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