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Regional Vice-President

2 months ago

Toronto, Ontario, Canada IGM Financial Full time
About IGM Financial

IGM Financial is a leading diversified wealth and asset management company with a strong presence in Canada. With approximately $271 billion in total assets under management, the company provides a broad range of financial planning and investment management services to help Canadians meet their financial goals.

Job Summary

The Regional Vice-President role is a key leadership position that focuses on supporting advisors in growing their practices, leading a culture of excellence within their regions, attracting new talent, and representing IGM Financial within their communities.

Key Responsibilities
  1. Talent Acquisition and Onboarding: Support new candidates in their onboarding process and provide guidance on how to succeed in their roles.
  2. New Client Acquisition: Focus on acquiring mass-affluent and high net worth clients and business owners, providing them with tailored financial solutions.
  3. Technology and Innovation: Support the adoption and management of cutting-edge technologies to enhance advisor productivity and client experience.
  4. Region Leadership and Mentoring: Provide guidance and mentorship to advisors, helping them to achieve their goals and develop their skills.
  5. Performance and Personal Development Coaching: Offer coaching and support to advisors to help them improve their performance and achieve their personal and professional goals.
  6. Culture and Diversity: Foster a culture of respect, diversity, and inclusion within the region, promoting a positive and supportive work environment.
  7. Region Finance Management: Oversee the financial management of the region, ensuring that all financial activities are aligned with company goals and objectives.
  8. Strategic Teamwork and Advisor Planning: Collaborate with advisors to develop and implement strategic plans, focusing on succession planning, team building, and advisor growth and development.
  9. Culture for Advisor Growth and Development: Promote a culture that supports advisor growth and development, providing them with the tools and resources they need to succeed.
  10. Local Brand Awareness: Increase local brand awareness, promoting IGM Financial's presence and reputation within the community.
  11. Community Support and Involvement: Engage with the community, supporting local initiatives and promoting IGM Financial's commitment to social responsibility.
  12. Compliance and Governance: Ensure that all activities within the region are in compliance with company policies and regulatory requirements.
Requirements
  1. University Degree: Hold a university degree in a relevant field.
  2. Management Experience: Possess previous management experience, preferably in leading large teams.
  3. Financial Services Experience: Have at least 10 years of experience within the financial services industry or a related field.
  4. Designations: Hold a CFP, PFP, or RRC designation, or be committed to earning one. Branch Manager Certification is preferred, and Financial Services Designations such as CLU, CFA, CA, or CMA are also desirable.
  5. Communication and Interpersonal Skills: Possess excellent communication, interpersonal, listening, and support skills.
  6. Strategic Planning and Business Acumen: Demonstrate proven strategic planning and business planning ability.