Summary

Division: IG-Stgy&AdvCXLocation: Winnipeg or Toronto 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.   The Role: The Assistant Vice President (AVP), Strategy Execution plays a pivotal role in driving the execution of key strategic priorities within IG Wealth Management. Reporting to the VP, Advisor Experience Strategy & Insights, this role will be responsible for executing strategic initiatives, supporting the strategic planning process and facilitating collaboration with Department Heads. The role will contribute to ensuring alignment across the organization, monitoring progress, and driving initiatives that enhance the Client and Advisor experience and contribute to the overall success of IG Wealth Management.   Responsibilities: Strategic Execution Oversee a subset of strategic projects from development through successful execution, liaising with leadership teams across IG Wealth Management to understand business requirements, assess expected business benefits, ROI, sequencing, and dependencies to support prioritization. Oversee Strategic Initiative Benefits Realization Management, including identifying, tracking, and sustaining key performance indicators, scorecards, and conducting initiative/program/project/portfolio-level reviews. Identify opportunities for process improvement and efficiency gains within the strategic execution framework. Stay abreast of industry trends and best practices in strategy execution and share insights with the team. Strategic Planning Support Review, design, and implement ongoing improvements in IG Wealth Management’s Planning Framework, including Annual Planning, Budgeting, Forecasting, Long-Range Strategic Planning, and Performance Measurement. Support planning preparations for Board Strategy sessions. Support the development and refinement of IG Wealth Management's rolling 3-year strategic plans, ensuring alignment with overall business objectives. Facilitate workshops and meetings to gather input from key stakeholders and foster collaboration in the strategic planning process. Assist in conducting market research, competitive analysis, and internal assessments to inform strategic decision-making. Governance & Oversight Contribute to the preparation of IGWM Strategy Execution Oversight Committee (SEOC) meetings and processes, including review and approval of strategic initiative business cases, resource commitments, and stage gate funding. Oversee the development and application of the Strategic Initiative business case review and authorization framework. Collaboration & Stakeholder Engagement Collaborate with Department Heads and other key stakeholders to align strategic priorities and ensure effective communication across the organization. Build and maintain strong relationships with internal and external partners to drive collaboration and support the execution of strategic initiatives. Contribute to the development of presentations and reports for senior management and other stakeholders. Qualifications: Minimum of 7 years of experience in management consulting, corporate strategy, or a related field, with a focus on strategic execution and project management. Proven experience in leading the execution of strategic initiatives. Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines. Excellent analytical and problem-solving skills, with the ability to gather and analyze data, identify trends, and develop recommendations. Strong communication and interpersonal skills, with the ability to build relationships, influence stakeholders, and facilitate collaboration. Experience in the financial services industry with a detailed understanding of the Wealth Management business is an asset. Bachelor's degree in Business Administration, Finance, Economics, or a related field; MBA or other advanced degree is preferred. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Knowledge of program management methodologies and tools   Core Competencies: Strategic Thinking: Ability to understand the big picture, identify key trends, and develop strategic recommendations. Execution Focus: Strong focus on driving results, meeting deadlines, and ensuring successful project delivery. Collaboration & Influencing: Ability to build relationships, influence stakeholders, and foster collaboration across teams. Communication: Excellent written and verbal communication skills, with the ability to effectively communicate complex ideas to diverse audiences. Problem-Solving: Strong analytical and problem-solving skills, with the ability to identify issues, gather data, and develop effective solutions. Adaptability: Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.   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 August 27, 2025.    #LI-KN1 #LI-Hybrid

Description

 

Division: IG-Stgy&AdvCX
Location: Winnipeg or Toronto

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.

 

The Role:

The Assistant Vice President (AVP), Strategy Execution plays a pivotal role in driving the execution of key strategic priorities within IG Wealth Management. Reporting to the VP, Advisor Experience Strategy & Insights, this role will be responsible for executing strategic initiatives, supporting the strategic planning process and facilitating collaboration with Department Heads. The role will contribute to ensuring alignment across the organization, monitoring progress, and driving initiatives that enhance the Client and Advisor experience and contribute to the overall success of IG Wealth Management.

 

Responsibilities:

Strategic Execution

  • Oversee a subset of strategic projects from development through successful execution, liaising with leadership teams across IG Wealth Management to understand business requirements, assess expected business benefits, ROI, sequencing, and dependencies to support prioritization.

  • Oversee Strategic Initiative Benefits Realization Management, including identifying, tracking, and sustaining key performance indicators, scorecards, and conducting initiative/program/project/portfolio-level reviews.

  • Identify opportunities for process improvement and efficiency gains within the strategic execution framework.

  • Stay abreast of industry trends and best practices in strategy execution and share insights with the team.

Strategic Planning Support

  • Review, design, and implement ongoing improvements in IG Wealth Management’s Planning Framework, including Annual Planning, Budgeting, Forecasting, Long-Range Strategic Planning, and Performance Measurement.

  • Support planning preparations for Board Strategy sessions.

  • Support the development and refinement of IG Wealth Management’s rolling 3-year strategic plans, ensuring alignment with overall business objectives.

  • Facilitate workshops and meetings to gather input from key stakeholders and foster collaboration in the strategic planning process.

  • Assist in conducting market research, competitive analysis, and internal assessments to inform strategic decision-making.

Governance & Oversight

  • Contribute to the preparation of IGWM Strategy Execution Oversight Committee (SEOC) meetings and processes, including review and approval of strategic initiative business cases, resource commitments, and stage gate funding.

  • Oversee the development and application of the Strategic Initiative business case review and authorization framework.

Collaboration & Stakeholder Engagement

  • Collaborate with Department Heads and other key stakeholders to align strategic priorities and ensure effective communication across the organization.

  • Build and maintain strong relationships with internal and external partners to drive collaboration and support the execution of strategic initiatives.

  • Contribute to the development of presentations and reports for senior management and other stakeholders.

Qualifications:

  • Minimum of 7 years of experience in management consulting, corporate strategy, or a related field, with a focus on strategic execution and project management.

  • Proven experience in leading the execution of strategic initiatives.

  • Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.

  • Excellent analytical and problem-solving skills, with the ability to gather and analyze data, identify trends, and develop recommendations.

  • Strong communication and interpersonal skills, with the ability to build relationships, influence stakeholders, and facilitate collaboration.

  • Experience in the financial services industry with a detailed understanding of the Wealth Management business is an asset.

  • Bachelor’s degree in Business Administration, Finance, Economics, or a related field; MBA or other advanced degree is preferred.

  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

  • Knowledge of program management methodologies and tools

 

Core Competencies:

  • Strategic Thinking: Ability to understand the big picture, identify key trends, and develop strategic recommendations.

  • Execution Focus: Strong focus on driving results, meeting deadlines, and ensuring successful project delivery.

  • Collaboration & Influencing: Ability to build relationships, influence stakeholders, and foster collaboration across teams.

  • Communication: Excellent written and verbal communication skills, with the ability to effectively communicate complex ideas to diverse audiences.

  • Problem-Solving: Strong analytical and problem-solving skills, with the ability to identify issues, gather data, and develop effective solutions.

  • Adaptability: Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

 

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 August 27, 2025. 

 

#LI-KN1

#LI-Hybrid

 

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