Advisor,, Corporate Channel; Mutual fund licensed Ontario

Location: Thunder Bay, Ontario

Reports To: Area Leader Corporate Channel, Madison Kinzel

Grade: D7

Division: IG Sales and Distribution

Referral Level: Level 2

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.

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 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 which goes beyond traditional investment advice to include all aspects of the 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 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.

• Mutual fund licensed or Securities 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