Director, Corporate Channel

IGM Financial; Toronto; Hybrid; CAD 121,500 - 157,000; Full time

Benefits offered by this job

Annual short-term incentive

Health and well-being benefits

Retirement plan

Paid time off

Career development

Employee Share Purchase Plan

Job summary

IGM Financial’s IG Wealth Management division seeks a Director, Corporate Channel to lead a team of Advisors delivering financial planning, investments, mortgages, banking and insurance services to mass affluent clients. The role emphasizes servicing existing clients (85%) with growth (15%) in assigned markets.

The position reports to the Vice President, Corporate Channel and requires strong leadership, coaching and performance management across a distributed team.

Qualifications

• 7–10 years of experience in the financial services industry.
• 2+ years in people leadership.
• Post secondary degree in business or a relevant field.
• IFIC Mutual Fund/Canadian Securities Course or Insurance equivalent preferred.
• Financial services designations preferred (CFP, CLU, CFA, CA, CMA).
• Mutual fund, mortgage and/or insurance industry experience.
• Strong sales management and coaching abilities.
• Proficiency with digital tools including Microsoft Office, Salesforce and Living Plan Portal.

Responsibilities

• Lead a team of Advisors providing financial planning, that includes investments, mortgages, banking and insurance, with 85% focus on servicing existing clients and 15% on growing the client base.
• Coach Advisors in client meetings and use of LPP and IGWM tools to optimize client experience.
• Ensure service standards in client transitions and ongoing service.
• Conduct regular coaching sessions and drive career progression.
• Support advisors in client meetings as required.
• Oversee annual performance management cycle for Advisors.

Skills

People leadership

Sales management

Financial planning

Presentation skills

Communication skills

Education

Post secondary degree in business or related field

Tools

Microsoft Office

Salesforce / Advisor Portal

Living Plan Portal (Conquest)

Job description

Career Opportunities: Director, Corporate Channel (14166)

Requisition ID14166-Posted07/29/2026- Location (1) -Canada- Province of Job Posting (1) - Career Site (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.

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.

The Dedicated Advice Channel provides superior financial planning, advice, and well-being for mass affluent Canadians. In this role you will be part of the IG Wealth Management. Reporting to the Vice President, Corporate Channel, theDirector, Corporate Channel leads a team of Advisors who provide financial planning advice, that includes investments, mortgages, banking and insurance, and outstanding client servicing to a segment of mass affluent clients in their assigned market area with a balance of 85% focus on servicing existing clients and 15% on growing the client base. TheDirector, Corporate Channelis responsible for long-term growth, advisor productivity, and overall business results.

Responsibilities:

• Talent acquisition - Partner with the Talent Acquisition team to recruit and onboard high performing advisors focused on client service excellence through financial planning Coaching and performance management
• 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 Effective execution and change management
• 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 Client and Advisor focus
• 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

Qualifications:

• 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

The expected annual base salary range for this role is 121,500 - $157,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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

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.