Reverse Mortgage Originator Development Program – Mutual of Omaha Mortgage – Orlando, FL

Company: Mutual of Omaha Mortgage

Location: Orlando, FL

Expected salary: $150000 per year

Job date: Sat, 26 Apr 2025 01:09:47 GMT

Job description:

Job Description: Brand Recognition Leader

Company Overview:
Join a prestigious Fortune® 300 organization, established in 1909, renowned for its world-class sales, marketing, and operations. We are committed to innovation and excellence, continually setting industry standards and driving brand recognition.

Position Overview:
We are seeking a dynamic Brand Recognition Leader to elevate our brand’s visibility and reputation in a competitive marketplace. This role will require a strategic thinker with a proven track record in marketing and brand management. As a leader in this domain, you will collaborate with cross-functional teams to develop and execute initiatives that enhance our brand identity and market positioning.

Key Responsibilities:

  • Strategic Planning: Develop and implement comprehensive brand recognition strategies aligned with organizational goals.
  • Market Analysis: Conduct thorough market research to identify trends, customer needs, and competitive landscape.
  • Campaign Development: Design innovative marketing campaigns that effectively communicate our brand values and resonate with target audiences.
  • Collaboration: Work closely with sales, operations, and other departments to ensure cohesive branding across all platforms.
  • Performance Metrics: Establish and monitor key performance indicators (KPIs) to assess the effectiveness of branding initiatives.
  • Stakeholder Engagement: Build relationships with internal and external stakeholders to foster brand advocacy.

Qualifications:

  • Bachelor’s degree in Marketing, Business, or related field; MBA preferred.
  • 7+ years of experience in brand management, marketing, or related areas.
  • Proven ability to develop and execute successful marketing strategies.
  • Strong analytical skills with a data-driven approach to decision-making.
  • Excellent communication and leadership skills.

Why Join Us?
Be part of a legacy company that values innovation and excellence. We offer competitive pay, comprehensive benefits, and opportunities for professional growth. If you are passionate about transforming brand recognition and making a significant impact, we want to hear from you!

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

Company: IG Wealth Management

Location: Ottawa, ON

Expected salary:

Job date: Fri, 18 Apr 2025 22:43:45 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 3Location(s): OttawaIGM 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.
  • Bilingualism (French-English) is required
  • Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

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.

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

Company: IG Wealth Management

Location: Ottawa, ON

Expected salary:

Job date: Sat, 19 Apr 2025 03:26:01 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 3Location(s): OttawaIGM 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.
  • Bilingualism (French-English) is required
  • Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

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.

Liberty Mutual Canada – Customer Experience Manager – Toronto, ON

Company: Liberty Mutual Canada

Location: Toronto, ON

Expected salary: $95000 – 115000 per year

Job date: Wed, 09 Apr 2025 22:21:29 GMT

Job description: Department: Cyber Office of UnderwritingLocation: Toronto, Calgary or VancouverReports to: Director, Cyber Risk EngineeringCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North American and/or multinational risks. Liberty Mutual Canada has over 250 employees and services its clients coast-to-coast from our regional offices in Vancouver, Calgary, Edmonton, Toronto, Montreal and Halifax.At Liberty Mutual Canada, diversity is about all of us. Our promise to you is a culture that is collaborative, rewarding and empowering. We are committed to attracting and retaining employees across all dimensions of diversity and believe that recognizing, appreciating, and applying the unique insights, perspectives and backgrounds of each person cultivates an atmosphere of trust and respect. Diversity, Equity & Inclusion (DEI) is how we do business, and we’ll continue to invest in it to create a stronger global organization.If you are unsure whether or not your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that we can add to our team!Our core values guide all of our decision-making and come to life through our benefits and employee programs. We offer:– A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance– Competitive health & dental benefits plan– Market-leading pension plan– Competitive time off policy– External education & tuition reimbursement programs– Employee & Family Assistance Programs– An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusionThe Opportunity:Would you be interested in helping bring a large, complex technical workflow together? We, the Global Risk Solutions (GRS) Cyber Office of Underwriting (OOU), are looking for someone with experience overseeing the building of technical workflows from customer to close. You’ll do this bringing people together (customers, underwriting, information technology, data science, and project management to name a few). Come join a stable, supportive organization that knows progress happens when people feel secure!Duties and Responsibilities:

