Tag: Wealth

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Thu, 29 Aug 2024 03:25:49 GMT

Job description: Division: IG Investment SolutionsLocation: TorontoIGM 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 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 working remotely, 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.Position Overview:The AVP, Inside Sales and Sales Strategy at IG Investments will oversee the direct activities of the Inside Sales and Associate Teams. This job will support the development and execution of the National Sales strategy, and collaborate with other departments such as Product, Marketing, Events, Technology, Advisor recruiting & onboarding, and Distribution to execute on strategic initiatives. This job will represent Head of National Sales in various internal and external meetings and Advisor presentations across Canada.Responsibilities:LeadershipOversee and direct the daily activities of Inside Sales Representatives including but not limited to: performance management, goal setting, job evaluations, developing and mentor team members, ensure proper sales coverage while managing group culture to ensure a cohesive and motivated team atmosphereProvide leadership, coaching, and development strategies to achieve overall effectiveness of advisor communications and ensures consistent application of the Mackenzie Investments sales processes and tools.Conduct bi-weekly call coaching through side-by-side sessions, preparing summaries and addressing opportunities for improvement as well as identifying level of product knowledge around both internal and competitive offeringsDevelops individualized / customized Inside Sales call scripts and offers advice on selling style approach when needed.Monitors calling activity of assigned Inside Sales Representatives, ensuring high quality Advisor interactions.Liaise with Wholesaling team leads to identify educational and coaching opportunities.StrategySupport the development of the national sales strategy to surpass gross sales and new supporter targetsDevelop campaigns and motivate the team to continue to drive and accelerate sales resultsLeverage data to increase efficiency of the department and teamBe in touch with competitors to evaluate IG’s approach in product distributionWork closely with industry consultants and research teams (Investor economics, Environics) to understand and enhance decision making in IG’s position in the marketplaceCollaborationWork closely with Product and Marketing departments to enhance value add content and collateral for use by Wholesaling team for the benefit of advisors and investorsWork closely with Recruiting and Onboarding teams to ensure enhanced representation of IG Investments and product story with prospects and new recruitsWork with sub-advisors to create a product training program to enhance the product knowledge of the sales teamWork with Technology and digital delivery (i.e. salesforce.com) team to ensure appropriate requirements are provided for the best technology experience for the sales teamWork with the IGM events teams to develop a plan for annual Advisor Roadshows across CanadaPromotion and presentationRepresent Head of Sales in various industry groups and presentations to deliver the IG Investments storyRepresent IG Investments in recruiting and onboarding meetings by presenting the value of IG’s product shelfRepresent Head of Sales at various Roadshows, Regional exchange meetings, Regional advisor events to discuss thought leadership and promote the IG Investments brandRequirements:Education – Post-secondary education in a relevant business discipline or industry certifications (CFA, CIM, CAIA)Experience – Extensive mutual fund industry background, including product knowledge, knowledge of the securities industry and the stock and bond markets and at least five years of management experience in mutual funds, exchange traded funds or related industryJob specific knowledge and skills –Proven leadership, coaching and mentoring skillsCreative thinker with the ability to exercise sound judgment in responding to questions and making decisionsTeam Player who works cooperatively with the Sales and Marketing teams and other areas to meet the needs of the organizationStrong relationship building and interpersonal skillsAbility to multi-task in a diverse and fast-paced organizationStrong written and verbal communication skillsAdditional Requirements – Travel may be required, 4-5 days a week in officePlease 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.Please apply by September 10, 2024.#LI-KN1#LI-Hybrid

IGM Financial Inc. is a leading wealth and asset management company in Canada with approximately $271 billion in assets under management. The company offers financial planning and investment services through IG Wealth Management and Mackenzie Investments. They are focused on providing personalized advice and outcomes for clients. IG Wealth Management is committed to inspiring financial confidence and creating a diverse and inclusive workplace. They are currently hiring an AVP, Inside Sales and Sales Strategy to oversee the Inside Sales and Associate Teams, develop and execute national sales strategy, and collaborate with various departments. The ideal candidate will have extensive mutual fund industry experience, leadership skills, and the ability to work collaboratively. Travel may be required for this position. Applicants can apply through the company’s career page.