Corporate Strategist – Rotolo Consultants Inc – Orlando, FL

Company: Rotolo Consultants Inc

Location: Orlando, FL

Expected salary: $70000 – 75000 per year

Job date: Fri, 04 Apr 2025 22:21:19 GMT

Job description: Turnovers play a crucial role in the sales and marketing department of a business. They are responsible for converting leads into actual sales by delivering persuasive pitches and presentations to potential clients.

Key skills and qualifications for this job include excellent communication and interpersonal skills, strong negotiation abilities, a solid understanding of marketing principles, and the ability to analyze market trends and customer needs. A bachelor’s degree in business administration, marketing, or sales is typically required for this role. Experienced turnovers who are able to meet sales targets and drive revenue growth are highly valued in the business world.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Mississauga) – Mississauga, ON

Company: IG Wealth Management

Location: Mississauga, ON

Expected salary:

Job date: Fri, 04 Apr 2025 07:15:04 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): MississaugaIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities 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 Mutual fund 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:

  • Mutual fund licensed
  • 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 or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • 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
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • 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/careersWe 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.

Corporate Marketing Executive – Taylor & Francis – Milton, NS

Company: Taylor & Francis

Location: Milton, NS

Expected salary:

Job date: Wed, 09 Apr 2025 22:35:37 GMT

Job description: full range of evidence-based digital marketing activities to maximize revenue and customer retention for products… effective marketing campaign plan briefs for digital delivery teams which are specific and detailed. Have a collaborative…

This content discusses the importance of evidence-based digital marketing activities in maximizing revenue and customer retention for products. It emphasizes the need for creating effective marketing campaign plans that are specific and detailed, tailored for digital delivery teams to work collaboratively.

Title: Marketing Coordinator

Location: Vancouver, BC

Salary: $50,000 – $60,000 per year

Job Description:

Our growing marketing firm is seeking a motivated and detail-oriented Marketing Coordinator to support various marketing activities and campaigns. The successful candidate will play a key role in assisting with the implementation and execution of marketing strategies across multiple channels.

Responsibilities:
– Assist in the development and execution of marketing campaigns
– Coordinate marketing activities, including events, promotions, and advertising
– Manage social media channels and create engaging content
– Analyze and report on marketing performance metrics
– Conduct market research and competitor analysis
– Support the marketing team in various projects and initiatives

Qualifications:
– Bachelor’s degree in Marketing, Communications, or related field
– 2+ years of experience in marketing or related roles
– Proficiency in MS Office and marketing software tools
– Strong organizational and time management skills
– Excellent communication and interpersonal skills
– Ability to work independently and prioritize tasks effectively

If you are a creative and driven individual with a passion for marketing, we encourage you to apply for this exciting opportunity to join our dynamic team.

Corporate Marketing Executive – Informa – United Kingdom – Milton, NS

Company: Informa

Location: United Kingdom – Milton, NS

Expected salary:

Job date: Thu, 10 Apr 2025 04:48:26 GMT

Job description: full range of evidence-based digital marketing activities to maximize revenue and customer retention for products… effective marketing campaign plan briefs for digital delivery teams which are specific and detailed. Have a collaborative…

The content discusses the importance of utilizing evidence-based digital marketing activities to increase revenue and customer retention for products. It emphasizes the need for creating specific and detailed marketing campaign briefs for digital delivery teams to ensure effectiveness. Collaboration is also highlighted as a key factor in achieving successful marketing campaigns.

Job Description

We are currently seeking a highly motivated and experienced Marketing Director to join our team. The ideal candidate will have a proven track record of developing and executing marketing strategies that drive results and increase brand awareness.

Key responsibilities:
– Develop and implement comprehensive marketing plans and strategies to achieve sales goals
– Manage all marketing activities, including advertising, promotions, and public relations
– Oversee the creation of marketing materials, including brochures, social media content, and email campaigns
– Analyze market trends and competitor activity to identify opportunities for growth
– Collaborate with sales team to develop targeted marketing campaigns that drive lead generation and revenue
– Monitor and report on the performance of marketing initiatives, using data to make informed decisions
– Stay up-to-date on industry best practices and trends to ensure our marketing efforts remain competitive

Qualifications:
– Bachelor’s degree in Marketing, Business, or related field
– 5+ years of experience in marketing, with a proven track record of success
– Strong analytical and problem-solving skills
– Excellent communication and negotiation abilities
– Ability to work well under pressure and meet tight deadlines
– Proficiency in Microsoft Office and marketing software tools

If you are a creative and strategic thinker with a passion for marketing, we want to hear from you. Apply now to join our dynamic team and help drive our business to new heights.

