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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 Business Development: Focus on acquiring new clients, particularly in the mass-affluent and high net worth segments, and business owners.
  3. Technology and Innovation: Support the adoption and management of new technologies and innovations to drive business growth.
  4. Region Leadership and Mentoring: Provide leadership and mentorship to advisors and management teams to achieve performance standards and industry compliance.
  5. Performance and Personal Development Coaching: Offer coaching and guidance to advisors on performance and personal development.
  6. Culture and Diversity: Establish a respectful workplace culture and promote diversity and inclusion within the region.
  7. Region Finance Management: Manage the financial aspects of the region, including budgeting and financial planning.
  8. Strategic Teamwork and Advisor Planning: Foster strategic teamwork and advisor planning to drive business growth and development.
  9. Culture for Advisor Growth and Development: Promote a culture that supports advisor growth and development.
  10. Local Brand Awareness: Increase local brand awareness and promote the company's values and mission.
  11. Community Involvement: Engage in community involvement and support initiatives that align with the company's values.
  12. Compliance and Governance: Ensure adherence to corporate policies and industry regulations.
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. Industry Experience: Have 10+ years of experience in 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.
  5. Communication Skills: Possess excellent communication skills, including written, verbal, and presentation skills.
  6. Interpersonal Skills: Demonstrate excellent interpersonal, listening, and support skills.
  7. Strategic Planning: Show proven strategic planning and business planning ability.