Advisor, IG Wealth Management, Corporate Channel

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) 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. 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 also providing resources to ensure physical and mental wellness are put front and center. We are dedicated to offering a hybrid work environment when applicable and we are committed to diversity and inclusion. We encourage applications from all qualified candidates who represent the diversity present across Canada. Position Summary As a Corporate Channel Advisor, you will provide proactive, outstanding financial planning and advice to clients through the IG Living Plan. The role offers a competitive total compensation package that includes base salary, bonus, benefits, and pension, as well as the opportunity to serve existing IG clients and earn uncapped variable income. The position is primarily remote with the ability to work from an IG Wealth Management region office when needed. Responsibilities Provide holistic financial plans that consider short‑ and long‑term goals, tax, retirement, risk management, and estate planning. Identify opportunities to deepen and solidify client relationships while ensuring regulatory guidelines are followed. Serve existing clients with an 85% focus on servicing and a 15% focus on growing the client base per the Corporate Channel service standard. Maximize efficiency and enhance service levels using IGWM’s digital tools. Manage day‑to‑day priorities, service inbound/outbound client contacts, execute proactive campaigns, and support retention activities provided by the Marketing team. Use reporting, tools, and analysis to support the identification of future business opportunities. Qualifications Mutual fund licensed. 3+ years of client‑facing financial planning experience. Performance‑driven high achiever with strong relationship‑building and sales skills, and demonstrated financial planning excellence. University degree in a relevant field. LLQP and provincial licensing exam passed for insurance, or willingness to complete within first 60 days. ETF approved for trading completed. Proficiency with digital tools, including CRM and financial planning software. Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willingness to pursue within first 2 years. Understanding of industry, competitive landscape, and economic market issues. Strong communication skills and ability to work collaboratively and independently. Customer service orientation with demonstrated ability to interact professionally with clients in a primarily virtual setting. Team player who is systematic and thrives in a supportive environment. Compensation & Benefits The expected annual pay range is $85,000 – $130,000, which includes base salary and target variable sales incentive. Base salary is determined based on skills, knowledge, and experience, and variable incentive is subject to achieving set business and performance objectives. The role also includes eligibility for annual short‑term incentive, health and well‑being benefits, retirement and savings plan, paid time off, and career development. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales For more information, visit our career page: https://www.ig.ca/en/careers. We thank all applicants for their interest; only those selected for an interview will be contacted. IG Wealth Management is an accessible employer committed to providing a barrier‑free recruitment experience. #J-18808-Ljbffr