  • We need you to help prioritize what to build when to achieve our strategic goals, monitor the ongoing status of those priorities at the development level (think Jira), identify when corrective action is needed, and coordinate that corrective action.
  • As an advocate of the customer, identifies, designs and communicates areas of improvements to the customer experience, whether directly or indirectly, to ultimately enhance and continuously improve products and services to customers.
  • May lead cross-functional project teams for highly visible and/or highly complex initiatives, representing the customer perspective.
  • Provides recommendations, presents, and influences actionable plans to address gaps in the customer experience, significantly impacting a large or complex operation or multiple functions.
  • Mentors more junior team members and may direct work of others.
  • Conducts the analysis and design of customer journey points or programs, impacting a large or complex operation and/or multiple functions, and implements changes between the way the company interacts with the customer, whether directly or indirectly, to enhance the customer experience.
  • Champions the customer experience, utilizing advanced methodologies to conduct primary and secondary research to uncover customer experience data points that influence and support customer-centric principles.
  • Determines and defines targeted areas for improvement and leverages advanced tools/practices to solve business needs.
  • Collaborates with internal/external customers to articulate and translate the vision of the customer experience for a targeted customer journey point(s) or program(s).
  • As applicable, measures key performance indicators (KPI’s) of customer journey point(s) or program(s).
  • Utilizes deep knowledge of strategic business challenges and most current customer research, journey maps, and playbooks to collect, consolidate, and analyze customer data points to produce metrics and identify areas for continuous improvement that support business goals.
  • Clearly articulates, translates, and presents the vision and strategy to business leaders.
  • Creates and designs content or processes (e.g. letters, playbooks) adhering to customer-centric principles, utilizing current and emerging technologies and standards for the given channel/medium ensuring consistency across the omni-channel customer experience.
  • May direct the work of other team members in the creation of deliverables.
  • Partners with and/or leads cross-functional teams as a customer advocate to integrate customer-centric principles and metrics into decisions on processes, products, and service offerings to improve the overall customer experience.
  • Leads highly visible, sensitive, and/or highly complex initiatives.
  • Actively seeks and incorporates input from internal/external customers, stakeholders, and management into customer experience roadmap while effectively negotiating tradeoffs of conflicting priorities based on value to the business and customer.
  • Works directly or indirectly with frontline employees/management to deliver a superior customer experience.

Skills & Qualifications:This position is considered a range posting for an Associate Director or Director level position based on qualifications.

  • Advanced knowledge of customer experience best practice and theories.
  • Collaborative and demonstrated ability to work with people of diverse backgrounds. Strong oral and written communication skills required, able to depict complex ideas, issues and designs to influence varied audiences.
  • Advanced analytical, project management, writing and presentation skills.
  • Comfortable presenting recommendations to business leaders.
  • Bachelor’s degree in a relevant field with a minimum of 8+ years relevant experience. Advanced degree preferred.

The target annual salary for this role is $95,000 – 115,000. Salary is commensurate with candidate experience.Liberty Mutual Canada is committed to fostering an inclusive, accessible environment where all employees feel valued and supported. We are committed to building a workforce that is representative of the communities we operate in and serve. If you require an accommodation for the recruitment/interview process due to a disability (which may be invisible or visible, temporary or permanent), please let us know and we will work with you to meet your needs.

Financial Advisor – Northwestern Mutual – Orlando, FL

Company: Northwestern Mutual

Location: Orlando, FL

Expected salary: $61000 per year

Job date: Fri, 11 Apr 2025 00:17:28 GMT

Job description: In this role, you will be responsible for accurately calculating and reporting Federal Insurance Contributions Act (FICA) taxes for employees at Northwestern Mutual. You will ensure compliance with federal tax laws and regulations while also providing guidance and support to employees regarding their FICA tax contributions. This role will require attention to detail, strong analytical skills, and a thorough understanding of FICA tax rules and regulations. You will work closely with payroll and HR teams to ensure accurate and timely reporting of FICA taxes and contribute to the overall financial health of the organization. Join our team at Northwestern Mutual and help us navigate the complex world of FICA taxes to ensure our employees are properly accounted for and supported.

Liberty Mutual Canada – Customer Experience Manager – Toronto, ON

Company: Liberty Mutual Canada

Location: Toronto, ON

Expected salary:

Job date: Thu, 10 Apr 2025 05:20:36 GMT

Job description: Job Description:Department: Cyber Office of UnderwritingLocation: Toronto or CalgaryReports to: Director, Cyber Risk EngineeringCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North American and/or multinational risks. Liberty Mutual Canada has over 250 employees and services its clients coast-to-coast from our regional offices in Vancouver, Calgary, Edmonton, Toronto, Montreal and Halifax.At Liberty Mutual Canada, diversity is about all of us. Our promise to you is a culture that is collaborative, rewarding and empowering. We are committed to attracting and retaining employees across all dimensions of diversity and believe that recognizing, appreciating, and applying the unique insights, perspectives and backgrounds of each person cultivates an atmosphere of trust and respect. Diversity, Equity & Inclusion (DEI) is how we do business, and we’ll continue to invest in it to create a stronger global organization.If you are unsure whether or not your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that we can add to our team!Our core values guide all of our decision-making and come to life through our benefits and employee programs. We offer:– A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance– Competitive health & dental benefits plan– Market-leading pension plan– Competitive time off policy– External education & tuition reimbursement programs– Employee & Family Assistance Programs– An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusionThe Opportunity:Would you be interested in helping bring a large, complex technical workflow together? We, the Global Risk Solutions (GRS) Cyber Office of Underwriting (OOU), are looking for someone with experience overseeing the building of technical workflows from customer to close. You’ll do this bringing people together (customers, underwriting, information technology, data science, and project management to name a few). Come join a stable, supportive organization that knows progress happens when people feel secure!Duties and Responsibilities:

