Location: Vancouver, Calgary, Winnipeg, Toronto, Montreal
Division: IG Sales & Distribution
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: IG Corporate Channel 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. The Corporate Channel currently operates throughout the country with Advisors working in close proximity to our region offices. Along with IG Wealth Connect, we currently manage approximately $6B AUA and expect that to grow over time.
POSITION SUMMARY:
Reporting to the Vice-President, Corporate Channel, the Assistant Vice-President, Corporate Channel partners with a quickly growing and talented team of Area Leaders and approximately 70 Advisors. The focus of the role is to elevate the client experience, coach and support the growing team of Area Leaders and indirectly advisors to deliver on IG’s holistic approach to financial planning. This 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 AVP will implement and provide strategic direction on Corporate Channel goals and long-term plans to align with the vision and to contribute directly to growth and increased share of wallet. The efficiency, productivity and consistency of the client and advisor experience contribute to the overall growth of IG Wealth Management and organizational reputation. They have direct influence and partner with the leadership team, which is accountable for service level agreements that ensure an appropriate balance of service, expense management and continuous improvement is achieved. Quality, productivity, and service standards are expected to continuously evolve and improve, and be handled in a cost-effective manner, while improving the ease of doing business for clients.
DUTIES INCLUDE:
Contribute to the strategic direction of the channel including the development and execution of sales programs, policies and initiatives, innovative planning and service solutions to support the Corporate Channel sales and distribution model and to ensure a best-in-class, consistent planning, and client experience.
Utilize reporting and analysis to support the identification of opportunities across all areas of the business.
Stay current on a broad spectrum of knowledge including but not limited to all products, services, regulatory changes, financial planning and current markets.
Coach and partner with the leadership team responsible for managing the day-to-day functions for servicing clients including the team of Advisors across multiple locations nationally.
Provide leadership through change management and adoption of new policies, business tools and processes.
Assess risk, manage escalations and make decisions that can have reputational risk
Work closely with internal partners, including IG Wealth Connect leadership, ensuring priorities are aligned to meet corporate objectives. Also ensuring policies, procedures and client experiences are consistent, improving resource utilization and efficiencies across IG.
Responsible for implementing and driving the development, utilization & promotion of the segmented model strategies.
QUALIFICATIONS:
10-15 years of experience in the financial services industry in a formal leadership role
Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing, and compliance.
Post secondary degree or diploma in business or a relevant field.
Strong sales management skills.
Strategic thinker that is solution orientated, an excellent problem solver with mastery in business planning, business drivers and numerical analysis.
Highly organized and process orientated with the ability to multi-task in an extremely diverse fast-paced environment.
Strong oral and written communication skills.
Exceptional PC skills and practical experience with Salesforce, Excel, PowerPoint, and MS Word.
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 March 28, 2024.
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