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Regional Estate

3 months ago

Vancouver, Canada IG Wealth Management Full time

Location: Vancouver, Victoria and Kelowna

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

The Role:

The Regional Estate & Insurance Specialist (REIS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the REIS designs and implements advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection. Competitive base salary and benefits are offered, as well as performance-based compensation.

The REIS uses their expertise in insurance and estate planning to optimize clients' financial plans. They will use leading financial planning software to translate abstract notions into concrete terms. Through a proactive approach, the REIS will identify opportunities to partner with advisors and clients.

Responsibilities:

  • Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients.
  • Identify clients and insurance opportunities together with the consultant.
  • Develop proposal, model in our proprietary financial planning software, and present the solution to the client.
  • Actively speak and engage consultants at RO events and clients at marketing events.
  • Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.
  • Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.
  • Collaborate with Head Office on insurance and estate planning initiatives to the field.

Requirements:

  • Strong leadership, sales and relationship building skills and ability to execute on your own business plan.
  • Knowledge and understanding of industry conditions and trends, and competitor products and pricing.
  • Expert knowledge of insurance & estate planning principles, financial services, and tax laws.
  • Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.
  • Strong customer service attitude with good interpersonal skills.
  • Ability to work independently and in a team environment in both French and English.
  • Well-developed negotiation and influencing skills.
  • Strong decision-making and problem-solving skills.
  • Holds applicable provincial licenses.

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Please apply by September 30, 2024.

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