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Introduction A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You’ll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your […]
Introduction A career in IBM Consulting is rooted by long term relationships and close collaboration with clients across the globe. You’ll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for […]
Introduction A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You’ll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your […]
Division: IG-InvSolLocation: Toronto or Winnipeg
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 AVP – Portfolio Manager for the SMA (Separately Managed Account) Program is responsible for leading the strategic oversight, development and execution of investment portfolios within the SMA platform. This role ensures alignment with client objectives, regulatory requirements, and firm-wide investment philosophy. The AVP will collaborate with internal stakeholders across investment management, distribution, compliance, and operations to deliver high-quality, customized portfolio solutions.
The position requires strong analytical capabilities, deep market knowledge, and a commitment to continuous improvement in portfolio construction and performance. The Individual will work closely within the product and national sales to promote and increase program growth with IG Advisors.
Responsibilities:
Portfolio Management & Oversight
Serve as Overlay Portfolio Manager for SMA program
Lead ongoing SMA model management and trading
Monitor model alignment and make tactical adjustments as needed
Platform Development & Innovation
Partner with product, tech, and ops to enhance SMA capabilities
Drive automation, scalability, and client experience improvements
Lead/support strategic platform growth initiatives
Governance & Compliance
Ensure adherence to policies, regulations, and client mandates
Contribute to investment committee reviews and reporting
Maintain audit-ready records and support compliance efforts
Manage proxy voting and corporate actions
Sales & Advisor Engagement
Provide portfolio insights and performance commentary
Participate in sales meetings and advisor training
Respond to advisor inquiries with tailored portfolio solutions
Requirements:
Degree in Finance, Economics, Business, or related field. Master’s degree (MBA, MSc Finance) or CFA Charterholder preferred.
7+ years of experience in investment management, portfolio construction, or SMA program. Relevant Investment Management Experience preferred.
Qualifications : CFA, CIM or Registered as Advising Representative (PM) or Associate Advising Representative preferred.
Strong understanding of capital markets, asset allocation, and portfolio management
Experience with SMA platform development or enhancements
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 October 7, 2025.
#LI-KN1
#LI-Hybrid
Division: IGM-CSOLocation: Winnipeg
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.
Responsibilities Include:
Maintain configuration to support business needs and in compliance with established controls including testing of changes and baseline review of fees outlined in the prospectus.
Coordinate end to end system updates for product launches.
Coordinate and test CSOX in accordance with established controls.
User Acceptance Testing to validate business rules and system changes.
Maintain statistics and dashboards.
Review and maintain documentation.
Coordinate regulatory mailing production, quality control and issue management.
Provide product and operational support:o accurate and timely client reporting documents including client statements, tax slips, trade confirmations and fund facts.o Respond to inquiries from business, external partners and vendors.o Investigate and log system problems, submit file fixes and recommend system enhancements.o Collaborate with developers and applications support teams to resolve issues.
Participate in projects across IGM that impact systems and business processes.
Qualifications:
3-year Business experience and/or post-secondary degree or diploma in business; or a relevant field
Knowledge of IGM product shelf and specialized products
Relevant experience of business processes, rules, procedures and outcomes.
Relevant experience of how client data is maintained in the Transfer Agency systems.
High level knowledge of how financial transactions are calculated or reported / and or expertise in transaction processing.
Independent and adaptive learner with analytical skills to support multiple IGM applications.
Proficiency with Microsoft Office Suite of products (Word, Excel (advanced), MS Access)
Knowledge of SQL or VBA scripts is an asset.
Successful completion of the Canadian Investment Funds course/Operations Course or the Canadian Securities Course is an asset.
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 October 7, 2025.
#LI-KN1
#LI-Hybrid
Division: IG-SaleDistLocation: 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.
Role Overview:The Dedicated Advice Channel provides superior financial planning, advice, and well-being for mass affluent Canadians. In this role you will be part of the IG Wealth Management. Reporting to the Vice President, Corporate Channel, the Area Leader, Corporate Channel leads a team of Advisors who provide financial planning advice, that includes investments, mortgages, banking and insurance, and outstanding client servicing to a segment of mass affluent clients in their assigned market area with a balance of 85% focus on servicing existing clients and 15% on growing the client base. The Area Leader is responsible for long-term growth, advisor productivity, and overall business results.
