Advisor IG Wealth Connect; IPod

Division:
Sales and Distribution

Location:

Toronto, Winnipeg, Vancouver, Calgary, and Montreal

This position requires the successful candidate to be mutual‑fund and insurance licensed. Advisors in the Corporate Channel provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. The role offers a competitive total compensation package, including base salary, bonus, benefits and pension, and opportunities to serve existing IG clients while earning uncapped variable income. The advisor is primarily remote, with the option to work from an IG Wealth Management region office when needed, delivering on IG’s holistic approach to financial planning that transcends traditional investment advice and covers all aspects of a client’s financial life, including investment strategies, retirement planning, mortgages, banking and insurance.

• Providing clients with holistic financial plans that consider all aspects of their financial life, including short‑ and long‑term goals, tax, retirement, risk management and estate planning, with a specific focus on insurance needs.
• Identifying opportunities to deepen and solidify relationships 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 proactive campaigns and retention activities provided by the Marketing team.
• Using reporting, tools and analysis to support the identification of future business opportunities.

• Mutual fund licensed
• LLQP and Provincial Licensing
• 3+ years of client‑facing financial planning experience
• Performance‑driven high achiever with strong relationship and sales skills and demonstrated financial planning excellence.
• University degree in a relevant field
• ETF approved for trading completed
• Proficiency in digital tools, including CRM and financial planning software.
• Preferred:
  Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation.
• Understanding of the industry, competitive landscape and economic market issues.
• Strong communication skills with the ability to work collaboratively and independently, provide assistance and build relationships.
• Customer service orientation and ability to professionally interact with clients in a primarily virtual setting.
• The ideal candidate is a team player who is systematic in their approach and thrives in a supportive environment.

• Competitive base salary and performance‑weighted bonus, education and career support, and option to join the Employee Share Purchase Plan with employer matching.
• Competitive health and dental coverage, flexible plans for you and your family, and short‑ and long‑term disability plans.
• Voluntary defined contribution pension plan.
• Paid volunteer days, competitive time off (including 10 wellness days), Work Perks discount program, hybrid and flex work arrangements.
• Inclusive culture and diversity: living our core values of Be a Team, Be Accountable, Be Better, engaging with community through business resource groups.

Knowledge of French and English is required to support clients and team members within and/or outside the province of Quebec.

IGM is a diverse workplace committed to doing business inclusively – we actively encourage applications from all qualified candidates that represent the diversity present across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, 2

SLGBTQIA+ community, gender diversified and neurodiverse individuals, as well as all who may contribute to the diversification of ideas.

IG is an accessible employer committed to providing a barrier‑free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please let the Talent Acquisition team know so they can meet your needs.