Description

 

Division: IG Investment Solutions 

Location: 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 working remotely, 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.

 

IG Wealth Management is currently accepting applications for the position of Business Development Manager (Inside Sales) in Toronto, ON., reporting to the AVP, inside Sales & Strategy. 

 

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

  • Working in collaboration with External Wholesaler and developing an annual business plan, enabled by a monthly strategic plan.  Plan would include business development efforts, segmentation, branch/one on one presentations, conferences, seminars, and road shows 

  • Providing ongoing service to IG Wealth Management Advisors, RVPs, Division Directors regarding capital markets, product performance, portfolio positioning, portfolio manager and sub-advisor updates 

  • Leverage Wealth Planning Specialists, Portfolio Specialist, and Capital Markets & Strategy team to effectively educate, decipher and communicate capital markets updates and conduct in depth portfolio and product analysis 

  • Monitor and record sales activity and feedback within the territory to identify trends and provide suggestions to retain and growth Assets under Management 

  • Maintain accurate records within department systems 

 

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

  • Excellent interpersonal, written, and oral communication skills 

  • Excellent interpersonal, judgment and decision-making skills 

  • Thorough knowledge of securities industry and particularly of the public and private markets and how they relate to Investment Solutions such as, mutual funds, ETFs, OMs, SMAs 

  • Excellent knowledge of IG Wealth Management Solutions and distribution channels 

  • Well developed presentation skills 

  • Excellent time management skills with the ability to schedule time to work on the business 

  • Ability to exercise sound judgment in responding to inquiries and servicing of Advisors 

  • Good knowledge of all Microsoft suite of products and Salesforce 

  • Successful completion of CSC or IFIC.  CIM, CIMA, CFA, CFP are assets but not required 

  • Minimum of 2 years of financial industry experience, preferably at an asset management and/or wealth management firm

  • Limited travel required 

 

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 

 

 

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 February 4, 2025.

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