Responsibilities: Provide advanced financial planning support for IG Wealth Advisors by responding to their questions or issues by telephone and e-mail.

Prepare written reports (based on detailed analysis) for complex client situations, advising on financial planning opportunities, strategies and issues.

Present concepts and deliver continuing education sessions to advisors and within the Advanced Financial Planning team.

Develop and provide advice and training to other IG Wealth Management departments on financial planning issues (including the review of client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).

Required Qualifications: Completion of a post-secondary university degree or equivalent experience.

Minimum of 5 years of experience in financial planning, with a preference for significant experience working with financial planning software Completion of the Certified Financial Planner (CFP) designation from FP Canada or the Financial Planner (F.

Pl.) title issued by the Institut de planification financière (IPF). A continuous learner who stays on top of business trends and changes in the financial planner landscape.

Flexible, able to work with light supervision and adapt to change.

Strong verbal and written communication skills (ability to communicate in both English and French would be an asset).

Strong problem-solving skills and attention to detail.

Strong public speaking and training skills.

Proficiency with Windows environment PC based tools.





Preferred Qualifications: Experience with Conquest planning software would be considered an asset As this position is also posted in Montréal, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

The expected annual base salary range for this role is $87,000 - $124,500 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.

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 ADVANTAGES & 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, Work

Perks 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 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.

📌 Senior Manager, Living Plan Portal - Canada (Ontario)
🏢 IG Wealth Management
📍 Ontario