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Career Opportunities: Manager, Region Office Operations – Ste-Foy (12498)

IG Wealth Management

Onsite

Quebec, CA

September 26, 2023

 Leadership

Location: Québec city

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. 

POSITION SUMMARY: 

The Manager, Region Office Operations oversees and manages the day to day administrative operations of a Region/Division Office. This position acts as key liaison between head office, consultants and clients. Key aspects of the position include coordination and implementation of corporate initiatives, supervising a human resource complement, business processing and compliance/regulatory requirements, facilities maintenance, financial resource management, inventory management and controls. 

 

DUTIES INCLUDE:

Manage Human Resource complement:

Recruitment, training, development and performance management

Coordination and implementation of corporate initiatives, policies and procedures related to business processes, regulatory/risk management

Oversee general office operations:

Financial resource management, facilities maintenance, inventory control

Region Office business processing and compliance/regulatory administration

Provide support to Consultant Network including orientation, training, general inquiries, procedures, sales support inventory

Support local management in recruiting/licensing process, compliance and regulatory requirements    

 

QUALIFICATIONS:

4 years of office experience preferably in the Financial Services industry

Post-secondary education in a business discipline and completion or enrollment in industry recognized courses (e.g. IFIC, CFP) would be an asset

Proven strengths in the areas of:

Communication – Proficient in verbal and written communication

Leadership – Efficient use of resources, recognition of contributions, fostering development of team

Accountability – Ownership and responsibility of individual and team actions to achieve results

Teamwork – Fosters an environment of cooperation and collaboration to achieve common goals

Strong business/technical, interpersonal, time management, organizational and relationship management skills

Ability to work independently in a multitask environment with a diverse group of individuals

Proficiency in PC capabilities including Microsoft Office Suite

Bilingual – French and English both written and oral is a requirement

 

WHAT WE OFFER:

Work week of 37.5hrs, Monday-Friday

Base competitive 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

Possibility to join a defined contribution pension plan at hire

Possibility to join an employee share purchase plan at hire

Financing of position-related training for personal development

 
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 5, 2023. 

 

#LI-KN1

#LI-Hybrid

Career Opportunities: Estates Coordinator, Wealth Operations (12499)

IG Wealth Management

Onsite

Quebec, CA

September 24, 2023

Location: Winnipeg or Montreal

Division: IGM Client Services 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:

 We are looking for a Coordinators to join our Estates team in Montreal.   Wealth Operations provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to clients, Consultant Network, Planning Specialists and Regional Offices.

 

POSITION SUMMARY: 

This position will be responsible for completing the settlement processing for all deceased client’s assets at IG. The individual should be a strong team player who enjoys and excels working in a challenging, and fast paste environment.  They want to be comfortable working on multiply applications and handling all account types and different products such as Mutual Funds, GIC’s, Stocks, Bonds etc.; with focus of providing an exceptional client experience.  The individual would be responsible to handle all types of client requests accurately and effectively with ensuring they are processed in a timely manner for settlement of estate assets.

 

Duties Include:

Interpreting and analyzing documentation for the settlement of all account types and variety of products for a deceased IGM client estate.
Process the settlement of all deceased client accounts which includes redemptions, transfers, account and tax adjustments, service set-up and account set ups and non-resident processing.
Ensure the processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines

 

QUALIFICATIONS:

Minimum 1 -2 years’ experience in an investment or financial services environment.
Excellent oral and written communication skills in both English and French
Mutual Fund and Financial Industry knowledge and experience is an asset
Well-developed knowledge of Investors Group products and services.
Experience with TreX, DCA, SAS and RBroker operating systems along with strong PC skills working with Windows, Excel and Word
Proven analytical, problem solving and decision-making skills
Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment
Ability to multi-task and adapt to frequently changing priorities
Strong organizational, Interpersonal and time-management skills.

 

OTHER JOB-RELATED INFORMATION: Overtime may be required during peak business. Flexible work hours may be 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 6, 2023.  

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Coordinator, Region Office Operations – Saint-Sauveur (12158)

IG Wealth Management

Onsite

Quebec, CA

September 17, 2023

Location: Saint-Sauveur

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. 