Compass Group – Corporate Executive Chef (Sports, Leisure and Entertainment) – Toronto, ON

Company: Compass Group

Location: Toronto, ON

Expected salary:

Job date: Fri, 04 Apr 2025 03:13:24 GMT

Job description: You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global… find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues, remote camps…

Celestica – Senior Manager, Corporate Strategy – Toronto, ON

Company: Celestica

Location: Toronto, ON

Expected salary:

Job date: Sat, 05 Apr 2025 00:32:03 GMT

Job description: Req ID: 125936
Remote Position: No
Region: Americas
Country: Canada
State/Province: Ontario
City: TorontoSummaryThe Corporate Strategy team works with the Executive Leadership Team (ELT) and other senior leaders across the company to shape Celestica’s strategic direction and deliver profitable growth. This team is responsible for managing the company’s strategic planning process, assessing market opportunities and threats, recommending and prioritizing actionable growth strategies and investments, defining and executing business transformations, and supporting mergers and acquisitions that advance the company’s strategic objectives.Primary Roles & Responsibilities

  • Support development, management, and execution of strategic initiatives for business unit as well as functions including manufacturing, supply chain, procurement, quality, HR and IT
  • Analyze potential corporate portfolio scenarios including business divestitures and acquisitions
  • Conduct ongoing assessments of industry and competitive landscape
  • Create complex financial models to simulate portfolio-level scenarios
  • Build strong partnerships within the business and collaborate with segment and/ or functional leaders to drive greater efficiency, effectiveness, and capability
  • Lead special initiatives as requested by the ELT in support of the strategic vision
  • Own the corporate strategy operating model, including learning and development, as well as performance management
  • Manage intern hiring, onboarding, and development
  • Support development of executive-level communications at all levels of the company, including the Board of Directors

Desired Qualifications

  • Minimum 8 years of experience, with three or more years in top-tier management consulting, investment banking, or corporate strategy
  • Bachelor’s degree in an analytical field, such as engineering, economics, finance or business; MBA strongly preferred
  • Experience in at least one of Celestica’s end markets (aerospace and defense, capital equipment, medical technology, industrials, smart energy, cloud, networking, communications)
  • Experience leading project teams of cross functional leaders as well as managing and developing a team of junior resources
  • Skilled at influencing and communicating with a diverse set of functions and audiences
  • Ability to create complex financial models to simulate portfolio-level scenarios
  • Relentless focus on driving tangible impact to the corporation

LocationTorontoCelestica is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on any protected status (including race, religion, national origin, gender, sexual orientation, age, marital status, veteran or disability status or other characteristics protected by law).
At Celestica we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. Special arrangements can be made for candidates who need it throughout the hiring process. Please indicate your needs and we will work with you to meet them.COMPANY OVERVIEW:
Celestica (NYSE, TSX: CLS) enables the world’s best brands. Through our recognized customer-centric approach, we partner with leading companies in Aerospace and Defense, Communications, Enterprise, HealthTech, Industrial, Capital Equipment and Energy to deliver solutions for their most complex challenges. As a leader in design, manufacturing, hardware platform and supply chain solutions, Celestica brings global expertise and insight at every stage of product development – from drawing board to full-scale production and after-market services for products from advanced medical devices, to highly engineered aviation systems, to next-generation hardware platform solutions for the Cloud.Headquartered in Toronto, with talented teams spanning 40+ locations in 13 countries across the Americas, Europe and Asia, we imagine, develop and deliver a better future with our customers.Celestica would like to thank all applicants, however, only qualified applicants will be contacted.Celestica does not accept unsolicited resumes from recruitment agencies or fee based recruitment services.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sat, 05 Apr 2025 22:03:06 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities 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 Mutual fund 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:

  • Mutual fund licensed
  • 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 or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • 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
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • 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/careersWe 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.

Verve – IT Administrator – Corporate – North York, ON

Company: Verve

Location: North York, ON

Expected salary:

Job date: Sun, 06 Apr 2025 03:19:33 GMT

Job description: Come join us and help make a difference in the lives of older adults! As employees at a Verve Senior Living Retirement Residence, our primary goal is to help each person, have a great day, every day! Our employees thrive on collaboration and have a passion for excellence, achieving multiple awards including the Order of Excellence in Quality, from Excellence Canada. As part of our team, the things you do are key to helping us achieve our shared vision of helping seniors live longer, better. Oh, and you’ll also have a lot of fun doing it. Want to join us?ROLE OVERVIEW:The IT Administrator applies technical and operational knowledge to deliver effective IT Services that meet the day to day needs of Diversicare Canada Management Services Co., Inc (30 Retirement homes, 1 Head office and 1 Regional Office) and DCMS Realty.The IT Administrator provides Microsoft cloud services, WIFI, network/firewall and desktop troubleshooting and special projects roll out. He/she works closely with other Information Technology team members that set implementation procedures and standards.The IT Administrator travels extensively to perform onsite support when needed, roll out activities, site surveys, document business requirements from business representatives, vendors, as appropriate and status reporting as determined by the Project Team. He/She also works closely with the outsourced remote Helpdesk as an escalation point for onsite break/fix type issues.Reporting to the National Director of Information Technology, you will work with Project Team for implementations/roll outs, documentation and post roll out support.QUALIFICATIONS:

