Summary

Division: Financial Services Distribution | Private Wealth ManagementLocation: Quebec   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.   Position Details:The Vice President, Private Wealth Management role is primarily focused on coaching top performing Advisors who are members of Private Wealth Management in the acquisition of high-net-worth clients and practice management strategies to drive efficiency and sustainability. A secondary focus is to work closely with Area Senior Vice President’s on area initiatives that drive advisor productivity and results. Responsibilities: PWM Advisor Development Design and implement tailored development plans for top-performing advisors, with a focus on enhancing practice growth and overall productivity. PWM Team Engagement & Support Conduct regular engagements with PWM teams to uncover growth opportunities and proactively address challenges that may hinder practice success. High Net Worth Client Acquisition Collaborate with Regional Vice Presidents (RVPs) and Area Senior Vice Presidents (SVPs) to identify high-potential advisors and drive initiatives aimed at acquiring significant high net worth clients. Strategic Leadership & Collaboration Lead and contribute to area-wide strategic initiatives that promote advisor productivity and professional development.   Requirements: University degree in Business or a related discipline (or equivalent experience) CFP designation or equivalent certification 10+ years of experience in sales or business management within financial services or a related industry Proven leadership and team management experience Strong knowledge of advanced financial planning concepts and ability to deliver complex financial plans Proficiency with IG Wealth Management Practice Management tools Excellent analytical skills with advanced proficiency in Excel and PowerPoint In-depth understanding of the financial services industry and competitive landscape Strong presentation, facilitation, and coaching skills Exceptional interpersonal and communication abilities Bilingualism (oral and written) in French and English is required to support clients and PWM teams within 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.   Please apply by June 30, 2025.   #LI-KN1 #LI-Hybrid

Description

 

Division: Financial Services Distribution | Private Wealth Management
Location: Quebec

 

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.

 

Position Details:
The Vice President, Private Wealth Management role is primarily focused on coaching top performing Advisors who are members of Private Wealth Management in the acquisition of high-net-worth clients and practice management strategies to drive efficiency and sustainability. A secondary focus is to work closely with Area Senior Vice President’s on area initiatives that drive advisor productivity and results.

Responsibilities:

  • PWM Advisor Development
    • Design and implement tailored development plans for top-performing advisors, with a focus on enhancing practice growth and overall productivity.
  • PWM Team Engagement & Support
    • Conduct regular engagements with PWM teams to uncover growth opportunities and proactively address challenges that may hinder practice success.
  • High Net Worth Client Acquisition
    • Collaborate with Regional Vice Presidents (RVPs) and Area Senior Vice Presidents (SVPs) to identify high-potential advisors and drive initiatives aimed at acquiring significant high net worth clients.
  • Strategic Leadership & Collaboration
    • Lead and contribute to area-wide strategic initiatives that promote advisor productivity and professional development.

 

Requirements:

  • University degree in Business or a related discipline (or equivalent experience)
  • CFP designation or equivalent certification
  • 10+ years of experience in sales or business management within financial services or a related industry
  • Proven leadership and team management experience
  • Strong knowledge of advanced financial planning concepts and ability to deliver complex financial plans
  • Proficiency with IG Wealth Management Practice Management tools
  • Excellent analytical skills with advanced proficiency in Excel and PowerPoint
  • In-depth understanding of the financial services industry and competitive landscape
  • Strong presentation, facilitation, and coaching skills
  • Exceptional interpersonal and communication abilities

Bilingualism (oral and written) in French and English is required to support clients and PWM teams within 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.

 

Please apply by June 30, 2025.  

#LI-KN1

#LI-Hybrid

 

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