Jobs In Quebec, CA

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Career Opportunities: Portfolio Strategist (13309)

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 Portfolio Strategist team focuses on Portfolio Strategy and Construction services for IG Advisors with HNW clients.

 

Position Summary:

The Portfolio Strategists support IG Advisors by providing in depth analysis on IG Wealth client & prospect portfolios more than $500,000. The purpose of the Portfolio Strategist is to provide a consistent approach to analyzing and providing options on existing client and prospective portfolios. The role has a strong emphasis on the thoughtful analysis and implementation of IG Investment products & publicly traded securities. The Portfolio Strategist Team is a centralized team that provides competitive insights, and third-party product support. Along with supporting the Wholesaling team with portfolio reviews of existing and prospective Advisors and clients.

 

Duties Include:

Provide portfolio analysis and client account review services using Eikon, Factset & Morningstar Advisor Workstation programs.

Conduct case & client discovery meetings with Advisors and HNW Clients

Prepare detailed options and presentations ensuring client suitability criteria, where individual securities exist

Participate in client meetings when portfolios are more than $1,000,000, and/or as needed.

Prepare and conduct training sessions as needed for The National Sales Teams

Perform in depth analysis on third party investment products

Identify and develop competitive strategies and tools to increase & promote greater consistency in the service offering.

Managing workflows to meet the Portfolio Strategist service standards.

 

Qualifications:

Seven years in the securities industry in a role providing client portfolio analysis, recommendations, and trade advice

Valid Securities License with Securities Commission(s) – Registered Representative/Investment Advisor category or ability to achieve licensing over a short period

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, team services ethic, and excellent presentation and communication skills, both written and oral in French and in English

Ability to participate actively in regular team meetings

Strong time management skills

Bilingualisim (French-English) is 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

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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Career Opportunities: Summer Intern, Business Development (13322)

Division: IG-StgyBusOps

Location: Montreal, QC

 

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 Montreal Office (hybrid work environment). Candidates in an undergraduate program that will be returning to school after their internship are eligible to apply.

 

The internship will support a variety of activities and functional areas within the Financial Services Division, which could include research, reporting, presentation development, data collection and related activities within Human Resources, Financial Reporting or Sales reporting.

 

Responsibilities:

Contribute to key projects related to business planning and success of National Business Development Team operations.

Support compilation of data or preparation of materials used to outline strategic, operational and business decisions.

Perform other related tasks to support key priorities within the Financial Services Division, including LinkedIn and Social Media development.

 

Requirements:

Registered students returning to school in 2025 in a related field.

Interest and passion for a career in Financial services.

High level familiarity with MS Office suite; PPT, Excel specifically.

Organized with a process-oriented focus.

Ability to work well in a team environment and independently.

Excellent interpersonal, judgment & decision-making skills.

Ability to maintain strict confidentiality with all team endeavors.

Analytical and problem-solving skills.

Ability to self-motivate and prioritize time-sensitive deadlines.

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

Demonstrated leadership skills.

 
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

 

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 2, 2025. 

 

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Career Opportunities: Summer Intern, Quebec Strategy & Planning (13263)

Division: Strategy & Planning

Location: 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.

 
Position

 

We are currently hiring an intern looking for a summer term position in our Montreal office, May to August 2025.  Candidates in an undergraduate program who will be returning to school after the internship are eligible to apply.

 

Responsibilities:

Support the Director Planning and support with the execution of the strategic plan

Build dashboards

Perform ad hoc business and data analysis

Assist in building business case studies for strategic initiatives under review

Perform market research for effective implementation and communication

Create presentations

 

Requirements:

Registered students returning to school in a relevant field (BCom, BA, etc.)

Proficient working with Excel, PowerPoint, and SharePoint

Excellent interpersonal, judgment & decision-making skills

Ability to self-motivate and prioritize time-sensitive deadlines

Attention to detail, error & inefficiencies when looking at big picture projects

 
To apply, please include a cover letter, resume and transcripts (full unofficial version) by February 2, 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 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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Career Opportunities: Director, Tax & Estates Planning (13082)

Division: IG Financial Planning

Location: 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 Advanced Financial Planning department is made up of a growing team that includes 43 accountants, lawyers and financial planners and provides financial planning support, training and resource material to IG Wealth Management Consultants.  The financial planning support provided includes taxation, estate planning and insurance support on complex cases and non-technical support for the financial planning software. The department also represents IG Wealth Management and its financial planning expertise to the media, the public and professional organizations through interviews and presentations.

 

We are currently looking for a Director to join our Advanced Financial Planning team.  We will consider applications anywhere in Quebec as the role could be remotely, but the person will be asking to travel in our different offices in Quebec to meet with the team and high value clients.

 

The Director is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. The position also provides advice to other head office departments and represents IG Wealth Management’s financial planning approach to the media, clients, the public and professional associations. 

 

Responsibilities include:

Provide taxation and estate planning and other financial planning support to IG Wealth Management Consultants, by responding to their questions on will and estate planning, taxation and other financial planning issues received by telephone and e-mail.

