Senior Financial Planning Director

3 days ago

Montreal, Quebec, Canada IG Wealth Management Full time

About the Role:

 

IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills.

 

Key Responsibilities:

  • Provide exceptional service to IG Wealth Management Advisors in Quebec and Atlantic Canada, focusing on generating sales from new and existing Advisors.
  • Conduct ongoing office sales calls to ensure continued support for IG Wealth Management products.
  • Identify new business opportunities, establish relationships accordingly, and respond to the specific needs of new and existing accounts.
  • Prepare and conduct 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.
  • Work with the Business Development Manager (Internal Wholesaler) to maximize sales potential by delegating projects and coordinating workload with them.
  • Manage territory expenses appropriately, to ensure the territory's budget is on target, including co-op, travel, promotional items, and entertainment.

 

Requirements:

  • 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 both within and outside the province of Quebec.

 

About IG Wealth Management:

 

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.

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