Assistant Vice-President, Inside Sales & Sales Strategy

Division : IG Investment Solutions

Location : Toronto

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.

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 and Mackenzie Investments.

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 center.

You will join a team 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 Overview :

The AVP, Inside Sales and Sales Strategy at IG Investments will oversee the direct activities of the Inside Sales and Associate Teams.

This job will support the development and execution of the National Sales strategy, and collaborate with other departments such as Product, Marketing, Events, Technology, Advisor recruiting & onboarding, and Distribution to execute on strategic initiatives.

This job will represent Head of National Sales in various internal and external meetings and Advisor presentations across Canada.

Responsibilities : Leadership

Leadership

• Oversee and direct the daily activities of Inside Sales Representatives including but not limited to : performance management, goal setting, job evaluations, developing and mentor team members, ensure proper sales coverage while managing group culture to ensure a cohesive and motivated team atmosphere.
• Provide leadership, coaching, and development strategies to achieve overall effectiveness of advisor communications and ensures consistent application of the Mackenzie Investments sales processes and tools.
• Conduct bi-weekly call coaching through side-by-side sessions, preparing summaries and addressing opportunities for improvement as well as identifying level of product knowledge around both internal and competitive offerings.
• Develop individualized / customized Inside Sales call scripts and offers advice on selling style approach when needed.
• Monitors calling activity of assigned Inside Sales Representatives, ensuring high quality Advisor interactions.
• Liaise with Wholesaling team leads to identify educational and coaching opportunities.

Strategy

• Support the development of the national sales strategy to surpass gross sales and new supporter targets.
• Develop campaigns and motivate the team to continue to drive and accelerate sales results.
• Leverage data to increase efficiency of the department and team.
• Be in touch with competitors to evaluate IG's approach in product distribution.
• Work closely with industry consultants and research teams (Investor economics, Environics) to understand and enhance decision making in IG's position in the marketplace.

Collaboration

• Work closely with Product and Marketing departments to enhance value add content and collateral for use by Wholesaling team for the benefit of advisors and investors.
• Work closely with Recruiting and Onboarding teams to ensure enhanced representation of IG Investments and product story with prospects and new recruits.
• Work with sub-advisors to create a product training program to enhance the product knowledge of the sales team.
• Work with Technology and digital delivery (i.e. salesforce.com) team to ensure appropriate requirements are provided for the best technology experience for the sales team.
• Work with the IGM events teams to develop a plan for annual Advisor Roadshows across Canada.

Promotion and presentation

• Represent Head of Sales in various industry groups and presentations to deliver the IG Investments story.
• Represent IG Investments in recruiting and onboarding meetings by presenting the value of IG's product shelf.
• Represent Head of Sales at various Roadshows, Regional exchange meetings, Regional advisor events to discuss thought leadership and promote the IG Investments brand.

Requirements :

• Education - Post-secondary education in a relevant business discipline or industry certifications (CFA, CIM, CAIA).
• Experience - Extensive mutual fund industry background, including product knowledge, knowledge of the securities industry and the stock and bond markets and at least five years of management experience in mutual funds, exchange traded funds or related industry.
• Job specific knowledge and skills - Proven leadership, coaching and mentoring skills, creative thinker with the ability to exercise sound judgment in responding to questions and making decisions, team player who works cooperatively with the Sales and Marketing teams and other areas to meet the needs of the organization, strong relationship building and interpersonal skills, ability to multi-task in a diverse and fast-paced organization, strong written and verbal communication skills.
• Additional Requirements - Travel may be required, 4-5 days a week in office.

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 September 10, 2024.

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