Lead, coach and grow your practice in an entrepreneurial environment where you define your success 
The Division Manager Opportunity 
Inspire, motivate and build your practice!  As Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region. In this role you will have the unique opportunity to lead and coach a team, while building a financial planning practice.  
What you can expect from us 
At IG Wealth Management, you build your practice on your terms – working directly with clients and coaching your team of Financial Consultants to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer: 

Provide industry-leading training, support, and ongoing development throughout your career 

Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists 

Encourage independence and work-life synergy as you plan your schedule 
What we’re looking for in you 
We’re looking for dedicated leaders with a proven track record of performance and a proactive mindset, who want to help Canadians achieve their financial goals. Our ideal candidate is a IIROC or MFDA registrant, has a minimum of 5 years’ experience in the financial services industry, along with experience leading, attracting and developing a team.  The Certified Financial Planner (CFP®) or Personal Financial Planner (PFP®) designation, or on track to earning, is required. 
About IG Wealth Management  
For more than 90 years, IG Wealth Management has built long-term relationships with our clients and their families to look at all aspects of their financial well-being, proactively adjusting and assessing scenarios so our clients and their families can realize their full financial potential. This enables them to be ready to say “yes” to the possibilities that life brings. Today, financial planning and wealth advice is delivered to over a million Canadians coast to coast through our network of IG Wealth Management financial advisors. That’s a model we are committed to: Personal financial planning delivered by personal financial planners. 
Please apply by July 11, 2025.

Advisor, IG Wealth Management, Corporate Channel 
 
Referral Level: Level 3
 
Location(s): Ottawa
 
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  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. 
 
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! 
  
Position Summary: 
  
This position requires the successful candidate to be Mutual fund licensed. 
  
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance. 
 
Responsibilities: 

Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning. 

Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed 

Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base. 

Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools 

Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team. 

Using reporting, tools, and analysis to support the identification of future business opportunities. 
  
Qualifications: 

Mutual fund licensed 

3+ years of client facing financial planning experience 

Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence. 

Post Secondary Education in a relevant field

LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment. 

ETF approved for trading completed. 

Proficiency in the use of digital tools, including CRM and Financial Planning software 

Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role 

Understanding of the industry, competitive landscape, and economic market issues 

Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships. 

Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting 

The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment. 

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. 

Advisor, IG Wealth Management, Corporate Channel 
 
Referral Level: Level 2
Location(s):  Pointe-Claire
 
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  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. 
 
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed Licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! 
  
Position Summary: 
  
This position requires the successful candidate to be Securities licensed. 
  
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance. The advisors will provide nationwide support to advisors during vacation periods and absences to ensure continuous service.
  
Responsibilities: 

Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management, and estate planning.
Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
Using reporting, tools, and analysis to support the identification of future business opportunities.
Provide nationwide coverage during holidays, vacations, and any other ad hoc requests.
Facilitate the transition of clients from the entrepreneurial channel to the corporate channel. 
  
Qualifications: 

Securities licensed
3+ years of client facing financial planning experience
Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
Post Secondary Education in a relevant field
LLQP and Provincial Licensing exam passed for Insurance required.
Proficiency in the use of digital tools, including CRM and Financial Planning software
Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
Understanding of the industry, competitive landscape, and economic market issues
Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting.
The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
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.   

Advisor, IG Wealth Management, Corporate Channel
Referral Level: Level 3
Location(s):  Quebec City

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  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.  
 
Position Summary:
 
This position requires the successful candidate to be Securities licensed.
 
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance. 
Responsibilities:

Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management, and estate planning.
Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
Using reporting, tools, and analysis to support the identification of future business opportunities.
 
Qualifications:

Securities licensed
3+ years of client facing financial planning experience
Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
Post Secondary Education in a relevant field
LLQP and Provincial Licensing exam passed for Insurance required.
Proficiency in the use of digital tools, including CRM and Financial Planning software
Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
Understanding of the industry, competitive landscape, and economic market issues
Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting.
The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
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. 

