Division: IG Sales & Distribution
Location: Ontario
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
Reporting to the Head of Sales and Distribution, the Vice President, Corporate Channel, Ontario and Atlantic will lead a regional team focused on growing the dedicated advice stream of employee advisors. This includes executing the annual business plan, recruiting the leadership team and Advisors, and managing key metrics related to financial planning, growth, and client engagement. Key functions include hiring advisors, managing a team of area leaders, promoting client service excellence, meeting national targets for investments, mortgages, and insurance, supporting segmentation and practice management, and executing our strategic plan to grow the IG Dedicated Channel.
Responsibilities
Leading IG Dedicated Channel for Ontario and Atlantic Canada
Responsible for achieving key performance metrics related to growth and the IG Wealth Management financial planning experience, ensuring each client receives a comprehensive financial planning offering. Responsibilities include:
Managing and coaching a team of leaders to achieve business results and engagement through coaching employee advisors.
Accountable for the overall business results of licensed employee advisors, including meeting targets for investments, mortgages and insurance.
Managing the transition of clients from the entrepreneurial channel to the Corporate Channel with a focus on client experience and retention.
Supporting the Senior Distribution and Region Leadership teams in segmentation conversations with Advisors in their Regions.
Developing, communicating, and driving sales, retention and growth outcomes.
Promoting the adoption of new business tools and processes.
Ensuring the fulfillment of client’s financial planning goals through cross-selling (mortgage and insurance opportunities).
Distribution Leadership Team and Strategic Implementation
As a key member of the National Distribution team, you will be accountable for the growth of the IG Dedicated Channel. Responsibilities include:
Building and managing relationships across the organization with key stakeholders (Distribution, Technology, Compliance, Marketing, and Human Resources).
Partnering with Senior Distribution Leadership, Private Wealth Management Leadership and Regional Vice Presidents to achieve the strategic direction of the Corporate Channel.
Collaborating with the VP, Western Canada and Quebec and VP IG Wealth Connect to achieve the overall growth, engagement and planning outcomes of the Corporate Channel.
Employee Lifecycle, Executive Leadership and Diversity, Equity and Inclusion
Accountable for executing on all aspects of the current corporate employee life cycle including recruiting, selection, onboarding, training, coaching, performance management, as well as adhering to the various legal and compliance requirements. Responsibilities include:
Promoting and creating a culture of engagement for both employees and clients
Creating a diverse and inclusive workspace, culture, and environment.
Providing coaching and feedback to the leadership team to support employee development.
Requirements:
Demonstrated success in recruiting, developing, and coaching advisors.
Previous experience in establishing a new sales function and success in implementing change management initiatives.
Strategic mindset with the ability to think critically, understand implications of decisions, translate concepts into practical applications.
Ability to successfully operate in a fast-paced multiple priority environment.
Ability to work both independently as well as collaboratively in a dynamic group, with high levels of initiative, accountability, and an agile mindset towards innovation and change.
Knowledge of Wealth Management distribution, financial planning, products, policies, and processes.
Ability to lead and influence collaboration across multiple business and functional areas.
Innovative problem-solving abilities
Strong written and verbal communication and interpersonal skills
10yrs of leading Financial Services sales experience, with proven and demonstrated results, growing a business or function
Post secondary education (Honours, bachelor’s or master’s degree)
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 June 5, 2025.
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