63 Channel Management jobs in Canada

Job Description

Job Description

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 3

Location(s): Quebec City

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

Position Summary :

This position requires the successful candidate to be Securities 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, IG Wealth Management, Corporate Channel role 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.

Responsibilities:

• 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.

Qualifications :

• 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.
• Post Secondary Education in a relevant field
• LLQP and Provincial Licensing exam passed for Insurance required.
• Proficiency in the use of digital tools, including CRM and Financial Planning software
• Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting.
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
• Bilingualism (French-English) is required
• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Job Description

Job Description

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 2

Location(s): Brandon and surrounding area

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary :

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, IG Wealth Management, Corporate Channel role 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.

Responsibilities :

• 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.

Qualifications :

• 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") designation preferred or willing to actively pursue within first 2 years in role.
• Understanding of the industry, competitive landscape, and economic market issues.
• Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Job Description

Job Description

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 1

Location(s): Thunder Bay

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

Position Summary :

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, IG Wealth Management, Corporate Channel role 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.

Responsibilities :

• 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.
  
  

Qualifications :

• 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") designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Job Description

Job Description

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 3

Location(s): Terrebonne-Lachenaie

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary:

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, IG Wealth Management, Corporate Channel role 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.

Responsibilities:

• 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.
   

Qualifications:

• Mutual fund 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.
• Post secondary education 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") designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
• Bilingualism (French-English) is required
• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
  

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Job Description

Job Description

Referral Level: Level 2

Location(s): Edmonton, Alberta

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual funds licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary :

This position requires the successful candidate to be Mutual funds 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, IG Wealth Management, Corporate Channel role 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.

Responsibilities :

• 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.

Qualifications :

• Mutual funds 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.
• Post secondary education
• 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") designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Job Description

Job Description

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 2

Location(s):  Pointe-Claire

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed Licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary :

This position requires the successful candidate to be Securities 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, IG Wealth Management, Corporate Channel role 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. The advisors will provide nationwide support to advisors during vacation periods and absences to ensure continuous service.

Responsibilities:

• 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.
• Provide nationwide coverage during holidays, vacations, and any other ad hoc requests.
• Facilitate the transition of clients from the entrepreneurial channel to the corporate channel.

Qualifications :

• 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.
• Post Secondary Education in a relevant field
• LLQP and Provincial Licensing exam passed for Insurance required.
• Proficiency in the use of digital tools, including CRM and Financial Planning software
• Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting.
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
• Bilingualism (French-English) is required.
• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Job Description

Job Description

Advisor, IG Wealth Management, Corporate Channel

Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary :

This position requires the successful candidate to be Mutual fund licensed or Securities 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, IG Wealth Management, Corporate Channel role 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.

Responsibilities :

• 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.

Qualifications :

• 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.
• Post Secondary Education 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") designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

**Position Snapshot**
**Business areas:** Purina
**Job title:** Sales Channel Manager
**Location**: Mississauga ON located at 2500 Royal Windsor Dr, Mississauga ON L5J 1K8; Hybrid

**A little bit about us**
As a company made up of pet owners, we believe that pets and people are better together. If you share our passion for pets and you're looking for a career where you can take ownership, collaborate and contribute to challenging, satisfying and meaningful work, then you are the type of person we want at Nestlé Purina PetCare Canada. We are a leader in the pet care and pet nutrition industry, producing Canada’s best loved brands including ProPlan Veterinary Diets®, Pro Plan®, Purina ONE® , Beneful®, Beyond ®, Dog Chow ®, Cat Chow ®, Fancy Feast®, Friskies®, Tidy Cats®, and many more. Join us in enriching the lives of pets and the people who love them.

**Position Summary:**
Join Purina as a Sales Channel Manager. In this impactful role, you'll drive cross-functional collaboration to develop go-to-market strategies that meet our sales targets and customer needs. You'll conduct insightful analyses and gather field insights to inform decision-making across the organization. Plus, you'll lead the creation and execution of the Shopper Marketing plan for the Vet channel.