Poste de conseiller financier
Nous recherchons des personnes qui possèdent un solide esprit d’entrepreneur, qui font preuve d’une grande agilité d’esprit, qui favorisent la proactivité, et qui sont prêtes à se dédier intensément à leur nouvelle carrière et désirent aider les Canadiens à leurs objectifs financiers. Cette opportunité, disponible partout au Canada dans nos nombreux bureaux régionaux, s’adresse aux personnes qui envisagent un changement de carrière ou aux professionnels de l’industrie qui recherchent une opportunité d’améliorer leurs pratiques et à avoir un impact positif sur leurs clients. Pour devenir conseiller financier chez IG Gestion de patrimoine, il faut beaucoup de dévouement, d’engagement et de travail. Si vous reconnaissez dans ce profil, vous pourrez compter sur notre soutien pour accéder à une carrière très enrichissante tant sur le plan personnel que professionnel. Nous maintenons le cap sur l’excellence. Plus de 1 400 de nos conseillers ont déjà le titre professionnel de CFP ou de Pl. Fin., et notre objectif est que tous nos conseillers en soient bientôt titulaires. 
Chez IG Gestion de patrimoine, vous bâtissez vous-même votre pratique en travaillant directement auprès des clients pour bâtir des relations, préparer des plans financiers complets et procurer aux clients la confiance financière dont ils ont besoin pour atteindre leurs objectifs tout au long de leur vie. C’est une carrière très valorisante et c’est pourquoi nous vous invitons à considérer notre offre :

Nous vous fournirons une formation, un soutien et un perfectionnement de premier ordre tout au long de votre carrière.
Nous vous donnons accès à une équipe d’experts en planification financière avancée et à un réseau de spécialistes en gestion de patrimoine, en produits hypothécaires et en assurance.
Nous vous donnons accès à un potentiel de revenu exceptionnel, selon une formule où votre rémunération est le reflet de vos efforts.
Nous encourageons l’autonomie et l’équilibre travail-vie personnelle dans la planification de votre horaire.

EN SAVOIR PLUS SUR IG GESTION DE PATRIMOINE
Notre but est d’être le partenaire financier de choix au Canada. Depuis plus de 90 ans, nous établissons des relations durables avec nos clients et les membres de leur famille. Notre approche synchronisée de la planification financière prend en considération tous les aspects de la vie financière du client. Nous prenons le temps d’explorer les objectifs de vie, les aspirations financières et les préoccupations qui sont propres au client et à sa famille, puis nous procédons à une analyse complète de leur santé financière. Nous savons que la vie est dynamique et que nous devons réévaluer et rajuster les plans des clients à mesure que leur situation change. Cette approche leur permet de tirer le maximum des possibilités de la vie et de réaliser leur plein potentiel. Aujourd’hui, nous fournissons des conseils en matière de planification financière et de gestion de patrimoine à plus d’un million de Canadiens d’un océan à l’autre grâce à notre réseau de conseillers financiers.
 
 

Advisor, IG Wealth Management, Corporate Channel
Location(s): Quebec - Saguenay
 
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  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, and also providing resources to ensure physical and mental wellness were put front and centre.  
 
You will join a team that that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable. 
 
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.  
 
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!
 
Position Summary:
 
This position requires the successful candidate to be Mutual fund licensed.
 
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.
 
Responsibilities:

Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
Using reporting, tools, and analysis to support the identification of future business opportunities.
 
Qualifications:

Mutual fund licensed
3+ years of client facing financial planning experience
Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
Post Secondary Education in a relevant field
LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
ETF approved for trading completed.
Proficiency in the use of digital tools, including CRM and Financial Planning software
Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
Understanding of the industry, competitive landscape, and economic market issues
Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
Bilingualism (French-English) is required
 
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
 
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.  
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.  

Advisor, IG Wealth Management, Corporate Channel 
 
Referral Level: Level 3
 
Location(s): Mauricie
 
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  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. 
 
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! 
  
Position Summary: 
  
This position requires the successful candidate to be Mutual fund licensed. 
  
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance. 
 
Responsibilities: 

Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning. 

Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed 

Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base. 

Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools 

Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team. 

Using reporting, tools, and analysis to support the identification of future business opportunities. 
  
Qualifications: 

Mutual fund licensed 

3+ years of client facing financial planning experience 

Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence. 

University Degree in a relevant field 

LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment. 

ETF approved for trading completed. 

Proficiency in the use of digital tools, including CRM and Financial Planning software 

Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role 

Understanding of the industry, competitive landscape, and economic market issues 

Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships. 

Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting 

The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment. 

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.