Senior Manager, Plan Portal

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.

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.

As a member of our Advanced Financial Planning department, you will be joining a highly collaborative group of 46 legal, tax, and financial planning professionals responsible for providing support, training and resource material to IG Advisors. Our Living Plan Portal team provides financial planning software support on complex cases. We provide support to Advisors, particularly on situations involving high-net-worth clients with complex situations, by meeting with Advisors (either remotely or in person) to discuss a client’s financial plan, issues, opportunities and strategies.

We are looking for a Living Plan Portal specialist (Senior Manager) to join our Advanced Financial Planning team. We are open to considering candidates located in all provinces. Although work can be conducted remotely, there will be an expectation of periodic travel to meet in person with the team, IG Advisors and with high-net-worth clients.

• Provide advanced financial planning support for IG Wealth Advisors by responding to their questions or issues by telephone and e‑mail.
• Prepare written reports (based on detailed analysis) for complex client situations, advising on financial planning opportunities, strategies and issues.
• Present concepts and deliver continuing education sessions to advisors and within the Advanced Financial Planning team.
• Develop and provide advice and training to other IG Wealth Management departments on financial planning issues (including the review of client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).

• Completion of a post‑secondary university degree or equivalent experience.
• Minimum of 5 years of experience in financial planning, with a preference for significant experience working with financial planning software.
• Completion of the Certified Financial Planner (CFP) designation from FP Canada or the Financial Planner (F.Pl.) title issued by the Institut de planification…