  • College or University graduate or 5 years hands-on working experience in a related technology discipline
  • Experience working with a ticketing systems
  • Experience administering Microsoft 365 Admin centers (Security, Compliance, Intune, Exchange, SharePoint, Teams, etc)
  • Strategic thinker
  • Problem-solver
  • Strong organization and time management skills
  • Ability to work under pressure with tight deadlines and produce results
  • Ability to work independently and in a team environment
  • Ability to learn new technologies on the fly
  • Excellent interpersonal and communication abilities (written/verbal)
  • High attention to detail with an eye for accuracy
  • Able to conduct research and analyzes of technology

KEY RESPONSIBILITIES:

  • Knowledge and understanding of Microsoft 365 (SharePoint, Outlook/OWA, Teams, OneDrive)
  • Proficient in handling PowerShell scripting and process automation.
  • Knowledge of Microsoft Azure Security center (MFA, Conditional access, Compliance and Identity)
  • Knowledge of Microsoft Defender
  • Proficient in administrative tasks in Microsoft InTune (mobile device management)
  • Perform installation, configuration, patching, troubleshooting, moves, and decommissioning of PCs.
  • Cybersecurity best practices and training
  • Track and maintain IT asset inventory as required
  • Perform administration tasks on Meraki firewalls, routers, switches, WIFI, Cameras, etc.
  • Ensuring operational effectiveness through end user adoption/training of new technologies
  • Troubleshoot IT issues reported by users, including password and account resets and troubleshooting network/internet connectivity
  • Maintain technical documentation for systems
  • Adheres to change control procedures
  • Participate in a on-call rotation and respond to outages related to systems
  • Willingness to travel within the GTA to remote sites extensively (up to 80%)
  • Some travel across Canada will be required

General

  • Complies with the Occupational Health and Safety Act, Workplace Safety and Insurance Act, and Workplace Hazardous Material Information System. This includes recognizing health and safety hazards, reporting incidents, fulfilling responsibilities under the applicable legislation, as well as participating in in-services and fire drills.
  • Complies with all corporate policies and procedures.
  • Completes all required mandatory training/education.
  • Other duties as assigned

All offers of employment are subject to a Criminal Background Check. We thank all those who apply; however only candidates under consideration will be contacted.Verve Senior Living is an inclusive, equitable and accessible workplace. We are dedicated to building a team that reflects the diversity of the residents and communities in which we live and serve. If you require accommodation for any portion of the recruitment and hiring process, please let us know.

Mackenzie Financial Corporation – Fall Intern, Corporate Solutions Technology, Process Automation – Toronto, ON

Company: Mackenzie Financial Corporation

Location: Toronto, ON

Expected salary:

Job date: Mon, 07 Apr 2025 02:58:15 GMT

Job description: Job Description:Location: TorontoIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with Confidence.We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. 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 also providing resources to ensure physical and mental wellness were put front and centre.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.Mackenzie Investments 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.Position:We are currently hiring an intern looking for a fall term position September to December 2025 in our Toronto Office. Candidates in an undergraduate program that will be returning to school after their internship are eligible to apply.The Corporate Solutions Technology team at IGM is a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. The Corporate Solutions Technology Team deliver solutions for several business areas including Client Services, Finance, Human Resources, Consultant Administration, Investment Management, and Fund Services.As a Systems Analyst Intern, you will work with the members of our teams and will have an opportunity to contribute to the delivery of technology solutions for our business partners.Responsibilities:

  • Gain both business and technical knowledge, that is required to compete assigned tasks and define/implement solutions that meet business requirements
  • Investigate system issues to help determine the cause and solution options
  • Liaises with business stakeholders to understand their business objectives and solution requirements
  • Collaborate with other technology team members to understand problems and formulate solutions
  • Author system documentation to support solution development, and testing
  • Author instructional documentation to improve the team’s internal processes
  • Hands-on configuration of systems may be required

Requirements:

  • Enrolled in a business or technology post-secondary program
  • Ability to work independently and within a team environment
  • Ability to analyze, investigate and solve problems
  • Ability to analyze and interpret data
  • Capability to establish and maintain effective partnerships and relationships
  • Excellent communication skills (oral, written, presentation)
  • Positive attitude, keeping a constant watch on how to do things better
  • Adaptability and a willingness to take on new challenges
  • Knowledge of tools and technologies (e.g. Microsoft Office Suite)

To apply, please include a cover letter, resume and transcripts (full unofficial version) by May 4, 2025, at 11:59 pm EST.Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careersWe thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.Mackenzie Investments 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.#LI-JS2#LI-Hybrid

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sun, 06 Apr 2025 05:42:19 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities 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 Mutual fund 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:

  • Mutual fund licensed
  • 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 or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • 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
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • 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/careersWe 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.