Search

Jobs In Ontario, CA

Career Opportunities: Senior Administrative Assistant (12441)

IG Wealth Management

Onsite

Ontario, CA

September 26, 2023

 Leadership

Location: Toronto

Division:  IG Sales & Distribution

 

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.

 

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 centre.

 

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.

 

 
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 (ie. 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

Requirements:

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 October 9, 2023. 

 

#LI-KN1

#LI-Hybrid

Career Opportunities: Intern, Wholesaling Team (Winter 2024) (12451)

IG Wealth Management

Onsite

Ontario, CA

September 23, 2023

 Leadership

IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two millioIG n Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions.

 

With a strong reputation built over 90 years, IG Wealth Management is committed to providing personalized advice and exceptional outcomes for clients, inspiring financial confidence.

 

At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.
Position

We are currently hiring an intern looking for a summer term position, May to August 2024 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 (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 October 1, 2023, at 11:59 pm CST.

 

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

 

If you need an accommodation or alternative format during the recruitment process, please contact our Talent Acquisition team for assistance.

#LI-Hybrid #LI-MA2

Career Opportunities: Bilingual Advisor, IG Wealth Connect (Ottawa) (11465)

IG Wealth Management

Onsite

Ontario, CA

September 17, 2023

Location: Ottawa (Ontario)

Division: Financial Services

 

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.

 
DEPARTMENT SUMMARY:

IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally.

 

POSITION SUMMARY: The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.

 

DUTIES INCLUDE:

Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities.

Provide financial planning advice – assist with estate planning, debt management, insurance and mortgage.

Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions.

Manage escalations – review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner.

Contribute to departmental initiatives – participate in growth of our share of wallet and implementation of IG Wealth Connect strategies. 

Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.                                    

Ensure procedural, regulatory, compliance and departmental policies are followed.

Identify opportunities for business and process improvements and implement changes as developed by management team.

 

QUALIFICATIONS:

Ability to multi-task in an extremely diverse fast-paced environment.

Solution oriented, an excellent problem solver with proficiency in financial planning.

Performance-driven high achiever with great sales skills.

Mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.

Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset.

Fully bilingual in English and French is mandatory. Excellent communication skills (written, verbal).

Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.

Minimum of 4 years experience in the financial services industry.

Practical experience with a CRM and the Office Suite.

 
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.

#LI-Hybrid

Career Opportunities: Coordinator, Region Office Operations – Sudbury (12476)

IG Wealth Management

Onsite

Ontario, CA

September 16, 2023

Location: Sudbury, ON

Division: IG Strategy & Business Operations

 

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.  

 

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 centre.  

 

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.  

 
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.  

 

#LI-KN1

Career Opportunities: Bilingual Coordinator Region Office Operations – Ottawa, Ontario (12369)

IG Wealth Management

Onsite

Ontario, CA

September 13, 2023

Location: Ottawa

Division: IG Strategy & Business Operations

 

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.  

 

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 centre.  

 

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.  

 

 
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
Bilingualism English-French is 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.  

 

 

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Area Vice President, Business Development (Ontario) (12480)

IG Wealth Management

Onsite

Ontario, CA

September 7, 2023

 Leadership

Location: Ontario

Division: Sales & Distribution

 

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.  

 

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 centre.  

 

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.  

 
Overview:

The Business Development team plays a pivotal role in IG Wealth Management’s growth strategy by sourcing, attracting, and acquiring experienced financial advisors with established practices, while also supporting the recruiting efforts of Regional Vice Presidents and Division Managers.

 

Each Area Vice President on the team holds deep connections in their specific geographic area while maintaining a pulse on the industry at a national level. They specialize in career conversations with top industry practices and leverage competitive intelligence to drive the talent acquisition strategy.

 

The team shares their expertise with region leaders via training and development, enhancing our recruitment activities across the country and contributing to the healthy growth of the organization.

 

Position Summary:

Reporting to Herp Lamba, SVP, Head of Business Development, the Area Vice President, Business Development will be responsible for developing and implementing an area-based strategy to source and attract top-quality financial advisors to IG Wealth Management.

 

The Area Vice President, Business Development will leverage their existing large network within the financial services industry to drive the acquisition of advisor practices that are growth-oriented and planning focused. They will provide leadership to Regional Vice Presidents and Division Managers in candidate conversations and help region leaders finalize opportunities.

 

This role provides a unique opportunity to contribute to the strategic growth of IG Wealth Management and offers a competitive compensation package including base salary, bonus, benefits and pension, while having the opportunity to earn uncapped variable income. The ideal candidate will share the firm’s vision, have deep connections within the financial services industry, be well respected, and have experience leading advisors.
 

 Core Activities:

Build and maintain strong relationships with industry advisors.

Establish and implement a strategy for acquiring advisors in a designated geographic area while also contributing to the national recruitment strategy.

Attract medium- to large-size industry practices that align with IG’s dedication to comprehensive financial planning.

Act as a key business influencer, while fostering and nurturing strong relationships with field leadership (Regional Vice Presidents and Division Managers).

Partner with field leadership to attract large industry candidates, and drive career discussions to support their move to IG.

Meet with industry advisors in person and virtually to transition their practice to IGWM.

Be well versed in national market trends and industry developments by collecting competitive intelligence and strategically leveraging it in planning and conversations.

Partner with internal teams to develop a best-in-class recruitment experience (Marketing, Client and Advisor Experience, and corporate Talent Acquisition).

Build relationships with internal stakeholders to ensure the recruitment and onboarding experience is smooth and efficient for larger practices.

Manage a corporate area budget to support the most strategically beneficial area expenses and ROI. This includes travel, promotional items, and entertainment.

 

Qualifications:

10+ years of financial services industry experience:  preferred sales experience

Strong network and connection with medium to large sized industry books ($50M+)

Track record of success in recruiting financial services advisors

Currently or previously mutual fund dealer or investment dealer licensed

Industry designations of one or more of the following:  CFP, CLU, CFA, CSC, Plan. Fin.

Member of industry organizations: ex Advocis, STEP, CIFP

Experience with process development and execution

Strong presentation skills and experience with public speaking

Good knowledge of competitive intelligence within the industry

Wholesaling experience is preferred

Ability to travel frequently at short notice

Bilingualism 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 September 27, 2023.  

#LI-KN1 

#LI-Hybrid

We're sorry, there are currently no jobs listed in this location.

© 2023 Women In Leadership
v.3.9.19