Director, Corporate Channel

Responsibilities

:

• Talent acquisition - Partner with the Talent Acquisition team to recruit and onboard high performing advisors focused on client service excellence through financial planning Coaching and performance management
• Effectively train, coach and mentor Advisors to successfully service and grow client relationships. Coach to the use of Living Plan Portal (LPP) and other IGWM tools to optimize the client experience and business results
• Ensure service standards are followed as part of both the client transition process and ongoing client service
• Conduct regular individual coaching sessions with team members, fostering open communications, continuous support, learning and career progression
• Support advisors in client meetings as required
• Responsible for the annual corporate performance management cycle for Advisor including setting objectives, development plans and performance reviews Effective execution and change management
• Maximize efficiency and enhance service levels through the use and adoption of all of IGWM’s digital tools by advisors
• Utilize available reporting and analysis to support advisors in the identification of future business opportunities
• Organize and lead advisors to achieve key goals and objectives considering both business strategy and the achievement of successful client outcomes
• Identify opportunities for business and process improvements and implement changes as developed by the leadership team Client and Advisor focus
• Lead a team of advisors who provide the highest quality service to clients and consistently exceed client expectations.
• Create and maintain a culture of compliance and risk management through ensuring procedural, regulatory, and division policies are followed
• Demonstrate a strong awareness of respectful workplace policies, ensuring an inclusive professional environment and promoting/creating a culture of diversity

Qualifications:

• 7-10 years of experience in the financial services industry
• 5+ years of experience in people leadership
• Post secondary degree in business or a relevant field
• IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred
• Financial Services Designations preferred (CFP, CLU, CFA, CA, CMA etc.)
• Comprehensive mutual fund, mortgage and/or insurance industry experience
• Performance-driven high achiever with strong sales management, performance coaching and financial planning excellence
• Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce) and Living Plan Portal (Conquest financial planning software)
• Excellent presentation and communication skills, both written and verbal

The expected annual base salary range for this role is 121,500 - $157,000, 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.

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.