Description

 

Division: IG Insurance Mortgage & Banking

Location: Ontario

 

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. 

 

The Role:

The Regional Estate & Insurance Specialist (REIS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the REIS designs and implements advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection. Competitive base salary and benefits are offered, as well as performance-based compensation.

The REIS uses their expertise in insurance and estate planning to optimize clients’ financial plans. They will use leading financial planning software to translate abstract notions into concrete terms. Through a proactive approach, the REIS will identify opportunities to partner with advisors and clients. 

 

Responsibilities:

  • Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients
  • Identify clients and insurance opportunities together with the consultant.
  • Develop proposal, model in our proprietary financial planning software, and present the solution to the client.
  • Actively speak and engage consultants at RO events and clients at marketing events.
  • Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.
  • Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.
  • Collaborate with Head Office on insurance and estate planning initiatives to the field.

 

Requirements:

  • Strong leadership, sales and relationship building skills and ability to execute on your own business plan.
  • Knowledge and understanding of industry conditions and trends, and competitor products and pricing.
  • Expert knowledge of insurance & estate planning principles, financial services, and tax laws.
  • Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.
  • Strong customer service attitude with good interpersonal skills
  • Ability to work independently and in a team environment in both French and English.
  • Well-developed negotiation and influencing skills.
  • Strong decision-making and problem-solving skills
  • Holds applicable provincial licenses.

 

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 February 4, 2026.

 

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