**A day in the life of a Sales Channel Manager:**

- Serve as the primary business partner with segment, marketing, and sales teams to develop and implement the Integrated Commercial Plan (ICP), ensuring alignment with consumer and customer opportunities for profitable growth.
- Align brands with shopper drivers by segment and channel, creating strategies to activate these drivers.
- Collaborate with marketing and sales to establish effective category and brand strategies, focusing on pricing, promotion, and channel optimization.
- Develop segment assortment strategies and provide recommendations for channel-specific launch plans, assessing launches through pre and post evaluations.
- Identify category and channel opportunities, ensuring brand strategy aligns with ICBP and Account Planning.
- Oversee commercialization of brand plans, creating selling stories for customer engagement.
- Provide input to Building Blocks and ensure strategies drive financial impact.
- Analyze market trends to inform portfolio development and create the NPP innovation story.
- Develop integrated category-building events to drive shopper demand and retailer support, aligning with shopper needs and paths to purchase.
- Lead activation and communication plans across marketing, sales, and supply chain, while identifying insights for major retailer initiatives.
- Guide the development of differentiated retailer plans and quarterly events for significant customers, identifying growth opportunities and providing recommendations for initiative development.

**Role Requirements**

- Completion of a University Degree in Business Administration with a focus on sales and marketing.
- Minimum 6-8 years in Sales, Marketing or MDO.
- Proven experience in leading the development of customer or brand business plans, including execution and assessment of those plans. We are looking for a candidate with strong future potential who can leverage their MDO experience and development to facilitate positive progression to the next level
- Intermediate Microsoft Word, Excel and PowerPoint.

We have a friendly, supportive team with a coaching and mentoring environment. There are real opportunities for future development and progression – this really could be a move towards the exciting career you’ve always wanted.

**Benefits**

- Comprehensive total rewards benefits package including Health and Dental benefits that start on day one of employment
- Company matched pension plan
- Three weeks of Vacation and four personal days (Personal Paid Holidays)
- Excellent training and development programs as well as opportunities to grow within the company
- Access to Educational Assistance & Tuition Reimbursement
- Bonus eligibility
- Gender affirmation benefits to ensure access to necessary care, resources, and coverage for gender-affirming procedures
- Fertility Services and Surrogacy Medical Coverage to support the pursuit of a path to parenthood regardless of medical conditions, gender or sexual orientation
- Adoption benefits to remove some of the financial barriers associated with adoption
- Access to the Discount Company store with Nestlé, Nespresso, and Purina products (Located across various Nestle offices/sites)
- Bring your dog to work!

**What you need to know**

We will be considering applicants as they apply, so please don’t delay in submitting your application.

Nestlé Canada is an equal-opportunity employer committed to diversity, equity, inclusion, and accessibility. We welcome qualified applicants to bring their diverse and unique experiences as a result of their education, perspectives, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, colour, religion, disability, sexual orientation and beliefs.

If you are selected to participate in the recruitment process, please inform Human Resources of any accommodations you may require. Nestlé will work with you in an effort to ensure that you are able to fully participate in the process.

