Description

 

 

Division:  IG-InvSol

 

Location: Toronto

 

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 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 
  • 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 

 

 

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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