Senior Specialist Advisor Recruitment Experience QC

Responsibilities

Candidate Experience & Recruitment Management

• Serve as the primary point of contact for advisor candidates, Regional Vice-Presidents (RVPs), Regional Offices, and business partners throughout the recruitment and onboarding lifecycle.
• Conduct candidate assessments and career discussions to evaluate business readiness, suitability, and alignment with organizational standards.
• Lead candidate due diligence reviews, including risk assessments, documentation requirements, and escalation identification.
• Coordinate and manage candidate progression through recruitment, approval, and onboarding stages.
• Prepare Letters of Intent, offer documentation, and candidate communications.
• Establish and communicate realistic timelines, milestones, and expectations with stakeholders.
• Provide guidance and recommendations regarding complex recruitment cases and potential risks.
• Deliver a high-quality, professional, and consistent candidate experience.

Due Diligence & Risk Assessment Leadership

• Act as a subject matter expert on advisor recruitment due diligence and screening requirements.
• Conduct suitability assessments for registrant and non-registrant candidate categories.
• Review Outside Business Activities (OBAs), insurance-related disclosures, and other risk considerations.
• Identify, document, and escalate areas of concern requiring additional review.
• Partner with Business Development, Compliance, Licensing, Legal, Compensation, and other internal stakeholders to resolve complex cases.
• Maintain a strong understanding of regulatory requirements and internal policies impacting recruitment and onboarding.

Recruitment Operations & Data Management

• Maintain the integrity, accuracy, and completeness of recruitment records and systems.
• Ensure candidate files meet established documentation, audit, naming convention, and record retention standards.
• Monitor recruitment workflows to identify gaps, inefficiencies, and compliance risks.
• Produce reporting, metrics, and operational insights to support recruitment activities and decision-making.
• Support governance activities by maintaining accurate data and documentation standards.

Onboarding Readiness & Business Integration

• Coordinate onboarding readiness activities with internal partners and business stakeholders.
• Gather, validate, and consolidate information required to facilitate successful onboardings.
• Partner with onboarding, licensing, compliance, and operational teams to support candidate transitions.
• Assist field leaders in understanding onboarding requirements and dependencies.
• Support the successful integration of new advisors into the organization.

Process Improvement & Operational Excellence

• Lead or participate in initiatives focused on improving efficiency, consistency, scalability, and candidate experience.
• Develop and document standard operating procedures, process maps, and best practices.
• Identify opportunities for automation and workflow optimization.
• Support change management activities associated with new processes, systems, and business initiatives.
• Share knowledge and provide guidance to team members to strengthen operational effectiveness.

Strategic Projects & Team Contribution

• Lead or contribute to strategic projects aligned with Advisor Recruitment Experience objectives.
• Support business planning activities and recruitment-related initiatives.
• Participate in cross-functional working groups and project teams.
• Foster collaboration, knowledge sharing, and continuous improvement across the ARE function.
• Support employee engagement, culture-building, diversity, equity and inclusion (DEI) initiatives, and team development activities.

Key Qualifications

Education

• Post-secondary degree or diploma in Human Resources, Business Administration, Finance, or a related discipline and/or equivalent work experience.
• Bilingual in English and French (spoken and written).

Technical

• 5+ years of experience in recruitment, onboarding, operations, talent acquisition, financial services administration, or a related field.
• Experience managing complex stakeholder relationships.
• Experience conducting due diligence reviews, compliance assessments, or risk evaluations.
• Strong analytical, organizational, and problem-solving skills.
• Advanced proficiency with Microsoft Office applications, collaboration technologies, and operational systems.
• Experience in project management, process improvement, or operational excellence initiatives is considered an asset.
• Experience within financial services, wealth management, insurance, or another regulated environment is preferred.

Business & Communication

• Strong written and verbal communication skills in both English and French.
• Ability to communicate effectively with candidates, field leaders, and business partners.
• Strong stakeholder management and relationship-building capabilities.
• Sound judgment when handling sensitive and confidential information.

Planning & Organization

• Ability to effectively manage multiple candidate files, priorities, and competing deadlines.
• Strong attention to detail and commitment to data quality and compliance.
• Proven ability to work independently in a fast-paced, service-oriented environment.

Key Competencies

Business & Technical Competencies

• Advisor Recruitment Expertise
• Due Diligence & Risk Assessment
• Operational Excellence
• Process Improvement & Automation
• Data Accuracy & Governance
• Project Coordination

Leadership Competencies

• Stakeholder Management
• Strategic Thinking
• Influence & Relationship Building
• Strong Written & Verbal Communication
• Professional Judgment
• Accountability
• Adaptability
• Collaboration & Team Leadership

Success Measures

Success in this role is demonstrated through:

• Delivering a professional, responsive, and consistent recruitment experience for candidates, Regional Offices, RVPs, and field leaders.
• Managing candidate files efficiently while meeting established service standards and timelines.
• Building trusted relationships with candidates and business partners through transparency, responsiveness, and accountability.
• Maintaining high standards of operational accuracy, documentation quality, and regulatory compliance.
• Communicating clearly and proactively regarding recruitment requirements, timelines, and decisions.
• Identifying and implementing process improvements that enhance efficiency, scalability, and candidate experience.
• Leveraging technology and automation to optimize workflows and improve operational effectiveness.

The expected annual base salary range for this role is $70,000 - $85,000, 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.

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

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.