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 Sr. Manager, Financing Solutions is responsible for coaching and engaging Advisors and Private Wealth Management teams to help achieve sales targets for mortgage, banking and financing products. This includes providing credit expertise for high-net-worth (HNW) and /or complex client scenarios 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 Advisors are successful in selling all mortgage, banking and financing products.

Responsibilities:

Coaching and Engaging IG Advisors

Coach Advisors & their teams on the IG mortgage and banking product and service offering to help achieve sales targets; engage Advisors based on the HNW, private wealth management (PWM) and Private Wealth Planning Experience pipeline.

Private Wealth Planning Experience (PWPE): Provide credit expertise to IG Consultants for high-net-worth (HNW) and/or complex client scenarios as part of the holistic financial planning process in collaboration with other subject matter experts from the IG Advanced Financial Planning Team

Provide guidance to Advisors on adhering to IG Wealth Management policies and compliance

Understand and analyze results of the credit guidance and expertise provided to Advisors and their clients; suggest and action areas of improvement

Collaboration & Relationship Management with Internal & External Stakeholders

Build strong relationships with IG Advisors and clients (where applicable); actively speak and engage with Advisors at Regional Office events and clients at market client events (i.e., speak to mortgage, banking and financing solutions for HNW clients)

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

Requirements:

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

Strong knowledge of private banking, and personal and commercial lending

Comprehensive knowledge of product and service offerings and salesforce

Strong Knowledge of the entire financial planning and credit discipline (tax, corporate structure, complex planning solutions, etc.)

Excellent presentation and communication skills, both written and verbal

Excellent training and coaching skills

Strong business development and relationship management skills

Strong customer service attitude with good people skills

Strong decision-making and critical thinking skills

Qualifications:

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

5+ 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