Advisor, IG Wealth Management, Corporate Channel 
 
Referral Level: Level 2
 
Location(s): Mississauga
 
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. 
 
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.   
 

Join Our Team!
At David Alexander & Associates, our mission is simple yet powerful: to empower clients to achieve financial freedom through sound, strategic, and principled financial planning. We are seeking a knowledgeable and experienced Financial Planner who is not only passionate about creating financial security for clients but also radiates positivity and inspires others. If you’re someone who brings awesome energy, motivation, and inspiration to the room, we’d love to meet you!
 
Why Join Us?
At David Alexander & Associates, culture and character matter. We pride ourselves on maintaining an organized and thriving practice with an exceptional client base. Guided by a clear principle—“Is this in the best interests of the Canadian families in our care?”—we approach financial planning with integrity and dedication.
Our team isn’t just about delivering excellent results; we genuinely enjoy what we do and have fun along the way. We understand the challenges financial planners face, such as managing time and building meaningful client relationships. That’s why we’ve structured our practice to ensure clients receive personalized attention and care. With cutting-edge technology, streamlined business systems, and a dedicated team, we create an environment where both clients and advisors thrive.
 
David Alexander & Associates is ranked within the top 100 practices at IG Private Wealth Management, a Power Corporation company with over 90 years of history in Canada. For over 21 years, we’ve proudly served a niche group of families, entrepreneurs, professionals, and business owners in Calgary and the surrounding areas.
We believe in the power of relationships. Our practice is designed to give advisors the time and capacity to foster meaningful connections, deliver tailored financial plans, and exceed client expectations.
If this sounds like an opportunity where you can thrive and make an impact, we’d love to hear from you!
 
About the Role: Associate Advisor
This role is designed for someone who is passionate about financial planning and thrives on building strong client relationships. This is not an entry level position. The ideal candidate has an existing financial planning practice and is comfortable networking and connecting with people in diverse settings.
As an Associate Advisor, you will play a vital role in delivering top-tier financial plans utilizing industry-leading technology. This position also offers growth opportunities, including taking on leadership responsibilities and managing key client relationships over time.
Attributes:

Looking to grow, with a positive energy and mindset
Strong attention to detail. This is exceptionally important!
The ability to connect with, motivate and influence others
Self-confident but highly coachable with a high level of integrity
Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
Qualifications:

Securities licensed
LLQP certification (or willing to obtain)
CFP designation (or willing to obtain)
Minimum 8 years of financial planning experience
Excellent written, verbal and computer skills
Interact professionally yet comfortably with clients by phone, email and in person
Key Responsibilities:

Building relationships with clients both independently and alongside the team
Design and implement business development strategies to grow the client base
Build, maintain and deliver comprehensive financial plans for our clients
Identifying opportunities to serve existing clients, and approach new clients
Gathering information from clients to prepare plans/proposals
 

Advisor, IG Wealth Management, Corporate Channel 
 
Referral Level: Level 1
 
Location(s): Edmonton
 
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. 


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.   
 

Location: Pickering
 
About the Role:
As an Associate at IG Wealth Management, you will support a Senior Financial Advisor and their team in delivering a comprehensive range of financial products and services to clients. This is an exciting opportunity for an individual passionate about financial planning, business development, and client relationship management. You will play a crucial role in enhancing the client experience, identifying growth opportunities, and contributing to the success of an established financial planning practice. 
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.   
Key Responsibilities:
Business Development & Client Growth:

Develop and implement strategies to grow the current client base. 
Leverage existing clients and Centers of Influence to uncover high-net-worth (HNW) referral opportunities. 
Generate new business through referrals and relationship-building efforts. 
 
 Client Service & Financial Planning Support: 

Gather and input client data into financial planning software. 
Assist in preparing financial plans, proposals, and presentations for client meetings. 
Identify opportunities to enhance client relationships through additional services (e.g., insurance, banking). 
Jointly meet with clients alongside the Senior Financial Consultant. 
Monitor and update clients’ financial plans as their circumstances evolve. 
 
Administrative & Operational Support:

Process new business applications and maintain updated client records. 
Track active tasks or projects and ensure timely completion. 
Handle client inquiries and proactively resolve issues. 
Maintain workflow and process efficiencies within the financial planning practice. 
 
Qualifications & Experience:

MFDA/AMF or RR IIROC license and LLQP certification (or willingness to obtain). 
Minimum of 3 years of experience in the financial services industry. 
Strong proficiency in MS Office Suite (Outlook, Word, Excel, PowerPoint). 
Post-secondary education in Business Administration, Finance, or a related field is preferred. 
 
Key Skills & Attributes:

Excellent communication and interpersonal skills. 
Strong analytical and problem-solving abilities. 
High level of integrity, self-confidence, and coachability. 
Ability to work independently and take initiative. 
Organized, detail-oriented, and capable of managing multiple priorities. 
Passionate about financial planning and dedicated to helping clients achieve their goals. 
 
Why Join IG Wealth Management?

Work with a highly experienced team in a dynamic and supportive environment. 
Opportunity for long-term growth and career progression. 
Gain valuable mentorship and professional development opportunities. 
 
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
Location(s):  Edmonton

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.
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:

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.
University Degree 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.
 
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.