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, Investors Group 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, Investors Group 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.
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.
IG Wealth Management is currently accepting applications for the position of District Vice-President (Wholesaler) in Montreal (QC), reporting to the VP, Head of National Sales.
The successful candidate's primary responsibilities will include but not limited to:
Service IG Wealth Management Advisors in B.C and Southern Alberta, Canada, focusing on generating sales from new and existing Advisors
Conducting ongoing office sales calls to ensure continued support for IG Wealth Management products
Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts
Preparing and conducting sales and training presentations on subjects including new and existing IG Wealth Management products, market position, and economic and market outlook as it pertains to IG Wealth Management products and subadvisors
Providing feedback on the concerns and needs expressed by Advisors and sharing sales and product ideas with the sales team
Working with the Business Development Manager (Internal Wholesaler) to maximize sales potential by delegating projects and coordinating workload with them
Manage territory expenses appropriately, to ensure the territory's budget is on target. This includes co-op, travel, promotional items, and entertainment
Requires frequent travel
The following qualifications will assist the successful candidate in carrying out these responsibilities:
Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
Superior ability to establish, build, and maintain strong relationships
Well-developed presentation skills
Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions
Team Player who works cooperatively with the Sales, Product and Marketing teams and other areas to meet our customers' needs
Excellent knowledge of Industry products/services and our distribution channels
Thorough knowledge of the securities industry and the stock and bond markets
Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset
Attitudes:
Driven and high energy
Solution oriented
Coachable - Asks for feedback and acts on it
Puts team first
Creative
Curious and questions
Adaptable to change
Sets aggressive goals and targets
Innovates
Confident yet humble
Resilient
Shares ideas
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
: competitive health and dental coverage, flexible plan for you and your family
R
ETIREMENT SAVINGS PROGRAMS
: voluntary Defined Contribution Pension Plan
INSURANCE
: employer sponsored short-term and long-term disability.
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).
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
https://www.ig.ca/en/careers
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
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