Summary

None

Description

 

Division: IG Client Experience

Location: Toronto or Winnipeg

 

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.  

 Director, Business Insights

Reporting to the Vice President, Advisor Experience Strategy & Insights, the Director, Business Insights is responsible for understanding IG Wealth Management’s business cycle and being able to present insights to senior leaders on how policies and business practices are impacting results. While the role will drive insights from reporting & dashboards, technical data proficiencies are not a requirement. The role will partner with department heads to understand their reporting & dashboard capabilities and work to enhance the effectiveness of IGWM dashboard reporting to generate greater insights. The incumbent will be responsible for finding innovate ways to combine data, technology, and other methodologies to discover and deliver valuable insights for IG Wealth Management

 

DUTIES INCLUDE:

  • Monitoring and understanding all aspects of IG Wealth Management and the Wealth Management industry including but not limited to the sales cycle, regulatory environment and operations.

  • Lead the transformation of IG Wealth Management Business Insights through a partnership with the various IGWM reporting functions and the IGM Data Office.

  • Identify new areas of opportunity with regards to Business Insights by working with IGWM business leaders and key stakeholders. Determine best approach for utilizing new and existing data and sharing the insights gained. 

  • Deliver data insights to IG Operating Committee & department Heads on key KPIs to drive strategy discussions, achievement of KPIs and management of the Advisor network performance.

  • Participate in IGWM strategic projects and work with project Business Leads to determine how to effectively set & monitor project effectiveness KPIs.

  • Develop trend analysis to inform both long- and short-term business model decisions.

  • Responsible for providing confidential guidance and operational leadership to the Client & Advisor Experience leadership team on financial, business reporting and analytic matters

  • Provide leadership to a team of business analysts responsible for the design, implementation and management of Business insights, dashboards, and analytics.

 

KNOWLEDGE/SKILL REQUIREMENTS

  • 5+ years of experience in the Wealth Management industry

  • Proven success leading a dynamic team of individuals who are responsible understanding the Wealth Management landscape and using dashboards and reporting tools to generate business insights.

  • Responsible for managing the relationship with IGWM reporting functions through all business departments.  

  • Innovative, analytical and creative thinker with demonstrated problem-solving skills.

  • Proven leadership, management and implementation abilities required.

  • CPA, CGA or CMA, CFA or MBA would be considered an asset. 

 

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 August 28, 2024. 

 

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