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Company: IG Wealth Management

Location: Toronto, ON

Job description: Advisor, IG Wealth Management, Corporate Channel

Location(s): Toronto/GTA

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, Mackenzie Investments and Investment Planning Counsel.

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 centre.

You will join a team that 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.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual Fund Dealer or Investment Dealer Licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary:

This position requires the successful candidate to be Investment Dealer Licensed.

Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.

Responsibilities:

• Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management, and estate planning.
• Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
• Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
• Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
• Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
• Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

• Investment Dealer Licensed (Registered Representative)
• 3+ years of client facing financial planning experience
• Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
• University Degree in a relevant field
• LLQP and Provincial Licensing exam passed for Insurance required.
• Proficiency in the use of digital tools, including CRM and Financial Planning software
• Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

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.
IGM Financial Inc. is a leading wealth and asset management company in Canada, offering financial planning and investment management services. The company operates through a multi-channel distribution strategy, with IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel. IG Wealth Management is committed to inspiring financial confidence and offers a hybrid work environment. The company values diversity and inclusion and encourages applications from all qualified candidates. IG Wealth Management is seeking Investment Dealer Licensed advisors for its Corporate Channel to provide holistic financial planning and advice to clients. The ideal candidate will have client-facing financial planning experience, strong relationship and sales skills, and relevant licensing and certifications. The company offers a competitive compensation package and opportunities for professional and personal growth.
Sales & Marketing Director

Our client is a well-established residential building services company. An excellent opportunity has arisen to join the business as Sales and Marketing Director. You will be based in Cardiff and reporting to the CEO your team will include a field-based sales team and internal marketing personnel.

Key Responsibilities

Develop sales strategies and objectives in line with company goals
Work with the CEO and board members to develop and implement both short and long-term business plans
Set and achieve annual sales targets
Develop and maintain relationships with key clients
With the marketing team, develop and deliver campaigns to grow the customer base
Manage and mentor your team to achieve their potential
Take a lead on new business development
Continuous market analysis focusing on new trends and competitor knowledge
Requirements

Successful track record in a senior sales/ marketing capacity in the residential construction/ building services sector (essential)
Strong leadership skills
Excellent business and strategic management skills
Excellent understanding of digital marketing techniques
Driving licence and willingness to travel extensively
Best-in-class communication and negotiation skills
Advanced analytical and critical thinking skills
A degree or equivalent in business and marketing (desirable)
The salary and benefits package for this role is highly competitive and is reflective of your proven experience.

To be considered for this role, please forward your CV to Hannah McMillan at McMillan or for more information contact Hannah on 01330 381240.

Expected salary:

Job date: Sat, 06 Jan 2024 23:28:40 GMT