Description

 

Division: IG-SalesDist

 

Location: Kelowna, BC

 

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. 

 

Founded in 1926, IG Wealth Management 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, IG Wealth Management 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. 

 

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.

 

 

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 & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

  • RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan 

  • 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).  

The expected annual pay range for this position is $85 000 – $130 000, which includes base salary and target variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

 

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.   

 

Please apply before February 26, 2026.

 

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