Responsibilities:Talent acquisition
Partner with the Talent Acquisition team to recruit and onboard high performing advisors focused on clientservice excellence through financial planning
Coaching and performance management
Effectively train, coach and mentor Advisors to successfully service and grow client relationships.Coach to the use of Living Plan Portal (LPP) and other IGWM tools to optimize the client experience and business results
Ensure service standards are followed as part of both the client transition process and ongoing client service
Conduct regular individual coaching sessions with team members, fostering open communications, continuous support, learning and career progression
Support advisors in client meetings as required
Responsible for the annual corporate performance management cycle for Advisor including setting objectives, development plans and performance reviews
Effective execution and change management
Maximize efficiency and enhance service levels through the use and adoption of all of IGWM’s digital tools by advisors
Utilize available reporting and analysis to support advisors in the identification of future business opportunities
Organize and lead advisors to achieve key goals and objectives considering both business strategy and the achievement of successful client outcomes
Identify opportunities for business and process improvements and implement changes as developed by the leadership team
Client and Advisor focus
Lead a team of advisors who provide the highest quality service to clients and consistently exceed client expectations.
Create and maintain a culture of compliance and risk management through ensuring procedural, regulatory, and division policies are followed
Demonstrate a strong awareness of respectful workplace policies, ensuring an inclusive professional environment and promoting/creating a culture of diversity
Qualifications:
7-10 years of experience in the financial services industry
5+ years of experience in people leadership
Post secondary degree in business or a relevant field
IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred
Financial Services Designations preferred (CFP, CLU, CFA, CA, CMA etc.)
Comprehensive mutual fund, mortgage and/or insurance industry experience
Performance-driven high achiever with strong sales management, performance coaching and financial planning excellence
Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce) and Living Plan Portal (Conquest financial planning software)
Excellent presentation and communication skills, both written and verbal
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 October 7, 2025.
#LI-KN1
#LI-Hybrid
Division: Field relations and Specialized supportLocation: Montreal or Winnipeg
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 Summary:
The Senior Specialist plays an integral role in supporting advisors in servicing the needs of advisor and clients and manage escalations, exceptions, and inquiries. This role is responsible for managing complex cases and making critical and time sensitive decisions that will enhance client satisfaction by using acquired experience, resources, and precedents. The Senior Specialist will act as a critical liaison between clients/advisors, other internal departments, and other WMO &ECC operations team members as well as coordinate the timely execution of escalated cases by triaging cases, escalating directly with other financial institutions, completing root cause analysis, and providing feedback to internal partners to further enhance processes, procedures, and coaching.
Duties Include, but are not limited to:
Coordinate any work performed by other service departments (Region Office Operations, Operations Services, Brokerage Operations, Legal, Compliance, etc.) and ensure appropriate service levels are provided to avoid financial losses and reputational damage.
Provide personalized assistance and administrative support on requirements, forms and submission methods, schedule and facilitate a pre-submission full review meeting for extensive assistance to advisors and their teams, pre and post submission of their requests. Proactively communicate with the advisor’s team regarding NIGO (fully review NIGOs to determine if valid or can be resolved internally and support advisor through the resolution process), status updates, follow-ups, and confirmation upon completion of all transactions. Proactively anticipate service concerns and work with colleagues to develop solutions.
Proactively escalate by calling or meeting with external business partners and other financial institutions for quick resolution.
Conduct research & analysis of complex and/or escalated issues to determine the best course of action for resolution.
Analyze the root cause of errors and trends to proactively implement changes to improve overall client satisfaction.
Identify areas of improvement to increase accuracy and efficiency of processing.
Provide feedback to leadership team on the knowledge & skills of the team members.
Communicate with internal and external business partners to explain current functions, procedures, policy, and problem resolution.
Maintain broad knowledge of business policy & procedures and participate in relevant training and development opportunities.
Qualifications:
Post-secondary education in a related field
Knowledge of core products, services, policies & procedures for investment offerings
Strong analytical, problem solving and decision-making skills.
Excellent communication skills (both written and verbal) with demonstrated ability to articulate relevant information and direction in an organized and concise manner.
Demonstrated organizational skills with the ability to manage multiple priorities.
Strong PC skills and practical experience with MS Office tools (Word, Excel, PowerPoint, Access)
Advanced knowledge of internal systems (All digital tools: SAS, DCA, TREX, Transact, Salesforce (Advisor Portal, Digital Forms, DocuSign), Platform Zero.) and proven desire and ability to learn quickly.
Bilingual is an asset (French & English)
As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.
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 October 8, 2025.
#LI-KN1
#LI-Hybrid
Position Description: This role is hybrid and requires you to be at our Client office at a minimum 3 days per week (Markham) – subject to change at any time. You will work closely with the business partners, developers and the project team to support the migration of Customer documents from a Legacy system to […]
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