CXO Jobs

Career Opportunities: Executive Assistant (13445)

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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Career Opportunities: Director Corporate Channel (13441)

Division: IG Sales & Distribution

Location: 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 Corporate Channel provides superior financial planning, advice, and well-being for mass affluent Canadians.  In this role you will be part of IG Wealth Management. Reporting to the Vice President, Corporate Channel, the Director 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 Director 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 client service 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 in a leadership role

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 March 31, 2025.

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