversee client relationship management and ensure a high standard of service

- Open new client accounts and ensure accurate documentation

- Track client information, follow-ups, and service milestones

- Plan and execute client appreciation events and educational seminars

- Support day-to-day operations and prioritize tasks effectively

- Collaborate with advisors to streamline workflows and improve client experience

Qualifications:

- Proficient in Microsoft Excel and PowerPoint

- Experience with CRM software (e.g., Salesforce, Redtail, or similar)

- Strong organizational and multitasking skills

- Excellent communication and interpersonal abilities

- Community-minded with a client-first attitude

- Understands the importance of giving back and fostering community engagement

- Knowledge of the financial services industry is required

- Ability to work independently and as part of a team

What We Offer:

- A supportive and collaborative work environment

- Opportunities for professional development

- Competitive compensation package

- Flexible work arrangements (if applicable)

How to Apply:

Please send your resume and a brief cover letter to Sherry Hamilton at sherry.hamilton@ig.ca with the subject line:
Practice Manager Application

Job Type: Full-time

Pay: $44,000.00-$55,000.00 per year

Additional pay:

Bonus pay
Benefits:

Company events Employee assistance program On-site parking Paid time off
Schedule:

Monday to Friday
Work Location: In person