Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec City

IG Gestion de patrimoine; Quebec; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Benefits

Pension

Bonus

Job summary

IG Wealth Management, part of IGM Financial, seeks Corporate Channel Advisors across Canada. You will deliver holistic financial planning and investment guidance, supporting IG Living Plan for high-net-worth and mass-affluent clients.

This mostly remote role offers a base salary, bonus, benefits and pension, with occasional regional office collaboration. Hybrid work model enables three days in office and two days remote.

Qualifications

• Mutual funds licensed and licensed to sell investment products.
• 3+ years of client-facing financial planning experience.
• University degree in a relevant field.
• CFP or Financial Planner designation preferred or willingness to complete.
• LLQP and provincial licensing approvals to be completed within 60 days.
• ETF approval for trading completed.

Responsibilities

• Provide holistic financial plans addressing goals, tax, retirement, risk, and estate planning.
• Identify opportunities to deepen client relationships within regulatory guidelines.
• Support approximately 85% of time servicing existing clients and 15% on growth.
• Improve service levels using IGWM’s digital tools.
• Manage daily priorities and respond to client inquiries and proactive campaigns.
• Use reporting and analytics to identify future business opportunities.

Skills

Mutual fund licensed

Proven client-facing experience

CFP or Financial Planner designation

Education

University degree in a relevant field

LLQP & Provincial Licensing exam (Insurance)

ETF trading approval completed

Tools

CRM software

Financial Planning software

Job description

Location: Quebec City 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.

Division: IG Sales and Distribution Location: Quebec City 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.

Position Summary

This position requires the successful candidate to be Mutual fund licensed.

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!

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.
• 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