  • We need you to help prioritize what to build when to achieve our strategic goals, monitor the ongoing status of those priorities at the development level (think Jira), identify when corrective action is needed, and coordinate that corrective action.
  • As an advocate of the customer, identifies, designs and communicates areas of improvements to the customer experience, whether directly or indirectly, to ultimately enhance and continuously improve products and services to customers.
  • May lead cross-functional project teams for highly visible and/or highly complex initiatives, representing the customer perspective.
  • Provides recommendations, presents, and influences actionable plans to address gaps in the customer experience, significantly impacting a large or complex operation or multiple functions.
  • Mentors more junior team members and may direct work of others.
  • Conducts the analysis and design of customer journey points or programs, impacting a large or complex operation and/or multiple functions, and implements changes between the way the company interacts with the customer, whether directly or indirectly, to enhance the customer experience.
  • Champions the customer experience, utilizing advanced methodologies to conduct primary and secondary research to uncover customer experience data points that influence and support customer-centric principles.
  • Determines and defines targeted areas for improvement and leverages advanced tools/practices to solve business needs.
  • Collaborates with internal/external customers to articulate and translate the vision of the customer experience for a targeted customer journey point(s) or program(s).
  • As applicable, measures key performance indicators (KPI’s) of customer journey point(s) or program(s).
  • Utilizes deep knowledge of strategic business challenges and most current customer research, journey maps, and playbooks to collect, consolidate, and analyze customer data points to produce metrics and identify areas for continuous improvement that support business goals.
  • Clearly articulates, translates, and presents the vision and strategy to business leaders.
  • Creates and designs content or processes (e.g. letters, playbooks) adhering to customer-centric principles, utilizing current and emerging technologies and standards for the given channel/medium ensuring consistency across the omni-channel customer experience.
  • May direct the work of other team members in the creation of deliverables.
  • Partners with and/or leads cross-functional teams as a customer advocate to integrate customer-centric principles and metrics into decisions on processes, products, and service offerings to improve the overall customer experience.
  • Leads highly visible, sensitive, and/or highly complex initiatives.
  • Actively seeks and incorporates input from internal/external customers, stakeholders, and management into customer experience roadmap while effectively negotiating tradeoffs of conflicting priorities based on value to the business and customer.
  • Works directly or indirectly with frontline employees/management to deliver a superior customer experience.

Skills & Qualifications:This position is considered a range posting for an Associate Director or Director level position based on qualifications.

  • Advanced knowledge of customer experience best practice and theories.
  • Collaborative and demonstrated ability to work with people of diverse backgrounds. Strong oral and written communication skills required, able to depict complex ideas, issues and designs to influence varied audiences.
  • Advanced analytical, project management, writing and presentation skills.
  • Comfortable presenting recommendations to business leaders.
  • Bachelor’s degree in a relevant field with a minimum of 8+ years relevant experience. Advanced degree preferred.

Liberty Mutual Canada is committed to fostering an inclusive, accessible environment where all employees feel valued and supported. We are committed to building a workforce that is representative of the communities we operate in and serve. If you require an accommodation for the recruitment/interview process due to a disability (which may be invisible or visible, temporary or permanent), please let us know and we will work with you to meet your needs.

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: Thu, 03 Apr 2025 22:20:58 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.

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.

Financial Advisor – Northwestern Mutual – Orlando, FL

Company: Northwestern Mutual

Location: Orlando, FL

Expected salary: $61000 per year

Job date: Sat, 05 Apr 2025 06:41:57 GMT

Job description: The role of FICA tax specialist at Northwestern Mutual involves ensuring compliance with Federal Insurance Contributions Act regulations for both employees and employers. This includes accurately calculating and withholding Social Security and Medicare taxes, as well as ensuring accurate reporting and filing of taxes. The specialist will also collaborate with other departments to ensure accurate record-keeping and payroll processing. Strong attention to detail, knowledge of tax laws, and excellent communication skills are essential for success in this role.

Financial Advisor – Northwestern Mutual – Orlando, FL

Company: Northwestern Mutual

Location: Orlando, FL

Expected salary: $61000 per year

Job date: Sat, 05 Apr 2025 06:45:10 GMT

Job description: As a FICA Tax Specialist at Northwestern Mutual, you will be responsible for ensuring compliance with the Federal Insurance Contributions Act (FICA) tax regulations. This role involves analyzing employee payroll data, calculating FICA tax liabilities, and making timely payments to the appropriate government agencies. You will also be responsible for reconciling FICA tax records, preparing reports, and responding to any inquiries or audits related to FICA taxes. The ideal candidate for this position will have a strong understanding of FICA tax laws, excellent attention to detail, and the ability to maintain confidentiality with sensitive financial information. Join our team at Northwestern Mutual and help us navigate the complex world of FICA taxes to ensure accurate and timely compliance for our organization.