Description

 

 

Division: IG-InvSol 

 

Location: Toronto, Calgary or Vancouver

 

 

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.

 

IG Wealth Management is currently accepting applications for the position of District Vice-President (Wholesaler) in Montreal (QC), reporting to the VP, Head of National Sales.

 

The successful candidate’s primary responsibilities will include but not limited to:

• Service IG Wealth Management Advisors in B.C and Southern Alberta, Canada, focusing on generating sales from new and existing Advisors

• Conducting ongoing office sales calls to ensure continued support for IG Wealth Management products

• Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts

• Preparing and conducting sales and training presentations on subjects including new and existing IG Wealth Management products, market position, and economic and market outlook as it pertains to IG Wealth Management products and subadvisors

• Providing feedback on the concerns and needs expressed by Advisors and sharing sales and product ideas with the sales team

• Working with the Business Development Manager (Internal Wholesaler) to maximize sales potential by delegating projects and coordinating workload with them

• Manage territory expenses appropriately, to ensure the territory’s budget is on target. This includes co-op, travel, promotional items, and entertainment

• Requires frequent travel

 

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences

• Superior ability to establish, build, and maintain strong relationships

• Well-developed presentation skills

• Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions

• Team Player who works cooperatively with the Sales, Product and Marketing teams and other areas to meet our customers’ needs

• Excellent knowledge of Industry products/services and our distribution channels

• Thorough knowledge of the securities industry and the stock and bond markets

• Post-secondary education (business and/or marketing preferred)

• Successful completion of IFIC and/or CSC

• Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset 

 

Attitudes:

  • Driven and high energy
  • Solution oriented
  • Coachable – Asks for feedback and acts on it
  • Puts team first
  • Creative
  • Curious and questions
  • Adaptable to change
  • Sets aggressive goals and targets
  • Innovates
  • Confident yet humble
  • Resilient
  • Shares ideas

 

 

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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