Regional Vice President IGWM Sales- Mauricie

4 weeks ago

TroisRivières, Canada Investors Group Full time

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 and 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 are 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. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively. 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.

Position

The Regional Vice-President role is focused on supporting Advisors in growing their practices, leading an expansive culture within their regions, attracting new talent, and representing IG Wealth Management within their communities. The Regional Vice-President is responsible for long-term growth, productivity, and overall sales results of their region through the attraction, acquisition, and retention of both clients and top Advisor talent alike, while leading and providing strategic direction on all aspects related to the operations and management of their local IG Wealth Management regional office.

With the support of Head Office and Distribution (Sales) Leadership, the Regional Vice-President assists their management team and Advisors to meet and exceed performance standards while abiding by industry and internal compliance regulations, acting both ethically and most importantly in the clients' best interests.

Core Activities
  • Talent acquisition & onboarding support for new candidates
  • New client acquisition - focused on mass-affluent and high net worth clients and business owners
  • Technology and innovation adoption support and management
  • Region leadership and mentoring
  • Performance and personal development coaching
  • Establishing a respectful workplace and promoting/creating a diverse and expansive culture
  • Region finance management
  • Strategic teaming and advisor planning efforts related to succession planning, building teams, etc.
  • Fostering and promoting a culture for advisor growth and development
  • Increasing local brand awareness
  • Community support and involvement
  • Strong compliance culture and education practices
  • Ensuring adherence to corporate policies
Critical Competencies
  • Talent Acquisition
  • Client Acquisition
  • Technology Adoption Champion
  • Engaging/Inspiring
  • Strategic Mindset
  • Effective Execution
  • Advisor Development
  • Resiliency/Adaptability
  • Accountability
  • Effective Communication
Qualifications and Experience
  • University degree in a relevant field
  • Previous management experience (preferably in leading large teams)
  • 10+ years' experience within the financial services or a related industry
  • CFP, PFP or RRC designation (or commitment to earn designation)
  • Branch Manager Certification preferred (will be required upon hire)
  • Financial Services Designations preferred (CLU, CFA, CA, CMA etc.)
  • Excellent communication skills (written, verbal, and presentation) in both English and French
  • Excellent interpersonal, listening and support skills
  • Proven strategic planning and business planning ability

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.

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