Reports to : VP Corporate ChannelDivision: Sales & DistributionLocation: Nova ScotiaIGM 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.Role Overview The Dedicated Advice Channel provides superior financial planning, advice, and well-being for mass affluent Canadians. In this role you will be part of IG Wealth Management. Reporting to the Vice President, Corporate Channel, the Area Leader, Corporate Channel leads a team of Advisors who provide financial planning advice, that includes investments, mortgages, banking and insurance, and outstanding client servicing to a segment of mass affluent clients in their assigned market area with a balance of 85% focus on servicing existing clients and 15% on growing the client base. The Area Leader is responsible for long‑term growth, advisor productivity, and overall business results.ResponsibilitiesTalent AcquisitionPartner with the Talent Acquisition team to recruit and onboard high performing advisors focused on client service excellence through financial planning.Coaching and Performance ManagementEffectively 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 ManagementMaximize 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 FocusLead 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 setting and promoting/creating a culture of diversity.Qualifications7-10 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.Base Salary Range : $109,000 - $141,000In addition to base salary, this role is eligible for annualBenefitsCompetitive base salary, performance‑weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.Competitive health and dental coverage, flexible plans for you and your family and short‑term & long‑term disability plans.Voluntary Defined Contribution Pension Plan.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).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 I am 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.#J-18808-Ljbffr

📌 Area Leader, Corporate Channel - C$109,000 - C$141,000 A Year (Halifax Regional Municipality)
🏢 IGM Financial
📍 Halifax Regional Municipality