Summary

Division: IG Sales & Distribution Location: Vancouver   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.   Responsibilities: Provides confidential senior level administrative support services to the Regional Vice President Maintains appointment schedules and coordinates meetings (in person or virtual) Manages email inbox and completes/actions tasks on RVP’s behalf Proactively monitors calendar Providing support and acting as a resource on assignments Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation Support and management of technology adoption Prepares correspondence, reports and presentations. Co-ordinating travel arrangements and preparing expense reports Provide sales, process, marketing, and administrative support to the RVP and the entire region Provides technology support related to BYOD; Help Desk escalations; general inquiries Supports business development and marketing activities and strategies as required Helps the execution of region client acquisition events (both virtual and in person) Facilitating and follow up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress) Leads our National Service Centre strategy in the region by meeting with Consultants one on one to collect names; coordinate a single submission to Head Office, communicate steps to impacted parties and help to move clients over to the NSC Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations. Region Office support including: Collaboration with Region Operations team to set up workspaces and equipment requirements and facility management Provides back up to region office reception duties as needed Coordinates and helps to organize special projects and region meetings and events Managing region budget/finances Supports RVP in: establishing a respectful workplace and promoting/creating a diverse and inclusive culture Community support and involvement Building a strong compliance culture Ensuring adherence to corporate policies Qualifications: Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele Service oriented with strong relationship management skills Ability to work independently and as part of a great team Ability to handle confidential information in a tactful and professional manner Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel Flexible and able to perform in a fast paced, changing environment Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required   Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers   We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.   IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.   Please apply by December 26, 2024.     #LI-KN1 #LI-Hybrid

Description

 

Division: IG Sales & Distribution

Location: Vancouver

 

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.

 

Responsibilities:

  • Provides confidential senior level administrative support services to the Regional Vice President

    • Maintains appointment schedules and coordinates meetings (in person or virtual)

    • Manages email inbox and completes/actions tasks on RVP’s behalf

    • Proactively monitors calendar

    • Providing support and acting as a resource on assignments

    • Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation

    • Support and management of technology adoption

    • Prepares correspondence, reports and presentations.

    • Co-ordinating travel arrangements and preparing expense reports

  • Provide sales, process, marketing, and administrative support to the RVP and the entire region

  • Provides technology support related to BYOD; Help Desk escalations; general inquiries

  • Supports business development and marketing activities and strategies as required

  • Helps the execution of region client acquisition events (both virtual and in person)

  • Facilitating and follow up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner

  • Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)

  • Leads our National Service Centre strategy in the region by meeting with Consultants one on one to collect names; coordinate a single submission to Head Office, communicate steps to impacted parties and help to move clients over to the NSC

  • Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations.

  • Region Office support including:

    • Collaboration with Region Operations team to set up workspaces and equipment requirements and facility management

    • Provides back up to region office reception duties as needed

    • Coordinates and helps to organize special projects and region meetings and events

    • Managing region budget/finances

    • Supports RVP in:

      • establishing a respectful workplace and promoting/creating a diverse and inclusive culture

      • Community support and involvement

      • Building a strong compliance culture

      • Ensuring adherence to corporate policies

Qualifications:

  • Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry

  • Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele

  • Service oriented with strong relationship management skills

  • Ability to work independently and as part of a great team

  • Ability to handle confidential information in a tactful and professional manner

  • Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required

  • Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel

  • Flexible and able to perform in a fast paced, changing environment

  • Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required

 

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

 

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

 

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

 

Please apply by December 26, 2024.  

 

#LI-KN1

#LI-Hybrid

 

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