Manager Practice Technology

Location: Quebec City

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Division: IG-Stgy&AdvCX

Location: Quebec City

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

The Role:

As a member of our Strategy, Advisor & Client Experience team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.

This role focuses on delivering hands‑on training and front‑line support to advisors and their teams on Digital Advisor Platform applications, with the primary goal of improving practice productivity, efficiency, and client experience through effective technology adoption. As part of the Practice Technology team, the Manager, Practice Technology (MPT) acts as a trusted partner to the field—working closely with advisors, Regional leadership, and internal business partners to translate digital capabilities into practical, everyday workflows.

Key Responsibilities

• Deliver hands‑on training, coaching, and front‑line support to advisors and their teams on Digital Advisor Platform applications to drive strong adoption, productivity, and an enhanced client experience.
• Act as a trusted technology partner to advisors and regional leadership by translating digital tools and features into practical, day‑to‑day workflows tailored to individual practices.
• Provide proactive enablement through targeted coaching sessions, regional training, and onboarding support for new advisors and teams.
• Drive continuous improvement by capturing field feedback, identifying adoption challenges, and collaborating with internal partners to inform digital enhancements and readiness activities.
• Build strong, collaborative relationships with advisors, regional teams, and internal stakeholders to support change management and evolving business priorities.
• Maintain accurate activity tracking, documentation, and reporting to support visibility, accountability, and ongoing optimization of support.

Required Qualifications

• Post‑secondary education or equivalent professional experience in business, technology, training, financial services, or a related field.
• Experience delivering training, coaching, or enablement in a professional, client‑facing, or field‑based environment.
• Strong working knowledge of digital tools, with the ability to quickly learn and adapt to new technologies.
• Excellent communication and presentation skills, with confidence delivering one‑on‑one, small group, and regional training.
• Strong relationship‑building skills and advisor‑focused mindset.
• Highly organized and self‑directed, with the ability to manage multiple priorities, document activities, and follow through consistently.

Preferred Qualifications

• Experience in financial services, wealth management, or a regulated business environment.
• Experience supporting technology adoption, change management, or business transformation initiatives.
• Bilingual (English/French) capabilities considered an asset.
• Digital Advisor Platform applications include Advisor Portal (Salesforce), Tableau, Online Access (Client Portal), Digital Forms (Salesforce/DocuSign), Citrix, Transact, Living Plan Portal (Conquest Planning), Investment Portal (CapI