Description

 

Division:  IG-Stgy&AdvCX

Location: 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, 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:

The Manager, Practice Technology will conduct training for and provide front line assistance to Advisors and their teams on Digital Advisor Platform applications, with the primary goal of enhancing practice productivity through effective usage and adoption.

 

Responsibilities:

Lead regular region training sessions on Digital Advisor Platform applications 

  • Present on-site training for region meetings  
  • Present on-site and virtual training for small groups 
  • Provide regular updates on new features and enhancements to the Digital Advisor Platform  
  • Promote the use of self-guided training materials 
  • Provide direction on problem resolution and escalation channels 

 

Provide deskside coaching for teams on Digital Advisor Platform applications 

  • Deliver individual coaching to IG Private Wealth Management teams 
  • Deliver small group coaching to IG Wealth Management teams 
  • Record and track coaching activities 

 

Train and support new advisor, associate, and assistant hires on Digital Advisor Platform applications 

  • Deliver onboarding training for Digital Advisor Platform applications 

 

Provide input to Digital Advisor Platform applications teams 

  • Aid in new feature and enhancement ideation and prioritization 
  • Aid in post-implementation verification testing 

 

Aid in development of Digital Advisor Platform application training materials 

  • Collaborate with leadership and IG University to create job aids, training modules, and presentations in support of Digital Advisor Platform application adoption

 

Requirements:

  • 3-5 years of experience in the financial services industry 
  • Post secondary degree  
  • Performance-driven high achiever with strong performance coaching and presentation excellence  
  • Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce)  
  • Proficiency in one or more applications in the Digital Advisor Platform and general aptitude for digital applications 
  • Excellent presentation and communication skills, both written and verbal 
  • Bi-lingual in French and English (in Quebec)  

 

*Digital Advisor Platform applications include Advisor Portal (Salesforce), Tableau, Online Access (Client Portal), Digital Forms (Salesforce/DocuSign), Transact, Living Plan Portal (Conquest Planning), Investment Portal (CapIntel), interVal, Life Design Analysis, nesto, MS Teams, MS Bookings, IG University Campus (SAP Success Factors), social selling applications, plus other applications added to the DAP in future. (Note: LPP training will be limited to non-planning support, including LPP plan setup and report generation). 

 

The expected annual base salary range (prorated for the term) for this role is $73,500 – $95,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

 
 

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).  

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 January 9, 2026.

 

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