Bilingual Business Development Advisor, Insurances - IG Wealth Connect

IG Gestion de patrimoine; Quebec; Hybrid; CAD 85,000 - 130,000; Full time

Benefits offered by this job

Health & dental coverage

Employee Share Purchase Plan

Hybrid & flex work

Job summary

IG Wealth Management, a leading Canadian wealth and asset management firm, seeks a licensed Advisor for its Corporate Channel. The role focuses on proactive planning, holistic financial guidance, and delivering value to IG clients across a primarily remote setup with optional regional office collaboration.

Ideal candidates hold mutual fund licensing, LLQP, and provincial licensing, with 3+ years of client-facing financial planning experience.

Qualifications

• Relationship and sales skills demonstrated.
• University degree in a relevant field.
• ETF trading knowledge is a plus.

Responsibilities

• Provide holistic financial plans considering goals, taxes, retirement, risk, and estate planning with focus on Insurance.
• Deepen client relationships while following regulatory guidelines.
• Center servicing on existing clients with growth activities by Marketing team.
• Leverage IGWM’s digital tools to improve efficiency and service levels.
• Manage day-to-day client contacts and proactive campaigns.

Skills

Relationship skills

Sales skills

Financial planning

Education

University degree

ETF trading knowledge

CLU/CFP preferred

Tools

CRM

Financial planning software

Job description

Location: Québec

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: Sales and Distribution

Location: Québec

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 and Insurance 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 with a specific focus on Insurance needs
• 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
• LLQP and Provincial Licensing

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
• ETF approved for trading completed.
• Proficiency in the use of digital tools, including CRM and Financial Planning software
• Chartered Life Underwriter (CLU) or Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred
• 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.

The expected annual pay range for this position is 85,000 - 130,000, which includes base salary and target variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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

Benefits

• 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, WorkPerks 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).

IGM 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.

IG 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.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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