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Career Opportunities: Manager, Compliance (13358)

IG Wealth Management

Onsite

Ontario, CA

January 18, 2025

 Leadership

Division: IGM Legal & Compliance

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.

 
We are currently looking for a Manager, Compliance, to join our Compliance department located across Canada. The mandate of the Compliance Department is to ensure compliance with relevant regulatory requirements affecting investment dealers, including rules, policies, and by-laws of the self-regulatory organization of the Canadian Investment Regulatory Organization (CIRO), provincial securities commissions, insurance commissions/councils and other regulators. The Department works closely with Distribution Leadership and other management to develop appropriate corporate policies, identifies, and promotes good business practices, executes business review programs to monitor sales practices, manages client complaint resolution processes and conducts branch examination programs. The Manager, Compliance, is registered to supervise the activities of IG Wealth Management registrants. 

 

Responsibilities include: 

Conducting tier 1 supervision activities including conducting reviews of daily and monthly trading, account opening and KYC updates, outside activities, social media supervision, and service-related complaint resolution on either the investment dealer or mutual fund dealer platform, and or both. 

Supporting IG Wealth Management registrants in resolving compliance issues with regulatory guideline interpretation and with inquiries relating to acceptance of unique or exceptional situations. 

Managing regulatory obligations and commitments, such as the 90-day training program, 6-month supervision, periodic on-site sub-branch visits, continuing education, as well as close supervision. 

Identifying training requirements, implementing, and coordinating the delivery of training programs. 

Participating in internal compliance reviews or external regulator audits conducted in Head Office or Branch/Sub-Branch office locations. 

   

Qualifications: 

7+ years of experience in a compliance-related environment. 

Post-secondary degree or diploma in a relevant business discipline. 

Must qualify to be immediately registered with CIRO as a supervisor for investments, mutual funds, or both. 

If currently qualified as a supervisor for mutual funds only, the candidate must commit to completing the following courses within 1 year from hire, including the Canadian Securities Course (CSC), Conduct and Practices (CPH), and Investment Dealer Supervisor Course. 

Will have to meet other continuing education requirements as required by the regulators. 

In-depth knowledge of the financial services industry, including understanding of regulatory requirements of CIRO, insurance commissions/councils and other regulators. 

Strong oral, written and communication skills must be able to communicate clearly and effectively with various levels of staff, including senior management, along with being an effective listener. 

Must have a positive and collaborative approach to teamwork. 

Proven analytical and problem-solving skills. Well-developed organizational skills with the ability to prioritize, perform multiple tasks, deal with interruptions, and meet deadlines. 

Proficiency in Microsoft Word and Excel. 

The ability to communicate verbally and written in French & English is an asset (opened to candidates outside of Quebec). For candidates within Quebec, proficiency in the French language (speaking, reading, and writing) is mandatory. 

 

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 January 30, 2025. 

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Career Opportunities: Assistant Vice President, Advisor Compensation (13226)

IG Wealth Management

Onsite

Ontario, CA

January 16, 2025

 Leadership

Division: IGM Human Resources
Location: Toronto, Winnipeg 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.

 
The Role:

The purpose of this critical role is to provide strategic, analytical, and operational support for the continuous improvement of IG’s financial advisor compensation model. As IG continues to evolve, it is essential that the firm’s compensation model aligns with its overarching objectives and enables its strategy.

 

A successful candidate will directly influence the motivation and performance of IG’s financial advisors, driving both individual and firm-wide success. This position is integral to enhancing our firm’s profitability and growth trajectory, as well as attracting and retaining top talent as IG and the wealth management industry continue to evolve.

 

The role will involve detailed financial and operational modeling, conducting market analysis to maintain competitiveness, and enhancing advisor engagement. A strong partnership with the finance team will be essential to ensure accurate modeling that is integrated into the broader business planning process. Additionally, the candidate should be familiar with, or able to quickly understand, the regulatory considerations inherent to compensation for financial advisors.

 

The role will work closely with the existing VP, Advisor Compensation, as well as with key stakeholders from across the broader IGM ecosystem: distribution leadership, finance, the product & investment solutions teams, legal & compliance, and others. To be successful, a candidate must have the ability to communicate complex changes clearly to many stakeholders while understanding their interests.

 

Key Responsibilities:

Compensation model design & analysis

Compensation model design: You will be responsible for working with the VP, Advisor Compensation to ensure IG’s advisor compensation model economically aligns the firm and its advisors, subject to regulatory constraints and informed by industry norms to ensure competitiveness

Continuous compensation model refinement: You will work with the VP, Advisor Compensation to continuously improve the compensation model alongside IG’s evolution and industry changes

Financial analysis: You will be responsible for building, owning, and maintaining financial models incorporating advisor compensation into the firm’s performance against a wide range of financial and operational measures, working in partnership with the finance team to integrate these analyses into the broader financial planning process

Compensation monitoring & reporting: you will perform regular reviews and analysis of actual and projected compensation, both for ongoing monitoring and to support the annual planning process

Key stakeholder communications

Leadership communication: you will communicate with leaders across IG and related areas through both written materials and live presentations tailored to an executive audience

Operational communication: you will work with peers across the organization to communicate change, solicit feedback, and understand the broader implications of any changes for areas including operations, technology, compliance, finance, and risk

Advisor communication: you will assist in communicating compensation design, programs, and policies to advisors

Project management

Project management (continuous improvement): you will shepherd the continuous improvement of IG’s compensation system with an integrated perspective across all operations, technology, and other areas

Executive Compensation Committee: you will coordinate the Executive Compensation Committee meetings and help drive successful implementation of decisions through partnership with technology and operational partners

The following qualifications are required of the successful candidate:

University degree in a discipline with a material quantitative component (e.g. business administration or related disciplines, economics, statistics, mathematics, etc.)

