Education Jobs

Division: IG Strategy & Business Operations

Location: Montreal (West Island)

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. 

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: The Region Office Operations Division is responsible for providing operational and administrative support services to members of the Advisor network in Region and Division offices across the country. 

POSITION SUMMARY: The Coordinator, Regional Office Operations serves as the primary point of contact, delivering services to both internal and external clients of IG Wealth Management. This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility support tasks.

RESPONSIBILITIES:

Reception Duties: Welcoming clients and office members, managing incoming calls, and overseeing supply inventory.

Mail and Courier Management: Handling receipt, preparation, and distribution of mail and couriers.

Meeting Room and Facilities Support: Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facilities reviews.

Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.

Onboarding and Training: Assisting with onboarding new members, system training, form information, office procedures, escalation support, and general inquiries.

Administrative Support: Offering additional administrative assistance to the Manager, Region Office Operations as needed.

If you are a proactive individual with excellent communication skills and a knack for multitasking, we would love to hear from you!

QUALIFICATIONS:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline is an asset

Demonstrated strengths in:

Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients

Accountability – Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Critical Thinking – ability to effectively problem solve and communicate solutions

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to organize and prioritize multiple tasks with discretion under tight deadlines

Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support

Agile learner with a desire for continuous improvement and development is an asset

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.

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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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