 

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

 
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.

Career Opportunities: Coordinator, Region Office Operations – Drummondville (12002)

IG Wealth Management

Onsite

Quebec, CA

September 17, 2023

Location: Drummondville (QC)

Division: IG 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 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

 
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-OnSite

Career Opportunities: Bilingual Advisors, IG Wealth Connect (Montreal) (11653)

IG Wealth Management

Onsite

Quebec, CA

September 17, 2023

Location: Montreal (Quebec)

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: Bilingual Advisor, IG Wealth Connect (Gatineau) (11466)

IG Wealth Management

Onsite

Quebec, CA

September 17, 2023

Location: Gatineau (Quebec)

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 – Levis, QC (12368)

IG Wealth Management

Onsite

Quebec, CA

September 13, 2023

Location: Québec Rive-Sud

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. 

 

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. 

 

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

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

Handles pressure

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

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

 
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: Bilingual Insurance and Estate Planning Specialist – Quebec City (12416)

IG Wealth Management

Onsite

Quebec, CA

September 13, 2023

 Leadership

Location: Québec

Division: IG Insurance Mortgage & Banking

 

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 Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning 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.  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.

 
The Role:

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

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

 

Responsibilities:

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

Identify clients and insurance opportunities together with the consultant.

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

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

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

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

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

 

Requirements:

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

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

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

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

Strong customer service attitude with good interpersonal skills

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

Well-developed negotiation and influencing skills.

Strong decision-making and problem-solving skills

Holds applicable provincial licenses.

 

Ideally, the person will be based in the Quebec City. Several business trips per year are to be expected, depending on the needs of the company.

 

 
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 August 31, 2023.

 

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Career Opportunities: Bilingual Business Development Manager – Insurance – Montreal or Quebec City (12147)

IG Wealth Management

Onsite

Quebec, CA

September 13, 2023

 Leadership

Location: Montreal / Quebec City

Division: IG Insurance, Mortgage and Banking

 

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.

 
The Business Development Manager – Insurance is tasked with providing tailored insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the incumbent will design and implement advanced strategies for wealth preservation, enhanced retirement income, distribution and transfer of estate assets, charitable giving, business succession planning and living benefits, including critical illness and disability income coverage. This position comes with a competitive base salary and benefits, combined with a results-driven compensation component.

 

The Business Development Manager – Insurance leverages their expertise in insurance and estate planning to optimize the financial plans of our clients. This includes the use of first-rate financial planning software to bring clarity to abstract concepts. The incumbent will proactively identify opportunities to partner with advisors and clients.

 

Responsibilities

Working with advisors, acts as an insurance expert in their respective teams, assisting them with their life, disability and critical illness sales.

Manages core issues for advisors on needs analysis, product selection and sales skills development.

Develops an optimal service offering using our financial planning software.

Trains advisors at various skill levels (through presentations).

Meets with Regional Vice-Presidents on a regular basis to ensure that advisors are committed to developing their insurance business.

Liaises with the region management team to identify strategies for growing insurance sales and advisor business.

Manages and promotes key relationships with our insurance partners’ advanced financial planning departments.

Cooperates with Head Office on insurance and estate planning initiatives for the advisor network.

 

Proficiency Requirements

Strong leadership, sales and relationship building skills.

In-depth knowledge of financial services and of insurance planning and estate planning principles.

Expert understanding of the insurance industry and its trends.

Ability to work independently and as part of a team in a virtual environment, in both English and French.

Strong sales and customer service skills.

Strong problem-solving and decision-making skills.

Fully licensed for business development in Quebec.

 

The incumbent will be based either in the Montreal area or Quebec city, covering several offices. Several business trips per year, depending on the needs of the company, are to be expected.

 
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.

 

Please apply by August 31, 2023.  

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Career Opportunities: Bilingual Area Vice President, Business Development (Quebec) (12485)

IG Wealth Management

Onsite

Quebec, CA

September 13, 2023

 Leadership

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, 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 a requirement

 
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 26, 2023.

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