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Vice President Consulting Services – Manitoba

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Career Opportunities: Estate Planning Lawyer (13383)

Location: Any Canadian Common Law Jurisdiction 

Division: IG Financial Planning

 

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 Advanced Financial Planning department is a growing team of 47 legal, tax, and financial planning professionals responsible for providing support, training and resource material to IG Advisors. The support provided includes estate planning, tax planning  and financial planning software support on complex cases. Members of the department provide support to high-net-worth clients, particularly those with complex situations, by meeting with them (either remotely or in person) to discuss tax and estate planning issues, opportunities and strategies, as well as liaising with the client’s external professionals to co-ordinate the planning where necessary. 

 

We are looking for an estate planning lawyer (Director) to join our Advanced Financial Planning team. We are open to considering candidates located in all provinces outside Québec. Although work can be conducted remotely, there will be an expectation of periodic travel to meet in person with the team, IG Advisors and with high-net-worth clients.

 

Responsibilities:

Provide estate planning, estate taxation, marital property and other financial planning support for IG Wealth Advisors by responding to their questions or issues by telephone and e-mail.

Review wills, powers of attorney, trust documents, co-habitation agreements, shareholders agreements and other legal documentation to identify issues, concerns and planning opportunities.

Prepare written reports (based on detailed analysis) for complex client situations, advising on estate, tax and other financial planning opportunities, strategies and issues.

Analyze financial plans for potential legal issues in client situations, particularly those involving business owners and private corporations.

Able to work independently and undertake meetings or conference calls with clients and/or their professional advisors on matters relating to estate planning and tax.

Present concepts and deliver continuing education sessions to advisors and within the Advanced Financial Planning team.

Develop and provide advice and training to other IG Wealth Management departments on estate planning, marital property, estate taxation and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).

Complete the Certified Financial Planner (“CFP”) designation with FP Canada if not already obtained.

 

Requirements:

Minimum 8 years experience in estate planning and taxation, with a preference for completion of additional industry related education (examples could include the Trust and Estate Practitioner designation or the CPA Canada in-depth tax course) and experience in delivering advice to owner/managed businesses and/or high-net-worth individuals.

Completion of a post-secondary university degree plus attainment of a professional legal designation.

A continuous learner who stays on top of business trends and changes in the law.

Flexible, able to work with light supervision and adapt to change.

Strong verbal and written communication skills (ability to communicate in both English and French would be an asset).

Strong public speaking and training skills.

Proficiency with Windows environment PC based tools.

 

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 February 28, 2025. 

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Career Opportunities: Coordinator Region Office Operations – Chicoutimi, QC (13247)

Division: IG-StgyBusOps

Location: Saguenay, QC

 

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.

 
DEPARTMENT SUMMARY: The Region Office Operations Division is responsible for providing operational and administrative support services to members of the Consultant network in Region and Division offices across the country.

 

WHAT WE OFFER:

Work week of 37.5hrs, Monday-Friday

Competitive base salary

Annual bonus based on corporate goals and personal objectives achievement

Three weeks vacation to start

Wellness/health days

Volunteering days

Dental and medical insurance coverage at hire

Option to join a defined contribution pension plan at hire

Option to join an employee share purchase plan at hire

Financing of position-related training for personal developement

POSITION SUMMARY: The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.

 

Duties Include:

Reception duties including welcoming clients, managing incoming calls, and supply inventory management

Mail and courier receipt, preparation, and distribution

Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review

Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training

Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries

Provide other administrative duties and support to the Manager, Region Office Operations as required

 

Qualifications:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline is an asset

Proven strengths in the areas of:

Client service orientation – Understanding and meeting internal and external client needs and perspectives

Accountability – Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Critical Thinking – ability to optimally tackle problems and communicate solutions

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Discretion and ability to coordinate and prioritize multiple tasks under tight deadlines

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office 365

Agile learning and desire for continuous improvement and development an asset

Bilingualism (English-French) is an asset
Knowledge of French and English is required to support clients et Team members within and/ or outside 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 November 21, 2024.

 

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Data Lead

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Summer 2025 Co-Op Student: Health Information Sciences Business Analyst (4 Months)

Position Description: We are Canada’s largest independent information technology services firm, and after 45 years, we’re still growing. CGI is a leading services provider to major Financial Institutions in the Greater Toronto Area. We are offering the opportunity to work with our team of dedicated consultants, and we are looking for you. This is an […]

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Position Description: Our team is seeking a hands-on Business Analyst with extensive experience in investment banking, specifically in securities and cash products (Equity and Fixed Income Settlement and Clearance). The primary role of the Business Analyst is to act as the Point of Contact in AMER for one or more business lines regarding project requests. […]

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Position Description: Secret Security clearance is mandatory (must be eligible – 10+ years residing in Canada) Your future duties and responsibilities: As a DCS, you will be accountable for business development, financial management, project & services delivery, client satisfaction and people leadership in order for your business to achieve expected performance outcomes. • Business Development […]

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