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Business Development Associate
Business Development AssociateIG Wealth Management • Quebec, Canada
Business Development Associate

Business Development Associate

IG Wealth Management • Quebec, Canada
Il y a 3 jours
Type de contrat
  • Temps plein
Description de poste

Division : IG Investment Solutions

Location : Toronto or Montreal

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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.

IG Wealth Management is currently accepting applications for the position of Business Development Associate (Inside Sales) in Toronto, ON., reporting to the AVP, inside Sales & Strategy.

The successful candidate’s primary responsibilities will include but not limited to :

  • Overseeing the territory management by preparing / maintaining / forecasting sales coverage
  • Scheduling and / or coordinating territory / corporate events, branch meetings and portfolio manager presentations which includes sending invitations, booking venues, catering and confirming attendance
  • Maintaining all client related information in our CRM database
  • Preparing correspondence and territory emails
  • Sorting and prioritizing incoming emails, answering / redirecting calls, responding to inquiries / requests
  • Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team
  • Facilitating weekly team meetings with a prepared agenda
  • Booking all travel including air, hotel and transportation for the sales teams
  • Preparing / presenting monthly internal team reports to the National Sales Leadership team
  • Processing the sales teams expenses and cheque requests
  • Implementation of business processes to ensure efficiency and consistency of territory management
  • Team operational support with a strong focus on attention to detail and time management

The following qualifications will assist the successful candidate in carrying out these responsibilities :

  • Excellent interpersonal, written, and oral communication skills
  • Excellent interpersonal, judgment and decision-making skills
  • Thorough knowledge of securities industry and particularly of the public and private markets and how they relate to Investment Solutions such as, mutual funds, ETFs, OMs, SMAs
  • Excellent knowledge of IG Wealth Management Solutions and distribution channels
  • Excellent time management skills with the ability to schedule time to work on the business
  • Ability to exercise sound judgment in responding to inquiries and servicing of Advisors
  • Good knowledge of all Microsoft suite of products and Salesforce
  • Successful completion of CSC or IFIC. CIM, CIMA, CFA, CFP are assets but not required
  • Preferably 1-2 years of financial industry experience, preferably at an asset management and / or wealth management firm
  • Limited travel required
  • Attitudes :

  • Driven and high energy
  • Solution oriented
  • Coachable - Asks for feedback and acts on it
  • Puts team first
  • Creative
  • Curious and questions
  • Adaptable to change
  • Sets aggressive goals and targets
  • Innovates
  • Confident yet humble
  • Resilient
  • Shares ideas
  • a) Knowledge of French and English is required to support clients and Team members within and / or outside the province of Quebec.

    b) As this position is posted in Montréal, Toronto, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

    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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    Business Development Associate • Quebec, Canada