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Division: IG Insurance Mortgage & Banking
Location: North Bay or Thunder Bay
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 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 Role:
The Regional Estate & Insurance Specialist (REIS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the REIS 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 REIS 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 REIS 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:
LLQP and A&S Insurance Licensed (Ontario)
Preference to those who have completed or are enrolled in CFP or CLU
Minimum of 5 years industry experience
Great familiarity with insurance carrier software and processes
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 English.
Well-developed negotiation and influencing skills.
Strong decision-making and problem-solving skills
Familiarity with a Salesforce type application is a plus
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 April 25, 2025.
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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.
Knowledge of French is an asset.
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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Division: IG Insurance Mortgage & Banking
Location: Montreal, Winnipeg, Toronto
IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while 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: IG Insurance Services is responsible for the delivery of outstanding customer service to both internal and external clients. The Insurance Support team is a key part of IG Insurance Services and acts as the key contact and liaison between Investors Group Consultants, Estate insurance Specialists, and our insurance partners. This department is responsible for delivery of Insurance services program as well as processing insurance applications.
POSITION SUMMARY: The Insurance Specialist manages a caseload of new insurance business for Estate and Planning Specialists to ensure that Insurance Services are provided to clients in a timely and effective manner.
If you have experience managing new business and/or inforce service activities for life and living benefits in the Managing General Agency, Associate General Agency or National Accounts and bank space or if you have worked directly with a licensed advisor to support their client experience and operational requirements, you would be considered an ideal candidate!
DUTIES INCLUDE:
Acting as the liaison for Consultants, Estate Insurance Specialists underwriters and other insurance company representatives, as well as regional health services providers.
Verifying the accuracy of all new insurance applications, taking steps to resolving any inaccuracies.
Ensuring all outstanding requirements, such as questionnaires, amendments, and payments, are received and recorded.
Maintaining accurate and complete records using Insurance back-office system.
Completing weekly follow ups on pending cases, investigation & resolution of any outstanding requirements
Providing information to stakeholders, through written, telephone and email requests.
QUALIFICATIONS:
Minimum 2 years of experience in wealth management or insurance industry in client facing or support roles.
LLQP or equivalent or willing to work towards
Excellent communication, problem solving, and organizational skills are essential
Ability to communicate and work effectively with a diverse group of stakeholders
Strong PC skills, practical experience with Work, Excel and Access
Bilingual – French is an asset
As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
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#LI-Hybrid
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