Strong Written & Verbal Communication
Division: IG Strategy and Advisor Client Experience Location: 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.
About The Role The Senior Specialist, Advisor Recruitment Experience (ARE) is a senior-level subject matter expert responsible for delivering a seamless, efficient, and compliant recruitment and onboarding experience for advisor candidates across Canada.
The role leads complex candidate assessments, due diligence reviews, onboarding readiness activities, and recruitment operations while serving as a trusted partner to Regional Vice-Presidents (RVPs), Regional Offices, Compliance, Licensing, and internal business partners. This position balances candidate experience, operational excellence, regulatory requirements,



and strategic project work while exercising robust professional judgment and influence across multiple stakeholder groups.
Bilingualism (English and French) is required.
Key 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 elevate 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.

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📌 Senior Specialist Advisor Recruitment Experience QC (Quebec City)
🏢 IG Wealth Management
📍 Quebec City