Vice President Financial Planning

1 month ago

Quebec, Canada IGM Financial Full time
p>Requisition ID 13238 - Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2)

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, Mackenzie Investments, and Investment Planning Counsel.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. p>

We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social, and financial health.

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

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.

IG Wealth Management is currently accepting applications for the position of District Vice-President (Wholesaler) in Montreal (QC), reporting to the VP, Head of National Sales.

The successful candidate’s primary responsibilities will include but are not limited to:

  1. Service IG Wealth Management Advisors in Quebec and Atlantic Canada, focusing on generating sales from new and existing Advisors.
  2. Conducting ongoing office sales calls to ensure continued support for IG Wealth Management products.
  3. Identifying new business opportunities, establishing relationships accordingly, and responding to the specific needs of new and existing accounts.
  4. Preparing and conducting sales and training presentations on subjects including new and existing IG Wealth Management products, market position, and economic and market outlook as it pertains to IG Wealth Management products and subadvisors.
  5. Working with the Business Development Manager (Internal Wholesaler) to maximize sales potential by delegating projects and coordinating workload with them.
  6. Manage territory expenses appropriately, to ensure the territory’s budget is on target. This includes co-op, travel, promotional items, and entertainment.

The following qualifications will assist the successful candidate in carrying out these responsibilities:Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions.Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset.Knowledge of French and English is required to support clients and team members within and/or outside the province of Quebec.

We thank all applicants for their interest in IG Wealth Management; p>

IG Wealth Management is an accessible employer committed to providing a barrier-free recruitment experience. If you require 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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