Advisor, IG Wealth Management, Corporate Channel

4 weeks ago

Greater Sudbury, Canada IG Wealth Management Full time

Advisor, IG Wealth Management, Corporate Channel

Location(s): Ontario Northeast

Referral Level: Level 2

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.

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 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. 

  • Advisor, IG Wealth Management, Corporate Channel

    6 days ago

    Sudbury, Canada the Ladders Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation(s): Ontario NortheastReferral Level: Level 2We 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 excitin

  • Wealth Management Advisor

    2 months ago

    Greater Sudbury, Canada Desjardins Full time

    As a wealth management advisor at Desjardins Ontario Credit Union , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...

  • Administrative Assistant

    1 month ago

    Greater Sudbury, Canada Manulife Securities Forte Wealth Management Full time

    **KEY FUNCTION**: **JOB DESCRIPTION**: - Manage the flow of regulatory and administrative documents needed in the servicing of new and existing clients - Work with various online systems including Dataphile, Microsoft 365/Teams/SharePoint, DocuSign, and Maximizer (CRM) - Utilize tracking tools for daily tasks; manage and communicate status to clients and...

  • Scotia Wealth Management Receptionist/branch

    2 weeks ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 196950 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Manager, Product and Solutions Marketing

    3 weeks ago

    Greater Toronto Area, Canada Mackenzie Financial Corporation Full time

    **Job Description**: **Grade: P7** **Referral Level: Level 1** **Division: IGM Marketing** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help...

  • Scotia Wealth Receptionist

    4 weeks ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 195521 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Specialized Financing and Banking Solutions Advisor

    1 month ago

    Greater Sudbury, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Advisor, Corporate Communications

    1 month ago

    Greater Sudbury, Canada Vale Canada Full time

    **Who We Are**: Welcome to Vale. Our purpose is to improve life and transform the future. Together. We value our workforce and strive to offer continuous training and career development opportunities for our people. Vale Base Metals is one of the world's largest producers of high-quality nickel and an important producer of copper and responsibly sourced...

  • Advisor, Corporate Communications

    1 month ago

    Greater Sudbury, Canada Vale Full time

    **Who We Are**: Welcome to Vale. Our purpose is to improve life and transform the future. Together. We value our workforce and strive to offer continuous training and career development opportunities for our people. Vale Base Metals is one of the world's largest producers of high-quality nickel and an important producer of copper and responsibly sourced...

  • Benefits Coordinator

    2 weeks ago

    Greater Sudbury, Canada Innova Wealth Builders Full time

    **About Us**: Innova Private Wealth is a financial advisory firm that specializes in a 360° analysis of our client’s financial profiles, including investments, insurance, estate and retirement planning, and taxes. As independent financial generalists, we offer specialized products and exceptional customer service while maintaining our “Big City...

  • Intern, HR Service Delivery

    2 weeks ago

    Greater Toronto Area, Canada Mackenzie Financial Corporation Full time

    **Job Description**: **Grade: S3** **Division: IGM Human Resources** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million...

  • Manager, Product Development

    2 weeks ago

    Greater Toronto Area, Canada Mackenzie Financial Corporation Full time

    **Job Description**: **Grade: P7** **Referral Level: Level 1** **Division: MI-PR** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than...

  • Associate Advisor

    2 months ago

    Greater Sudbury / Grand Sudbury, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Scotiamcleod Administrative Assistant

    2 weeks ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 173391 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate

    6 days ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 198606 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Financial Advisor

    1 week ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 198931 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Scotiamcleod Administrative Associate

    6 days ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 200896 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Small Business Advisor

    5 days ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 181090 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Scotiamcleod Administrative Associate

    3 days ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 174249 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Banking Advisor Trainee

    2 weeks ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 173409 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...