# **LI-EW1**

#NestleSJ

Requisition ID:
190738
Career Group:
Corporate Office Careers
Job Category:
Digital Product Management
Travel Requirements:
0 - 10%
Job Type:
Full-Time
Country: Canada (CA)
Province: Nova Scotia; Ontario
City: Halifax, Mississauga
Location: Halifax Office (CIBC), Tahoe Office
Embark on a rewarding career with Sobeys Inc., celebrated among Canadau2019s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.
Our family of 128,000 employees and franchise affiliates share a collective passion for delivering exceptional shopping experiences and amazing food to all our customers. Our mission is to nurture the things that make life better u2013 great experiences, families, communities, and our employees. We are a family nurturing families.
A proudly Canadian company, we started in a small town in Nova Scotia but we are now in communities of all sizes across this great country. With over 1,600 stores in all 10 provinces, you may know us as Sobeys, Safeway, IGA, Foodland, FreshCo, Thrifty Foods, Lawtons Drug Stores or another of our great banners but we are all one extended family.
Ready to Make an impact?
We are looking for a Business Analyst within our Digital Product Management team to act as the detail driven partner who converts business ideas and data into clear business requirements with robust business cases and ensures smooth product delivery. In this role, you will work closely with internal stakeholders including product managers, loyalty, marketing teams, digital channels, IT solutions and external vendors to keep projects on track and ensure every roadmap decision is backed by evidence.
Hereu2019s where youu2019ll be focusing:
Requirements Gathering and Documentation
Work with stakeholders across marketing, loyalty, product and digital experience platform teams to gather and define business requirements for requests coming from these teams
Plan and run workshops with marketing and IT teams to capture business needs, validate and document these requirements
Maintain up-to-date documentation of requirements and related changes
Prioritization
Support product manager for prioritization by ensuring business revenue impact, effort and risk are documented
Keep the backlog current with change in priorities or business impact
Ensure transparency for stakeholders by creating dashboards and continuously keeping them up to date
Roadmap creation support
Assist Product Manager to translate strategy into a sequenced product roadmap
Maintain roadmap visuals, dependency maps, and quarterly OKRs alignment documents
Cross Functional Communication
Serve as a liaison between business stakeholders and technical teams, ensuring clear and effective communication
Support in change management processes and ensure that all impacted stakeholders are informed and prepared for new functionality or updates
Vendor evaluation and documentation
Help define vendor evaluation criteria and requirements
Create scorecards and support comparisons of vendors
Support product manager with findings and recommendation presentations.
Track contractual obligations, SLAu2019s and renewal timelines
Project Management & Collaboration
Assist in planning, execution and delivery of projects owned by Digital Product Management team
Collaborate with IT business partner and solutions team to ensure the solution designs meet business requirements
Coordinate cross functional activities and support product manager for ensuring alignment between business, technical and vendor teams
Monitor project risks, dependencies, issues and escalate when needed
Support project preparation of status updates, dashboard and stakeholder communications
Maintain project documentation, decision logs and status updates
Support user acceptance testing (UAT) and defect triage
Measurement
Monitor post-launch health metrics, collect feedback, and feed insights back into the roadmap
Work with internal and external stakeholders for enhanced tracking for various initiatives
#LI-CF2
#LI-Hybrid
What you have to offer:
Undergraduate degree in business or related field
Minimum 3+ years as Business Analyst, Product Analyst, or similar role
Strong communication skills with the ability to work across technical, business, and vendor teams
Experience participating in vendor selection, RFP/RFI processes, or supplier evaluations.
Skilled facilitator who can run workshops and cross functional sessions in a fast-moving environment
Ability to manage multiple projects and vendors while maintaining clear documentation and status updates
Experience building business cases and using prioritization frameworks
At Sobeys we require our teammates to have the ability to adhere to a hybrid work model that requires your presence at one of our office locations at least three days per week. This requirement is integral to our commitment to team collaboration and the overall success of our office culture.
We offer a comprehensive Total Rewards package, which varies by role and designed to help our teammates to live better u2013 physically, financially and emotionally.
Some websites share our job opportunities and may provide salary estimates without our knowledge. These estimates are based on similar jobs and postings for general comparison, but these numbers are not provided by our organization nor monitored for accuracy.
We will consider factors such as your working location, work experience and skills as well as internal equity, and market conditions to ensure the selected candidate is paid fairly and competitively. We look forward to discussing the specific compensation details relevant to this role with candidates who are selected to move forward in the recruitment process.
Our Total Rewards programs, for full-time teammates, goes well beyond your paycheque:
Competitive Benefits Package, tailored to meet your needs, including health and dental coverage, life, short- and long-term disability insurance.
Access to Virtual Health Care Platform and Employee and Family Assistance Program.
A Retirement and Savings Plan that provides you with the opportunity to build and add value to your savings.
A 10% in-store discount at our participating banners and access to a wide range of other discount programs, making your purchases more affordable.
Learning and Development Resources to fuel your professional growth.
Parental leave top-up
Paid Vacation and Days-off
We are committed to accommodating applicants with disabilities throughout the hiring process and will work with applicants requesting accommodation at any stage of this process.