Vice President, Private Company Advisory

Division: IG-SaleDist

Location: Montreal

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, IG Wealth Management 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, IG Wealth Management 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.

About IG Private Company Advisory

IG Private Company Advisory (PCA) advises middle market businesses with sales of $20 million to $500 million on mergers and acquisitions and corporate finance transactions. While recently launched, this new group is positioning itself to be a leader in this industry.

Position

The Vice President, Private Company Advisory (PCA) is responsible for executing M&A and corporate finance transactions including oversight and management of the work prepared by the associates, analysts and others. The VP will:

• work with owners of businesses to understand their goals and objectives,
• work with analysts and associates to oversee the development of financial models, transaction marketing materials, data room management, etc.
• contact buyers, investors and lenders to pitch the opportunity and facilitate due diligence, and
• work with lawyers, accountants and tax advisors to close the transaction.

In addition, the VP will train and development junior talent to advance within PCA.

The ideal candidate has 5+ years of investment banking experience working with business owners and has relationships with Canadian and US private equity firms.

Requirements

• Education:
• University business degree
• MBA, CPA, CFA, CBV or advanced degree(s) preferred
• Experience
• 5+ years of relevant M&A and Corporate Finance tranaction experience within a well-respected financial services organization:
• Qualifications
• Strong project management skills and the ability to execute transactions from start to finish with high quality standards,
• Strong written and verbal communication skills in English (and French) with the ability to manage, negotiate and build relationships with clients, buyers, investors, lenders and other professionals.
• Proficient business valuation and modelling experience
• Strong presentation, facilitation, and coaching skills
• Strategic thinker & ability to make sound business decisions
• Ability to work well under pressure
• Proficiency in other financial analysis tools such as Pitchbook or Capital IQ
• Demonstrated leadership skills, both with respect to managing and mentoring direct staff, as well as effectively influencing executive management of the business lines, growth-minded leadership, inspiring diversity
• Other
• Occasional travel will be required from time to time. This could include conferences, events and client meetings.

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

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 & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

• 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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