Advisor, IG Wealth Management, Corporate Channel
6 months ago
Advisor, IG Wealth Management, Corporate Channel
Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now
Position Summary :
This position requires the successful candidate to be Mutual fund licensed or Securities licensed.
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning whichgoes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.
Responsibilities :
Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning. Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base. Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team. Using reporting, tools, and analysis to support the identification of future business opportunities.Qualifications :
Mutual fund licensed or Securities licensed 3+ years of client facing financial planning experience Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence. University Degree in a relevant field LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment. ETF approved for trading completed. Proficiency in the use of digital tools, including CRM and Financial Planning software Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role Understanding of the industry, competitive landscape, and economic market issues Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships. Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.Please visit our career page by clicking on the following link:
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
-
Corporate Channel Advisor
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAs a Corporate Channel Advisor with IG Wealth Management, you will play a key role in providing proactive, outstanding planning and advice to clients, leading with the IG Living Plan.This position requires the successful candidate to be Mutual fund licensed or Securities licensed.Advisors in the Corporate Channel provide holistic financial plans that...
-
Corporate Channel Advisor
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAt IG Wealth Management, we are seeking a skilled Corporate Channel Advisor to join our team. This role provides a unique opportunity for financial planners to receive a competitive total compensation package, including base salary, bonus, benefits, and pension, while serving existing IG clients and earning uncapped variable income.Key...
-
Financial Advisor
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeWe are seeking skilled individuals to become part of our growing team at IG Wealth Management. As a Corporate Employed Advisor, you will utilize your Mutual fund licensed or Securities licensed expertise to provide exceptional financial services to our clients. This role offers a unique opportunity to work in a dynamic environment and contribute to the...
-
Corporate Channel Advisor
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeRole Summary:This position requires the successful candidate to be Mutual fund licensed or Securities licensed.About the Role:As a Corporate Channel Advisor with IG Wealth Management, you will provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. This role offers a unique opportunity for financial planners to receive...
-
Corporate Channel Advisor
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeRole Summary:This position requires the successful candidate to be Mutual fund licensed or Securities licensed.Key Responsibilities:Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.Identifying opportunities to...
-
Financial Planner
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeRole SummaryThis role requires a Mutual fund licensed or Securities licensed individual to provide proactive and outstanding planning and advice to clients, focusing on the IG Living Plan.The successful candidate will be part of the Corporate Channel, providing a unique opportunity for financial planners to receive a competitive total compensation package,...
-
Senior Corporate Advisor
5 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a Senior Corporate Advisor to join our team at IG Wealth Management. In this role, you will work closely with clients to provide personalized financial planning services and help them achieve their long-term goals.
-
Corporate Financial Advisor
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the Role:The Corporate Financial Advisor position is a unique opportunity for a highly skilled and motivated individual to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing proactive, outstanding planning and advice to clients, leveraging the IG Living Plan to deliver holistic...
-
Senior Financial Planner
7 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client experience.Job DescriptionThe ideal...
-
Financial Planner
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAt IG Wealth Management, we are seeking a skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing proactive, outstanding planning and advice to clients, leading with the IG Living Plan.The ideal candidate will have a strong background in client-facing financial planning, with a proven track...
-
Financial Services Professional
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeCorporate Employed Advisors OpportunityWe are seeking highly motivated and licensed individuals to join our team of Corporate Employed Advisors at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial services to our clients across Canada.Key Responsibilities:Develop and maintain strong relationships...
-
Advisor, IG Wealth Management, Corporate Channel
5 months ago
Winnipeg, Canada the Ladders Full timeAdvisor, IG Wealth Management, Corporate ChannelLocations: Calgary, Edmonton, Ontario, Vancouver, WinnipegWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this ex
-
Financial Planning Specialist
4 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob SummaryWe are seeking a skilled Financial Planning Specialist to join our Corporate Channel team. This role requires the ability to provide proactive, outstanding planning and advice to clients, leveraging the IG Living Plan. About the RoleThis position involves working primarily remotely, with opportunities to collaborate with colleagues in region...
-
Senior Financial Planning Specialist
1 week ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a Senior Financial Planning Specialist to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing exceptional financial planning services to our clients.Job SummaryThe successful candidate will have 3+ years of client-facing financial planning experience and a strong...
-
Senior Director, Payroll Operations
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help Canadians meet their financial goals.Job DescriptionWe are seeking a Senior Director,...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Summary:The Senior Manager, Managed Solutions is a pivotal role at IG Wealth Management, overseeing business operations and driving strategic initiatives. This leadership position demands exceptional expertise in policy management, process optimization, and resource allocation. The successful candidate will be responsible for developing and implementing...
-
Financial Services Coordinator
7 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the OpportunityIG Wealth Management is seeking a skilled Financial Services Coordinator to join our External Transfer In group. This role provides administrative support for multiple lines of business, including Mortgages, Insurance, and IGFS. The successful candidate will have the opportunity to utilize their skills in process management and...
-
Financial Services Operations Coordinator
4 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleAs a Financial Services Operations Coordinator at IG Wealth Management, you will be responsible for providing high-quality service to external and internal customers. Your primary focus will be on account management and servicing activities for client accounts in both English and French.Duties and ResponsibilitiesClient Service: Provide...
-
Bilingual Insurance Coordinator
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeROLE RESPONSIBILITIESThe Insurance Case Coordinator is responsible for managing a caseload of new insurance business for Estate and Planning Specialists at IG Wealth Management. This involves ensuring timely and effective delivery of insurance services to clients.KEY TASKS:Act as a liaison between Consultants, Estate Insurance Specialists, underwriters, and...
-
Insurance Case Coordinator
4 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timePosition OverviewThe Insurance Case Coordinator plays a crucial role in managing new insurance business for Estate and Planning Specialists at IG Wealth Management, ensuring timely and effective delivery of Insurance Services to clients.Duties and Responsibilities:Act as liaison between Consultants, Estate Insurance Specialists, underwriters, insurance...