07 Nov
|
IG Wealth Management
|
Calgary
07 Nov
IG Wealth Management
Calgary
Location: Winnipeg, Calgary, Vancouver
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.
Division: Business Development
Location: Winnipeg, Calgary, Vancouver
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 setting. 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.
The Role:
As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team.
You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional priorities into clear objectives and operational plans. You will also apply advanced financial, business development, recruitment, and project management expertise to achieve measurable results. Reporting to the SVP, Business Development, Western Canada, you will oversee end-to-end EAO planning, execution, and stakeholder coordination for opportunities sourced by Area Vice-Presidents. You will build complex financial proposals and assess whether practices are viable to move to IG. You will also set priorities, address complex operational issues, and adapt processes to support consistent, high-quality, and timely onboarding outcomes across the Field Network and Head Office. You will also support the sourcing, assessment, and onboarding of high-calibre financial advisors. With external advisors, you will use consultative selling and high-touch relationship management to communicate IG’s value proposition. You will help advisors see where their practice or approach may need to change, and you will secure commitments. Internally, you will educate and influence partners on when changes or exceptions to policies should be considered.
You will also help shape marketing materials that better share the IG story.
Key Responsibilities
- Financial Proposals & Practice Assessment
- Complete complex financial proposals and models that show what IG would be prepared to pay for a practice to move to IG, thinking creatively in the face of competitive challenges.
- Work with internal stakeholders to assess whether an external advisor practice is viable to move to IG.
- Help internal partners understand external practices, assess challenges, and seek approvals where needed.
- Educate and influence internal partners on the need to consider changes or exceptions to policies where appropriate.
- Candidate Sourcing & Recruitment
- Develop and execute targeted sourcing plans aligned with regional growth priorities and defined advisor acquisition criteria.
- Develop recruiting strategies and campaigns to support the Business Development team and RVPs in their recruiting efforts, and launch and execute these plans on behalf of the team.
- Build and actively manage a qualified pipeline of senior and growth-oriented advisors using market insights, referrals, and tailored outreach strategies.
- Assess candidate fit, business potential, and readiness; identify barriers and determine appropriate approaches to advance opportunities.
- Lead consultative discussions that position IG’s value proposition, address complex objections, and secure candidate commitment.
- Candidate Experience & Relationship Management
- Own the end-to-end candidate experience, providing proactive, high-touch support from initial engagement through onboarding.
- Serve as the primary relationship lead, establishing clear expectations and maintaining trust with c
📌 Senior Manager, Business Development (Calgary)
🏢 IG Wealth Management
📍 Calgary