Director, Corporate Channel

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

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

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

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

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

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 Plan

WORK LIFE BALANCE
: paid volunteer days, competitive time off, including 10 wellness days off, Work Perks 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).