Jobs In Quebec, CA

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.

 

#LI-Onsite

Career Opportunities: Coordinator Region Office Operations – Lévis, QC (13190)

Division: IG Strategy & Business Operations

Location : Lévis

 

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.

 

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 effectively problem solve and communicate solutions 

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

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

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

Agile learning and desire for continuous improvement and development an asset

Bilingualism (English-French) is an asset 

 

 
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

 

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

 

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

 

#LI-KN1

#LI-Onsite

Career Opportunities: Coordinator, Region Office Operations- Montréal Rive-Sud (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.   

 

#LI-KN1

#LI-Onsite

Career Opportunities: Bilingual Advisor, IG Wealth Connect (13251)

Location: Calgary, Gatineau, Moncton, Montréal, Ottawa, Toronto, Vancouver, Winnipeg

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.

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

 

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: Compliance Investigator (13249)

Division: IGM- Legal & Compliance

Location: Montreal or Winnipeg

 

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 SUMMARY:  

The Compliance Investigator is responsible for completing investigations of complaints and internal investigations, including determining appropriate investigatory steps, conducting a review, adjudicating the merits of a complaint, completing settlement negotiations with clients, and conducting required follow up on issues raised in each case. The work involves conducting analysis of various sources of information including file documentation, reports, procedures, and interviews to identify trends or issues. The individual will be responsible for identifying appropriate corrective actions, communicating recommendations to affected parties and providing guidance to ensure corrective actions can be effectively implemented and well documented. 

 

DUTIES INCLUDE: 

Develop effective relationships with Clients, Regional Management, Advisors and Regulators to ensure the timely resolution of complaints 

Investigate complaint and internal investigation matters through direct contact with Clients, Advisors, Branch Managers, Regional Management, and other internal business units  

Conduct a detailed review and analysis of complaints and internal investigations, adjudicate and recommend an appropriate course of action to resolve the matter 

Provide coaching and guidance to the Senior Compliance Specialist on the research and analysis required  

Identify apparent trends and deficiencies that may have contributed to a complaint situation and recommend appropriate corrective action 

Recommend solutions and participate in the implementation of process improvements and changes to policies and procedures 

 

QUALIFICATIONS: 

Minimum 7 years of experience in a financial services environment, preferably in a compliance-related role 

Post-secondary degree in a relevant business discipline 

Successful completion of industry courses is considered an asset 

Completion of or commitment to complete, Canadian Securities Course (CSC) 

Life Licensing Qualification Program (LLPQ) or equivalent program in Quebec is an asset  

In-depth knowledge of the financial services industry and a good understanding of financial planning strategies 

Understanding of rules, policies, and by-laws of CIRO, the AMF, the CSF, provincial securities commissions, insurance commissions/councils and other regulators 

Excellent interpersonal, written and oral communication skills including the ability to communicate at the right level for the audience and present information in a convincing manner 

Excellent problem solving, decision-making and organizational skills  

Ability to prioritize and perform multiple tasks and deal with interruptions while working within a deadline-oriented environment 

Proficiency in French and English languages (speaking, reading, and writing) is an asset  

 

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

 

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

 

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

 

Please apply by November 20, 2024.

 

#LI-KN1

#LI-Hybrid

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).

 

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.  

 

#LI-KN1

#LI-Hybrid

Career Opportunities: Bilingual Advisor, IG Wealth Connect (Gatineau) (12926)

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.

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Career Opportunities: Bilingual Advisor, IG Wealth Connect (Montreal) (12917)

Location: Montreal

Division: IG Sales & Distribution

 

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

 

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. 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 (IGWC) 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. It 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 IGWC 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.

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

 

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 (13083)

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 Investors Group 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.

 

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 advanced taxation and estate planning and other financial planning support 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 written reports to support IG Wealth Management Consultants, based on detailed analysis, for complex high asset client situations, advising on will and estate planning, tax planning and other financial planning opportunities, strategies and issues.

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 advanced estate planning, taxation and other financial planning training for 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 advanced 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 Financial Planner license with IPF.

 

Qualifications:

Minimum 7 years experience in advanced will, estate and tax planning. Candidates who have completed the CICA in-depth tax course or who have a degree in a recognized university program in taxation will be preferred.

Attainment of a university degree and CPA or Law licensed.

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).

Proficiency with Windows environment PC based tools.

 
 

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

 

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

 

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

 

Please apply by November 8, 2024.

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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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