Provide support to IG Wealth Management Consultants, based on analysis, for high asset client situations, advising on will and estate planning.

Participate in meetings or conference calls with clients and/or their professional advisors on matters relating to estate and tax planning.

Initiate, develop and deliver estate planning, taxation and other financial planning training to support IG Wealth Management Consultants.

Develop and update financial planning resource tools for IG Wealth Management consultants

Provide advice and training to other support IG Wealth Management departments on estate planning, taxation and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participation on editorial committees for production of client publications, advice on new product development and on the appropriateness of various financial planning solutions).

Obtain the TEP (Trust and Estate Practioner).

 

Qualifications:

Minimum 7 years of experience in advanced will, estate and tax planning. Candidates who have a degree in a recognized university program in taxation will be preferred.

Attainment of a university degree and professional title of notary.

A continuous learner who stays on top of business trends and tax technical changes.

Flexible, able to work with light supervision and adapt to change.

Strong verbal and written communication skills in French and in English.

Strong public speaking and training skills.

Bilingualism (French and English).

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

 

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 November 8, 2024.  

 

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Career Opportunities: Coordinator, Region Office Operations – Jonquiere (13237)

Location: Jonquière

Division: Strategy and 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. 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.

 

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 development

 

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 optimally tackle problems and communicate solutions

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Discretion and ability to coordinate 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 an asset
 

Knowledge of French and English is required to support clients et Team members within and/ or outside the province of Quebec.

 
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.

 

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Career Opportunities: Coordinator Region Office Operations – Chicoutimi, QC (13247)

Division: IG-StgyBusOps

Location: Saguenay, QC

 

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 optimally tackle problems and communicate solutions

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Discretion and ability to coordinate 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 an asset
Knowledge of French and English is required to support clients et Team members within and/ or outside the province of Quebec.

 

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 November 21, 2024.

 

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Career Opportunities: Coordinator, Region Office Operations- Brossard (13265)

Division: IG Strategy & Business Operations

Location: Montréal Rive-Sud

 

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 development

 

Position Summary:  

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management. 

 

Duties Include:

Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance 

Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention

Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training 

Answers the telephone and provides exceptional client service to internal and external clients

Serves guests by greeting, welcoming and directing them appropriately

Handles incoming and outgoing mail and package distribution 

Order and maintain office supplies

Updates job knowledge by participating in educational opportunities

Performs other administrative related duties as assigned

Provides 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

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

Proven strengths in the area 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

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to handle pressure

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

Bilingualism (French-English) is required

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

 
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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#LI-Onsite

Career Opportunities: Senior Manager, Quebec Strategy and Business Initiatives (13308)

Division: IG Executive 

Location: 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.

 
We are looking for a Senior Manager who will be responsible for the planning, implementation, and success of business initiatives and will contribute to the implementation of the strategic and tactical initiatives of the Quebec plan. This position will play a key and strategic role in achieving business objectives and will report to the Director, Planning and Support, Quebec. This position does not involve team management.

 

Duties include :

Act as a business lead and market segment expert, particularly for the entrepreneur segment.

Implementing tactics and initiatives to achieve the objectives of the Quebec strategic plan; client acquisition, growth, profitability, talent acquisition and visibility.

Evaluate and provide recommendations to the Quebec management team on business opportunities that can contribute to the realization and success of the strategic plan, achieving business targets and financial results.

Manage strategic partnerships and identify business opportunities.

Contribute to the development of a comprehensive coaching program offering superior advice and financial planning value propositions to key client segments.

Contribute to the visibility and notoriety of our brand among high-net-worth clients and key client markets.

Qualifications and skills :

University or college degree in a relevant field

Five years of experience in the financial services industry

In-depth knowledge and understanding of the financial services industry and distribution models

Strong interpersonal skills, and ability to establish and maintain business relationships

Action driven and results oriented

Strategic thinking

Negotiation and influencing skills

Experience with entrepreneurial clients is an asset

Holding a Financial Planner designation is an asset

Holding a CPA designation is an asset

Knowledge of Salesforce is an asset

Excellent communication skills (verbal and written, facilitation and presentation)

Proficiency in Office 365 suite

Bilingualism (French-English) required, as the candidate will need to work closely with English-speaking teams in Canada

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 21, 2025. 

 

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Career Opportunities: Coordinator, Region Office Operations- Québec Lebourgneuf (13229)

Division: IG Strategy & Business Operations

Location: Québec Lebourgneuf

 

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 development

 

Position Summary:  

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management. 

 

Duties Include:

Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance 
Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention
Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training 
Answers the telephone and provides exceptional client service to internal and external clients
Serves guests by greeting, welcoming and directing them appropriately
Handles incoming and outgoing mail and package distribution 
Order and maintain office supplies
Updates job knowledge by participating in educational opportunities
Performs other administrative related duties as assigned
Provides 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
Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite
Proven strengths in the area 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
Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team
Ability to handle pressure
Discretion and ability to organize and prioritize multiple tasks under tight deadlines
Bilingualism (French-English) is required

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

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

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