24 Oct
|
IG Gestion de patrimoine
|
Quebec City
24 Oct
IG Gestion de patrimoine
Quebec City
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. Sales and Distribution 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 This position requires the successful candidate to be Mutual fund and Insurance licensed. Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the chance to serve existing IG clients and earn uncapped variable income. The Advisor,
IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance. Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning with a specific focus on Insurance needs Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base. Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team. Using reporting, tools, and analysis to support the identification of future business opportunities.
Mutual fund licensed 3+ years of client facing financial planning experience Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence. University Degree in a relevant field Proficiency in the use of digital tools, including CRM and Financial Planning software Pl") designation preferred Understanding of the industry, competitive landscape, and economic market issues Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also 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. 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 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
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📌 Bilingual Business Development Advisor, Insurances (Quebec City)
🏢 IG Gestion de patrimoine
📍 Quebec City