Minimum 8+ years of progressive experience in roles involving business strategy and financial and operational modeling (e.g. management consulting, investment banking, corporate strategy, corporate development, etc.)

Excellent analytical and problem-solving ability, sound judgment, independent and creative thinking with an eye for detail and accuracy

Demonstrated project management skills, including cross functional projects and various stakeholders

The ability to produce high quality work under time pressure and to work as part of a team

Specific experience in creating, owning and maintaining both financial and operating models

Specific experience in preparing materials for and presenting to an executive-level audience

Bilingualism is preferred, but not required

As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English

 

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 January 28, 2025.  

 

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Career Opportunities: Senior Administrative Assistant (13353)

IG Wealth Management

Onsite

Ontario, CA

January 15, 2025

 Leadership

Division: IG Sales & Distribution

Location: Etobicoke

 

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.

 
Responsibilities:

Provides confidential senior level administrative support services to the Regional Vice President

Maintains appointment schedules and coordinates meetings (in person or virtual)

Manages email inbox and completes/actions tasks on RVP’s behalf

Proactively monitors calendar

Providing support and acting as a resource on assignments

Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation

Support and management of technology adoption

Prepares correspondence, reports and presentations.

Co-ordinating travel arrangements and preparing expense reports

Provide sales, process, marketing, and administrative support to the RVP and the entire region

Provides technology support related to BYOD; Help Desk escalations; general inquiries

Supports business development and marketing activities and strategies as required

Helps the execution of region client acquisition events (both virtual and in person)

Facilitating and follow up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner

Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)

Leads our National Service Centre strategy in the region by meeting with Consultants one on one to collect names; coordinate a single submission to Head Office, communicate steps to impacted parties and help to move clients over to the NSC

Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations.

Region Office support including:

Collaboration with Region Operations team to set up workspaces and equipment requirements and facility management

Provides back up to region office reception duties as needed

Coordinates and helps to organize special projects and region meetings and events

Managing region budget/finances

Supports RVP in:

establishing a respectful workplace and promoting/creating a diverse and inclusive culture

Community support and involvement

Building a strong compliance culture

Ensuring adherence to corporate policies

Qualifications:

Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry

Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele

Service oriented with strong relationship management skills

Ability to work independently and as part of a great team

Ability to handle confidential information in a tactful and professional manner

Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required

Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel

Flexible and able to perform in a fast paced, changing environment

Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required

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 January 27 2025.  

 

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Career Opportunities: Coordinator Entitlements (13350)

IG Wealth Management

Onsite

Ontario, CA

January 12, 2025

Division: IGM Client Services Operations 

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.

 
DEPARTMENT SUMMARY: The Entitlements Team is responsible for the efficient and timely processing of income transactions to clients’ accounts. Specific functions of the team include:  Processing of stock & cash distributions, Dividend Reinvestments (DRIP), GIC’s, and Bond Interest & Maturities. The department supports other lines of business including the Trade Desk and Consultants for positions held under both the IGSI and IGFS dealer platforms.

 

POSITION SUMMARY:  The Entitlements Coordinator will be responsible for daily processing of key business transactions related to various Entitlement events considering tax implications, and trading activity.  The Coordinator will reconcile payments utilizing automated reports and conduct research to resolve any discrepancies.  The position requires an ability to perform in a time sensitive environment and deal with fluctuating work volumes with attention to detail.

 

DUTIES INCLUDE:

Payment processing:

Timely and accurate processing of cash and stock distributions for equities   

DRIP processing including calculation of total client elections

GIC Maturities and Interest

Fixed Income Maturities and Interest

Generation of reports for balancing and reconciliation purposes

Ensuring accurate tax treatment

Escalation of issues to Manager of Corp. Actions & Entitlements as required

Daily Reconciliation of cash and share positions in general ledger and control accounts. Ensure breaks are cleared in accordance with documented timelines in policies and procedures

Understanding of downstream internal/external client service chain impacts

Provide support to Trade Desk and Consultants by responding to inquiries through email or telephone
 

QUALIFICATIONS:

Strong analytical & problem solving skills, with a minimum of 2 years processing experience in the financial services industry

Ability to manage tight deadlines, changing priorities and work volumes

Excellent written and verbal communication skills

Ability to work independently and in a team setting

Strong organizational skills with attention to detail

Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook

Excellent client service skills and ability to work effectively with other team members

 

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 January 23, 2024.  

