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Location: Montreal (QC)
Division: IG Investment Solutions
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, Mackenzie Investments and Investment Planning Counsel.
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. We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
At IG Wealth Management, our vision is to inspire financial confidence.
You will join a team that 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.
IG Wealth Management is currently accepting applications for the position of District Vice-President (Wholesaler) in Montreal (QC), reporting to the VP, Head of National Sales.
The successful candidate’s primary responsibilities will include but not limited to:
• Service IG Wealth Management Advisors in Quebec and Atlantic Canada, focusing on generating sales from new and existing Advisors
• Conducting ongoing office sales calls to ensure continued support for IG Wealth Management products
• Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts
• Preparing and conducting sales and training presentations on subjects including new and existing IG Wealth Management products, market position, and economic and market outlook as it pertains to IG Wealth Management products and subadvisors
• Providing feedback on the concerns and needs expressed by Advisors and sharing sales and product ideas with the sales team
• Working with the Business Development Manager (Internal Wholesaler) to maximize sales potential by delegating projects and coordinating workload with them
• Manage territory expenses appropriately, to ensure the territory’s budget is on target. This includes co-op, travel, promotional items, and entertainment
• Requires frequent travel
The following qualifications will assist the successful candidate in carrying out these responsibilities:
• Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
• Superior ability to establish, build, and maintain strong relationships
• Well-developed presentation skills
• Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions
• Team Player who works cooperatively with the Sales, Product and Marketing teams and other areas to meet our customers’ needs
• Excellent knowledge of Industry products/services and our distribution channels
• Thorough knowledge of the securities industry and the stock and bond markets
• Post-secondary education (business and/or marketing preferred)
• Successful completion of IFIC and/or CSC
• Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset
Knowledge of French and English is required to support clients et Team members within and/ or outside the province of Quebec.
Attitudes:
Driven and high energy
Solution oriented
Coachable – Asks for feedback and acts on it
Puts team first
Creative
Curious and questions
Adaptable to change
Sets aggressive goals and targets
Innovates
Confident yet humble
Resilient
Shares ideas
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
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.
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Division: IG-SaleDist
Location: Toronto or Montreal
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.
Executive Assistant
The Sales and Distribution Team of IG Wealth Management in Quebec and Atlantic is looking for an Bilingual Executive Assistant to join our dynamic team of professionals. In this position you will support the Senior Vice President, Financial Services Distribution. The successful individual possesses the ability to multi-task and meet time sensitive deadlines. This role will perform advanced, diversified and confidential duties that may be administrative in nature or project based. Strong communication and interpersonal skills are required as this role will frequently require coordinating with other Executive Assistants and professionals to coordinate meetings and frequent travel.
Job Duties:
Maintains appointment schedules and coordinates meetings including video conferences. Proactively monitors calendar. Arranges travel, car and hotel reservations.
Uses initiative to prepare responses and to assemble background information from many sources. Follows up to ensure that proper and timely action is taken.
Collects and prepares information for use in discussions/meetings of executives and outside individuals. May involve preparing high-quality, executive level PowerPoint presentations, Word documents and/or Excel spreadsheets.
Assembles information and prepares materials including itineraries. Accurately prepares expense statements.
Coordinates team events (planning, logistics, attendee confirmations, etc.) as requested. Monitors event spend to budget if required/requested. Manages event requests, invoices, and related paperwork as necessary.
Qualifications:
Minimum 4 to 7 years executive administrative experience combined with the completion of a relevant office administration or general business post secondary education
Team player mindset: must have influence, not through your proximity to the executive but through proving your intellect, cultivation of trusted relationships, and displaying appropriate discretion
Ability to interact with senior management, Operating Committee members, and high-profile clients maintaining confidentiality
Highly proficient in Microsoft Outlook, Word, Excel, PowerPoint, Internet.
Maintains a positive atmosphere
Well developed communication skills (written and oral) and able to take the initiative to respond intuitively in an appropriate and timely manner.
Flexible and able to perform in a fast paced, changing environment
Excellent organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required
High level of demonstrated integrity and confidentiality
Ability to meet deadlines with strong follow-up skills required
Bilingualism English-French is required
Knowledge of French and English is required to support clients and 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 April 2, 2025.
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