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 […]
Jobs In Ontario, CA
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.
#LI-KN1
#LI-Hybrid
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.
Position
We are currently hiring an intern looking for a summer term position, May to August 2025 in our Toronto Office. Candidates in an undergraduate program that will be returning to school after their internship are eligible to apply.
Responsibilities:
Research, build proposals/reports and present findings to senior management
Review business processes to identify opportunities for improvement
Assist with project work dependent on business initiatives
Work closely with the sales team providing support on fund comparisons, pricing research, performance research, competitive analysis, Salesforce & territory planning
Potential for limited interaction with Advisors
Requirements:
Currently enrolled in a relevant post-secondary education program
Bilingual is considered an asset (French / English)
Interest and passion for a career in the financial industry
Demonstrated leadership skills
Creativity and innovation
Ability to work well in a team environment and independently
Analytical and problem solving skills
Effective organizational and multi-tasking skills
Strong written and verbal communication skills
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Related previous work experience is an asset
To apply, please include a cover letter, resume and transcripts (full unofficial version) by February 23, 2025, at 11:59 pm EST.
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 equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.
Division: IG Investment Solutions
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.
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, preferably at an asset management and/or wealth management firm
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 February 27, 2025.
#LI-KN1
#LI-Hybrid
Position Description: Location• New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario or 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 Canada. We are […]
Location: Any Canadian Common Law Jurisdiction
Division: IG Financial Planning
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 Advanced Financial Planning department is a growing team of 47 legal, tax, and financial planning professionals responsible for providing support, training and resource material to IG Advisors. The support provided includes estate planning, tax planning and financial planning software support on complex cases. Members of the department provide support to high-net-worth clients, particularly those with complex situations, by meeting with them (either remotely or in person) to discuss tax and estate planning issues, opportunities and strategies, as well as liaising with the client’s external professionals to co-ordinate the planning where necessary.
We are looking for an estate planning lawyer (Director) to join our Advanced Financial Planning team. We are open to considering candidates located in all provinces outside Québec. Although work can be conducted remotely, there will be an expectation of periodic travel to meet in person with the team, IG Advisors and with high-net-worth clients.
Responsibilities:
Provide estate planning, estate taxation, marital property and other financial planning support for IG Wealth Advisors by responding to their questions or issues by telephone and e-mail.
Review wills, powers of attorney, trust documents, co-habitation agreements, shareholders agreements and other legal documentation to identify issues, concerns and planning opportunities.
Prepare written reports (based on detailed analysis) for complex client situations, advising on estate, tax and other financial planning opportunities, strategies and issues.
Analyze financial plans for potential legal issues in client situations, particularly those involving business owners and private corporations.
Able to work independently and undertake meetings or conference calls with clients and/or their professional advisors on matters relating to estate planning and tax.
Present concepts and deliver continuing education sessions to advisors and within the Advanced Financial Planning team.
Develop and provide advice and training to other IG Wealth Management departments on estate planning, marital property, estate taxation and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).
Complete the Certified Financial Planner (“CFP”) designation with FP Canada if not already obtained.
Requirements:
Minimum 8 years experience in estate planning and taxation, with a preference for completion of additional industry related education (examples could include the Trust and Estate Practitioner designation or the CPA Canada in-depth tax course) and experience in delivering advice to owner/managed businesses and/or high-net-worth individuals.
Completion of a post-secondary university degree plus attainment of a professional legal designation.
A continuous learner who stays on top of business trends and changes in the law.
Flexible, able to work with light supervision and adapt to change.
Strong verbal and written communication skills (ability to communicate in both English and French would be an asset).
Strong public speaking and training skills.
Proficiency with Windows environment PC based tools.
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 February 28, 2025.
#LI-KN1
#LI-Hybrid
We're sorry, there are currently no jobs listed in this location.
© 2025 Women In Leadership
v.4.6-1-g63cbc40