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Division: IG Sales & Distribution
Location: Montreal
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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 high-performing experienced financial advisors with established practices, while also supporting the recruiting efforts of Regional Vice Presidents and Division Managers.
Each Area Vice President operates as a regional strategist and influencer, leveraging deep industry relationships and competitive insights 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 the 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 experienced leading advisors.
Core Activities:
Cultivate and manage high-value relationships with top-tier financial advisors and practice leaders.
Design 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, Senior 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.
Maintain ongoing engagement with the CEO to deliver strategic updates and share insights on competitive intelligence and industry trends.
Represent the organization as a subject matter expert at regional, area, and national events, presenting on topics such as recruitment, business growth, and market developments. (Ie: Leaders Forum, PWM Conference, and National RVP Conference).
Partner closely with top PWM practices to support business structuring and growth planning, including readiness for external advisor acquisitions. Provide high-impact coaching and share strategic insights with leading advisors across the country. Qualifications:
10+ years of financial services, with a strong emphasis on sales and recruitment
Proven success in sourcing and onboarding high-value advisor practices
Strong network and credibility, with connections to practices managing $50M+ in assets
Proven success in sourcing and onboarding high-value advisor practices
Navigate and interpret complex business structures, including mutual funds, securities, and insurance, to anticipate challenges and identify opportunities.
Evaluate and apply various compensation models and contracting options to support business and talent strategies.
Partner with advisor teams to reshape and reimagine their business models, driving transformation and long-term success.
Build and maintain strong, trusted relationships with advisors, grounded in credibility and respect
Currently or previously mutual fund dealer or investment dealer licensed
Industry designations of one or more of the following: CFP, CLU, CFA, CSC, Plan. Fin.
Member of industry organizations: ex Advocis, STEP, CIFP
Experience with process development and execution
Strong presentation skills and experience with public speaking
Good knowledge of competitive intelligence within the industry
Wholesaling experience is preferred
Ability to travel frequently at short notice
Bilingualism is an asset
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including
Division: IGM-CSO
Location: Winnipeg or Toronto
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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: Wealth Operations is a strategic component of Client Services. Wealth Operations provides administrative and servicing support for multiple lines of business including IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to Investors Group Clients, Consultant Network, Planning Specialists and Regional Offices.
Position Summary: Individuals within the roles are primarily responsible for the processing of service requests on iProfile Private Portfolio client accounts, therefore they are expected to maintain a high level of accuracy, timeliness, and accountability. The main responsibilities include processing transfers, rebalances, buys, sells involving iProfile Private Portfolio accounts on all three platforms.
Duties Include:
Handle all service requests with a high standard of quality and professionalism; determine the best course of action to ensure resolution meets established standards.
Review client documentation to ensure all regulatory requirements are fulfilled by the Consultant. Initiate the appropriate action on missing requirements in order to complete client requests.
Analyze and understand the root cause of problems to propose and implement solutions in order to resolve escalations.
Ensure all required reporting is current by tracking daily volumes, contacts, errors and productivity input as required.
Participate in department objectives; including quality and productivity standards and other duties as assigned within Operations Services.
Maintains knowledge of business unit policies and procedures, systems, legal, and regulatory requirements including tax reporting.
Qualifications:
3-5 years of administrative and processing experience, or a combination of post secondary and/or equivalent work experience in a relevant discipline.
Excellent written and verbal communication skills required to deliver non-scripted/scripted situation specific messages through e-mail, fax and telephone.
Working knowledge of computer applications including SSUI/RBroker, SAS, DCA, TREX, WORD, EXCEL, Office 365.
Ability to work independently and effectively in a highly organized and professional environment.
Strong organizational, analytical and problem-solving skills, ability to multi-task and adapt to frequently changing priorities is essential.
Other Job Related Information: Overtime may be required during peak business. Flexible work hours may be required
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IGM 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.
IG 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.
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