Job Description

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Career Opportunities: Vice President, Insurance Solutions (12627)

Requisition ID 12627 - Posted - Location (3) - Canada - Province of Job Posting (3) - Career Site (2)

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Location: Toronto, Montr\xc3\xa9al or Winnipeg

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.

About the Division:
The Mortgage, Insurance & Banking business leads the strategic direction of innovative product and service development to provide superior wealth planning, advice, and well-being for affluent Canadians. The team seeks to optimize solutions, grow market share, enhance SOW, and embed credit management and protections strategies in every financial plan.

The division is currently recruiting a Vice President, Insurance Solutions to play a critical role in leading our insurance sales network.

About the Role:
The VP, Insurance Solutions is responsible for strategy development, execution oversight, and overall pipeline management to achieve insurance sales targets. This individual will lead a team that executes initiatives aligned to growth strategies and directly engages in coaching activities across all Consultant channels to achieve sales targets. This role requires working effectively across internal and external stakeholder groups, maintaining a client focus and managing the complexities of business development for insurance and estate planning. This individual is a leader in the IG Wealth Management organization and is able to meet and exceed insurance sales targets.

Key Accountabilities

Pipeline Management to Achieve Sales Targets

• Engage IG Regional and Senior Vice-Presidents across all Consultant channels (IG Wealth Connect, Corporate, Entrepreneurial) and vendor partners in growing and managing the Insurance pipeline
• Assess the ability to achieve growth targets given the Insurance pipeline with key internal stakeholders and external vendors/partners
• Lead a team of Insurance and Estate business development specialists that directly engage in the following activities to achieve sales targets:

• Provide in-depth insurance and estate expertise (including niche HNW products) in PWPE financial planning scenarios and HNW cases
• Run Regional Office events to build understanding of the offering and how to engage in financial planning conversations
• Provide coaching on identifying opportunities in the corporate advisor channels
• Manage, review, and assess the results of the insurance portfolio and expertise activities provided by specialist team to Consultants

Strategy Development & Execution Oversight

• Work closely with product leaders to develop annual Consultant channel strategies and plans in alignment with product growth agendas
• Oversee and collaborate on strategies to provide private wealth solutions for complex scenarios
• Oversee planning and execution of strategies and engagement plans to deploy specialist team against Consultant channels to achieves sales targets
• Lead internal stakeholders in the development of annual insurance targets and incentives associated with Consultant channels; monitor and track progress against objectives
• Oversee initiatives aligned with channel strategy and growth targets

Collaboration with Internal & External Stakeholders

• Build and maintain relationships with RVPs, SVPs, and PWM VPs across the country; share and collaborate on strategies, provide updates, business unit briefings, collect feedback, and deal with challenges
• Represent Estate & Insurance in Senior Leadership distribution calls (SVP led area meetings)
• Work with external stakeholders (vendors, partners) to align on product information and sales strategies

Leadership and People Management

• Establish the prime human resources management processes of all direct reporting teams, providing coaching, guidance, performance management oversight, technical and leadership in all associated activities and initiatives
• Consistently act as a coach and mentor, and maintain a view as a leader within Mortgage, Insurance & Banking, and more broadly across IG Wealth Management

Requirements

• 7 + years working in a sales or business development role
• 7 + years in a leadership role
• 5 + years in the mortgage and banking industry
• Bachelor\'s degree in commerce or business administration, or post-secondary education in a related field
• CFP (or Pl. Fin), CIM, FMA, CFA, FCSI designations are an asset
• Expert knowledge of the financial services industry, specializing in estate and insurance (i.e., conditions, trends, competitors, etc.)
• Comprehensive knowledge and understanding of the business drivers in the insurance industries (i.e., conditions, trends, competitors, etc.)
• Comprehensive knowledge of product and service offerings and salesforce
• Brings high credibility with IG sales leaders across all channels
• Ability to oversee and mobilize multiple projects and excel in a fast-paced environment
• Highly skilled at motivating and influencing teams
• Strong strategic planning and business management skills
• Strong qualitative and quantitative analytical skills
• Excellent presentation and communication skills, both written and verbal

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.

IG Wealth Management