Job Description

Location: Calgary, Winnipeg, Toronto

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.

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 centre.

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.

Position

The Manager, Financing Solutions is responsible for coaching and engaging IG Advisors within the Corporate and Pooled channels to help achieve sales targets for mortgage and banking products. This includes providing individual and Regional Office-level guidance on how to raise credit within the financial planning conversation and providing guidance on IG Wealth Management policies and compliance. This individual will be responsible for working collaboratively and managing relationships with internal (i.e., Regional VPs) and external (i.e., vendors/partners) stakeholders to ensure Corporate and Pooled channel Advisors are successful in selling all mortgage, banking and financing products.

Responsibilities:

Educating and Engaging IG Advisors

Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets

Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual case support; adhering to IG Wealth Management policies and compliance

Understand and analyze results of the guidance provided to Advisors and action areas of improvement

Collaboration & Relationship Management with Internal & External Stakeholders

Build strong relationships with IG Advisors and clients; actively speak and engage with Advisors at Regional Office events and clients at area market events

Build and maintain relationships with Regional VPs, and Private Wealth Management AVPs within region; provide updates, business unit briefings, and collect feedback

Provide input and collaborate on training requirements for Advisors, where applicable

Work with external stakeholders (vendors, partners) to align on product information/training and external data and tools

Collaborate with IG Wealth Management financial planning experts to ensure financing solutions are aligned with all aspects of the clients\' financial plan

Requirements:

Expert knowledge of the financial services industry, specializing in mortgage and banking (i.e., conditions, trends, competitors, etc.)

Strong knowledge of banking, and personal and commercial lending

Knowledge of private banking

Comprehensive knowledge of product and service offerings and salesforce

Excellent presentation and communication skills, both written and verbal

Excellent training and coaching skills

Strong business development and relationship management skills

Excellent client experience attitude with strong people skills

Strong decision-making and critical thinking skills

Qualifications:

Bachelor\'s Degree / Post-Secondary Education. Commerce or Business Admin, is preferred

3 + years of experience in in the mortgage and banking industry with experience in a sales or business development role

CFP or QAFP are considered a strong asset

CIM, FMA, CFA, FCSI designations are an asset

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 December 26, 2023.

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IG Wealth Management