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Career Opportunities: Coordinator, Region Office Operations – Kingston ON (13567)

Division: IG-SaleDist Location: Kingston ON
 
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. 
 
WHAT WE OFFER: We offer a standard in-office, 37.5 hour workweek from Monday to Friday. Along with a competitive base salary, employees are eligible for an annual bonus based on the achievement of corporate goals and personal objectives. New employees start with three weeks of vacation plus additional  wellness and volunteer days. From the date of hire, employees receive dental and medical insurance coverage and have the option to join a defined contribution pension plan and employee share purchase plan. Additionally, we support learning and development opportunities. We support an environment of community outreach, sustainability and Diversity, Equity & Inclusion.
 
POSITION SUMMARY: The Coordinator, Region 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

 
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 18, 2025. 
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Career Opportunities: Business Development Manager (13568)

Division: IG-InvSolLocation: 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.
 
IG Wealth Management is currently accepting applications for the position of Business Development Manager (Inside Sales) in Toronto, ON., reporting to the AVP, Inside Sales & Strategy.
 
The successful candidate’s primary responsibilities will include but not limited to:
 

Working in collaboration with External Wholesaler and developing an annual business plan, enabled by a monthly strategic plan. Plan would include business development efforts, segmentation, branch/one on one presentations, conferences, seminars, and road shows
Providing ongoing service to IG Wealth Management Advisors, RVPs, Division Directors regarding capital markets, product performance, portfolio positioning, portfolio manager and sub-advisor updates
Leverage Wealth Planning Specialists, Portfolio Specialist, and Capital Markets & Strategy team to effectively educate, decipher and communicate capital markets updates and conduct in depth portfolio and product analysis
Monitor and record sales activity and feedback within the territory to identify trends and provide suggestions to retain and growth Assets under Management
Maintain accurate records within department systems

 
The following qualifications will assist the successful candidate in carrying out these responsibilities:
 

Excellent interpersonal, written, and oral communication skills
Excellent interpersonal, judgment and decision-making skills
Thorough knowledge of securities industry and particularly of the public and private markets and how they relate to Investment Solutions such as, mutual funds, ETFs, OMs,SMAs
Excellent knowledge of IG Wealth Management Solutions and distribution channels
 Well developed presentation skills
Excellent time management skills with the ability to schedule time to work on the business
Ability to exercise sound judgment in responding to inquiries and servicing of Advisors
Good knowledge of all Microsoft suite of products and Salesforce
Successful completion of CSC or IFIC. CIM, CIMA, CFA, CFP are assets but not required
Minimum of 2 years of financial industry experience
Limited travel required

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
 
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 18, 2025.
 
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Career Opportunities: Regional Estate and Insurance Specialist (13465)

Division: IG Insurance Mortgage & Banking

Location: North Bay or Thunder Bay

 

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.

 
The Role:

The Regional Estate & Insurance Specialist (REIS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the REIS designs and implements advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection. Competitive base salary and benefits are offered, as well as performance-based compensation.

The REIS uses their expertise in insurance and estate planning to optimize clients’ financial plans. They will use leading financial planning software to translate abstract notions into concrete terms. Through a proactive approach, the REIS will identify opportunities to partner with advisors and clients. 

 

Responsibilities:

Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients

Identify clients and insurance opportunities together with the consultant.

Develop proposal, model in our proprietary financial planning software, and present the solution to the client.

Actively speak and engage consultants at RO events and clients at marketing events.

Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.

Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.

Collaborate with Head Office on insurance and estate planning initiatives to the field.

 

Requirements:

LLQP and A&S Insurance Licensed (Ontario)

Preference to those who have completed or are enrolled in CFP or CLU

Minimum of 5 years industry experience

Great familiarity with insurance carrier software and processes

Strong leadership, sales and relationship building skills and ability to execute on your own business plan.

Knowledge and understanding of industry conditions and trends, and competitor products and pricing.

Expert knowledge of insurance & estate planning principles, financial services, and tax laws.

Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.

Strong customer service attitude with good interpersonal skills

Ability to work independently and in a team environment in English.

Well-developed negotiation and influencing skills.

Strong decision-making and problem-solving skills

Familiarity with a Salesforce type application is a plus

 
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 20, 2025.  
 
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