Education Jobs

Division: IGM Finance

Location: 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.

 
Position (details)

The Vice President, Enterprise Strategy Planning & Analysis will be accountable for Enterprise Planning and Forecasting for IGM and supporting IGM Strategy development (including Strategic Project planning and oversight). This role will drive the process, tools and approach for Planning and Forecasting across IGM, working closely with colleagues across the Strategy, Planning & Analysis (SP&A) team to deliver accurate and timely plans and forecasts.  This will include owning the consolidation of Enterprise plans and forecasts, communicating this to IGM’s operating committee and driving overall expense management for IGM.  In addition, this role will be accountable for supporting IGM’s strategy.  Including driving key IGM Strategy projects, supporting board strategy offsites and running the Strategy Execution Office – IGM’s strategic project planning, prioritization and governance team.  The successful candidate will partner closely with senior leadership (CFO, CEO and IGM Operating Committee) to align financial outcomes with the company’s overall strategy, and provide recommendations based on data-driven insights.
 

Responsibilities:

Forecasting and Planning

Oversee the annual and quarterly financial forecasting and budgeting process, working with cross-functional teams to ensure accuracy, timeliness, and alignment with business objectives

Monitor and assess financial performance against forecasts and budgets, providing actionable insights to improve outcomes

Optimize forecasting and planning approaches, tools and processes to improve effectiveness and sure consistency across IGM

Consolidation of plans, forecasts and reporting across IGM

Communication to key IGM enterprise stakeholders at the IGM Operating Committee

Expense management

Drive overall expense management process, approach and insights across IGM

Determine any actions required to manage expenses effectively across the organization

Identify risks to annual expense plan and levers to close any gaps

Strategy support

Work collaboratively with senior leaders to shape IGM strategy agenda and develop strategies for key priority strategic issues

Support key IGM strategy deliverables including Board Strategy offsites

Execute key strategic projects as required

Team leadership

Lead and mentor a high-performing team of financial analysts and managers, ensuring continuous professional development and a collaborative team culture.

Foster relationships with key internal and external stakeholders

Promote a culture of accountability, innovation, and financial stewardship within IGM.
 

Requirements:

Bachelor’s degree in Finance, Accounting, Business, Economics, or related field

MBA, CFA and/or accounting designation preferred

10+ years of experience in financial planning, forecasting, and management reporting

Financial Institution and/or Asset/Wealth management experience

Strong knowledge of wealth and asset management products, markets, and business models

Proven track record in developing and implementing financial strategies that drive growth and profitability.

Demonstrated expertise in financial modeling, scenario analysis, and decision support.

Experience managing and/or governing Strategic Initiative portfolios.

Excellent communication skills, with the ability to present complex financial data and insights to senior leadership and stakeholders.

Strong leadership skills with a focus on building and developing high-performing teams.

Ability to work in a fast-paced, dynamic environment with competing priorities.

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 May 9, 2025.

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