Division: IG-SaleDist
Location: Calgary, Montreal, Toronto, Vancouver 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 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: IG Wealth Connect is a strategic area within Financial Services Distribution. The team is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect currently operates throughout the country with Advisors working predominantly from home.
Position Summary: The Senior Manager, IG Wealth connect oversees 12 to 15 Advisors that are part of a quickly growing and very talented team. The focus of the role is to elevate the client planning experience by coaching, supporting a team of advisors to deliver on IG’s holistic approach to financial planning. Which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance. The Senior Manager is responsible for the efficiency, productivity and consistency of client experience. They have direct responsibility for their team of Advisors, are accountable for service agreements ensuring an appropriate balance of service. Quality, productivity and standards must continuously evolve and improve, and all must be handled in a cost-effective manner, while improving the ease of doing business for clients.
Duties Include:
Manage day-to-day functions for servicing inbound/outbound client, proactive and retention activities.
Develop, coach, motivate, mentor, support and manage performance for team through the change management process.
Assist Director and VP with developing and executing strategies to achieve divisional and department targets.
Oversight of those responsible for the direct order servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
Ensure procedural, regulatory, compliance and departmental policies are followed by department members.
Identify opportunities for business and process improvements and implement changes as developed by management team.
Handle escalated and complex service issues from internal and external sources.
Provide guidance and assistance to team to ensure that all daily work and objectives are completed.
Provide guidance on system, process, servicing model dependencies and procedural design for the IG Wealth Connect strategy.
Qualifications:
Process oriented with the ability to multi-task in an extremely diverse fast-paced environment.
Strategic mindset, solution oriented, an excellent problem solver with mastery in business planning, business drivers and numerical analysis.
Performance-driven high achiever with great sales management skills.
Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
University degree in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Insurance equivalent and Certified Financial Planner are an asset.
Excellent communication skills (written, verbal and presentation). French is an asset.
Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
Minimum of 7 years experience in the financial services industry and 5 years in a leadership role
Practical experience with a CRM and the Office Suite.
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.
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