 

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Career Opportunities: Coordinator, Region Office Operations (13344)

IG Wealth Management

Onsite

Ontario, CA

January 11, 2025

Division: IG Strategy & Business Operations

Location: St-catharines

 

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.

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

 

WHAT WE OFFER:

Work week of 37.5hrs, Monday-Friday

Competitive base salary

Annual bonus based on corporate goals and personal objectives achievement

Three weeks vacation to start

Wellness/health days

Volunteering days

Dental and medical insurance coverage at hire

Option to join a defined contribution pension plan at hire

Option to join an employee share purchase plan at hire

Financing of position-related training for personal developement

 

POSITION SUMMARY: The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.

 

DUTIES INCLUDE:

Reception duties including welcoming clients, managing incoming calls, and supply inventory management

Mail and courier receipt, preparation, and distribution

Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review

Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training

Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries

Provide other administrative duties and support to the Manager, Region Office Operations as required 

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

Proven strengths in the areas of:

Client service orientation – Understanding and meeting internal and external client needs and perspectives

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

Discretion and ability to organize and prioritize multiple tasks under tight deadlines

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office 365

Agile learning and desire for continuous improvement and development 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 January 23, 2025. 

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Indigenous Student Internship program – May 2025 start date

CGI

Onsite

Ontario, CA

January 9, 2025

Position Description: Location• Remote or hybrid across New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island Work term length• Work terms that vary from 4 months – 12 months Job descriptionYou’ll have the opportunity to grow capabilities and accelerate your development through our Indigenous Student Internship program, open to Indigenous post-secondary students across […]

Career Opportunities: Director, Securities Research Analysts (13310)

IG Wealth Management

Onsite

Ontario, CA

January 9, 2025

 Leadership

Division: IG Investment Solutions

Location: Montreal or 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.

 
Department Summary:

The National Sales Team in the Investment Solutions business (IG Investments) oversees distribution of all IG Investments products & solutions.  Additionally, Investors Group Securities Inc. (IGSI) is a securities investment dealer, registered throughout Canada. IGSI accommodates and administers the diverse brokerage product and service needs of HNW clients referred by IG Wealth Management Advisors.  The Research Analyst Team is responsible for overseeing individual large cap securities models for Canada and United States.

 

Position Summary:

The Securities Research Analyst (SRA) is responsible for research, analysis, and recommendations to the Canadian & U.S models.  This team works as generalists covering multiple geographies, sectors and names.  The SRA is responsible for coverage, buy & sell recommendations to the leadership team and committee, while providing rationale from research reports available.  The SRA is also responsible to take inbound requests from securities licensed advisors at IG to ensure proper due diligence is conducted in their recommendations.  The Team Lead is responsible for leadership, coaching and integrity of research and upkeep of changes.  The Team Lead is responsible for adhering to a high standard of quality and articulating rationale proactively to securities licensed advisors at IG.  Additionally, the Team Lead is responsible for creation and implementation of asset transition process for potential recruits, with a goal of providing seamless experience, while collaborating with other functional areas.

 

Duties Include:

Demonstrate strong leadership skills in leading research analysts with a high level of focus on quality

Implement national meetings with securities licensed advisors to keep them up to date of rationale for buys/sells

Develop data base to ensure the right research is accessed to deliver an objective view on individual securities

Demonstrates strong stock selection and decision-making expertise

Strong financial and modelling skills

Has a deep sector perspective and is able to develop, explain and articulate his/her perspective

Broad understanding and relationship of macro-economic, geopolitical, and world issues and how they influence the sectors under coverage and formulates view

Regularly pitches timely high conviction and actionable investment recommendations and sector ideas

Conducts own independent research and develops differentiated insights including unique and innovative analysis, supported by data, and presents findings with conviction

Publishes reports that include in-depth and critical research/analysis and investment rationale which stimulates discussion, actionable ideas, and a move to action

Seen as a credible communicator and can articulate and influence others to own point of view

Exhibits confidence and conviction when presenting ideas

Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subject

 

Qualifications:

5-7 years in the securities industry in a leadership role and/or providing client portfolio analysis, recommendations, and trade advice

Passionate about leading and rolling up the sleeves and playing a team captain role

Valid Securities License with Securities Commission(s) – Registered Representative/Investment Advisor category

Chartered Financial Analyst (CFA) designation

University Degree, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials an asset

Strong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset

Good standing in Continuing Education (CE) credits

Excellent interpersonal skills, ethic, and excellent presentation and communication skills, both written and oral in French and in English

Working knowledge of capital markets with a deep curiosity in subject matter

 

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

Other details:

Hybrid work environment, a minimum of 3 days a week in office

Travel to IG offices from time to time across Canada

Participate in National Sales Conference and other Conferences at IG

As this position is posted in Montréal and Toronto, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

 

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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Genesys Cloud Specialist

CGI

Onsite

Ontario, CA

January 3, 2025

Position Description: Are you a talented problem-solver, an innovative idea-maker, and a high-energy professional? We are on the lookout for a highly skilled Genesys Cloud Specialists who thrives on designing and implementing cutting-edge Genesys Cloud contact center solutions.Location: Can be situated anywhere in Canada within proximity to a CGI office Security Clearance: Must have or […]

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