Job Description

Division: IG-SaleDist
Location: Alberta
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba's Top Employers, Canada's Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
DEPARTMENT SUMMARY: IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally.
POSITION SUMMARY: The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.
DUTIES INCLUDE:

• Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities
• Provide financial planning advice - assist with estate planning, debt management, insurance and mortgage.
• Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions.
• Manage escalations - review each issue with consideration, collaborate with other business units, initiate appropriate action to betaken to resolve any issues in a timely and efficient manner.
• Contribute to departmental initiatives - participate in growth of our share of wallet and implementation of IG Wealth Connect strategies.
• Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
• Ensure procedural, regulatory, compliance and departmental policies are followed.
• Identify opportunities for business and process improvements and implement changes as developed by management team.

QUALIFICATIONS:

• Ability to multi-task in an extremely diverse fast-paced environment.
• Solution oriented, an excellent problem solver with proficiency in financial planning.
• Performance-driven high achiever with great sales skills.
• Mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
• Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset.
• Bilingualism French and English is an asset.
• Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
• Minimum of 4 years experience in the financial services industry.
• Practical experience with a CRM and the Office Suite.

Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
The expected annual base salary range for this role is $52 500 - $ 72 500, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.
IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada - including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
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Skills Required