Area Leader, Corporate Channel

IG Wealth Management Voir toutes les offres

Vancouver, BC
Permanent
Temps-plein

Il y a 3 jours

Division: IG Sales & DistributionLocation: Region Office # 3 (Vancouver) or RO 65 (Victoria)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.Area Leader, Corporate Channel Role Overview:The Dedicated Advice Channel provides superior financial planning, advice, and well-being for mass affluent Canadians. In this role you will be part of the IG Wealth Management. 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.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
Support advisors in client meetings as required
Responsible for the annual corporate performance management cycle for Advisor including setting objectives, development plans and performance reviews 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
5+ years of experience in people leadership
Post secondary degree in business or a relevant field
IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred
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 (Conquest financial planning software)
Excellent presentation and communication skills, both written and verbal

The expected annual base salary range for this role is (115,000 - 157,000), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.Benefits:COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension PlanWORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).IGM 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.IG 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.How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience toWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.Please apply before April 28 2026.#LI-KN1#LI-Hybrid

IG Wealth Management

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