Job Description

Location: Calgary

Division: IG Insurance Mortgage & Banking

IGM 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, Mackenzie Investments and Investment Planning Counsel.

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. We are proud to be recognized among Canada\'s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

At IG Wealth Management, our vision is to inspire financial confidence.

You will join a team that 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.

Focused on High-Net-Worth clients and complex cases, the Insurance and Estate Planning Specialist (IEPS) will work with IG Wealth Management Consultants to generate life and living benefits sales to meet or exceed the company\'s objective and deliver the business results in alignment with positive client outcomes.

Accountabilities

Manage HNW, Private Wealth Management consultant cases and Private Wealth Planning Experience pipeline.

Actively speak and engage advisors at RO events and clients at marketing client events.

Meet with Private Wealth Management Consultants on a regular basis to ensure client risk protection and estate planning objectives are being met.

Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.

Manage and promote key relationships with our Insurance Partners\' Advanced Sales departments.

Conduct and participate in joint client sales appointments with Consultants.

Collaborate with Head Office on insurance and estate planning initiatives to the field.

Knowledge and Skills

Strong leadership, sales and relationship building skills.

Expert knowledge of insurance & estate planning principles.

In-depth knowledge of financial services and tax laws.

Expert understanding of the insurance industry & trends.

Ability to work independently and in a team environment.

Ability to travel throughout an assigned region using your own means of transportation.

Strong customer service attitude with good interpersonal skills

Highly effective communication skills, both written and verbal

Well-developed negotiation and influencing skills

Strong decision-making and problem-solving skills

Holds Alberta Life and A&S licenses

Staffing and Talent

Reports to Director, Insurance Distribution

Key Relationships

Distribution field members: RVP, Consultants in RO

Investment Solutions: Wealth Planning Specialists Network

Please visit our career page by clicking on the following link: 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.

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 March 17, 2023.

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IG Wealth Management