Area Leader, Corporate Channel

Location: Winnipeg

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! 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, as well as all who may contribute to the further diversification of ideas.

Job Description:

The Corporate Channel provides superior financial planning, advice and well-being for mass affluent Canadians. In this role you will be part of IG Wealth Management.

Position:

The Dedicated Advice Channel provides superior financial planning, advice, and well-being for mass affluent Canadians. Reporting to the Vice President, Corporate Channel, the Area Leader, Corporate Channel leads a team of Advisors who provide financial planning advice, that includes investments, mortgages, banking and insurance, and outstanding client servicing to a segment of mass affluent clients in their assigned market area with a balance of 85% focus on servicing existing clients and 15% on growing the client base. The Area Leader is responsible for long-term growth, advisor productivity, and overall business results.

This position will lead a pilot project based in the Winnipeg Southwest Region Office, focusing on the development, implementation, utilization, and promotion of segmentation strategies across the Winnipeg Regions. In this role, you will collaborate closely with Regional Vice Presidents, Advisor teams in both Winnipeg offices, IG Wealth Connect leaders, and other internal stakeholders.

Responsibilities:

Talent acquisition

• Partner with the Talent Acquisition team to recruit and onboard high performing advisors focused on client service excellence through financial planning.

Coaching and performance management

• Effectively train, coach and mentor Advisors to successfully service and grow client relationships.
• Coach to the use of Living Plan Portal (LPP) and other IGWM tools to optimize the client experience and business results.
• Ensure service standards are followed as part of both the client transition process and ongoing client service.
• Conduct regular individual coaching sessions with team members, fostering open communications, continuous support, learning, and career progression.
• Responsible for the annual corporate performance management cycle for Advisor including setting objectives, development plans and performance reviews.
• Support advisors in client meetings as required.

Effective execution and change management

• Maximize efficiency and enhance service levels through the use and adoption of all of IGWM’s digital tools by advisors.
• Utilize available reporting and analysis to support advisors in the identification of future business opportunities.
• Organize and lead advisors to achieve key goals and objectives considering both business strategy and the achievement of successful client outcomes.
• Identify opportunities for business and process improvements and implement changes as developed by the leadership team.

Client and Advisor focus

• Lead a team of advisors who provide the highest quality service to clients and consistently exceed client expectations.
• Create and maintain a culture of compliance and risk management through ensuring procedural, regulatory, and division policies are followed.
• Demonstrate a strong awareness of respectful workplace policies, ensuring an inclusive professional environment and promoting/creating a culture of diversity.

Qualifications:

• 7-10 years of experience in the financial services industry in a leadership role.
• Post secondary degree in business or a relevant field.
• IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent required.
• Financial Services Designations preferred (CFP, CLU, CFA, CA, CMA etc.).
• Comprehensive mutual fund, mortgage and/or insurance industry experience.
• Performance-driven high achiever with strong sales management, performance coaching, and financial planning excellence.
• Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce) and Living Plan Portal.
• Excellent presentation and communication skills, both written and verbal.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

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.

Please apply by December 19, 2024.