Advisor, IG Wealth Connect (Prairies)

Overview

Location: Manitoba or Saskatchewan

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.

Division and Department

Division: IG-SaleDist

IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally.

Position Summary

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.

Duties Include

• Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities
• Provide financial planning advice - assist with estate planning, debt management, insurance and mortgage
• Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions
• Manage escalations - review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner
• Contribute to departmental initiatives - participate in growth of our share of wallet and implementation of IG Wealth Connect strategies
• Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments
• Ensure procedural, regulatory, compliance and departmental policies are followed
• Identify opportunities for business and process improvements and implement changes as developed by management team

Qualifications

• Ability to multi-task in an extremely diverse fast-paced environment
• Solution oriented, an excellent problem solver with proficiency in financial planning
• Performance-driven high achiever with great sales skills
• Mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance
• Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset
• Bilingualism French and English is an asset
• Strong awareness of respectful workplace policies, ensuring an inclusive professional environment
• Minimum of 4 years experience in the financial services industry
• Practical experience with a CRM and the Office Suite

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

Compensation and Application

The expected annual base salary range for this role is $52 500 - $72 500, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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.

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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