Regional Vice President IGWM Sales

IG Wealth Management; Kelowna; On-site; CAD 460,000 - 500,000; Full time

Benefits offered by this job

Competitive compensation

Employee benefits & insurance

Retirement savings plan

Hybrid & flex work

Inclusive culture & diversity

Job summary

IG Wealth Management is seeking a Regional Vice-President to support Advisors, grow practices, and lead a high-performing regional team in Kelowna and the BC Interior. You will attract talent, drive client acquisition, and collaborate with Head Office to ensure compliance and sustainable growth.

You will foster a culture of accountability, coaching, and innovation while delivering strategic direction, region finance management, and community engagement to strengthen IG Wealth Management’s

Qualifications

• University degree in a relevant field.
• 10+ years’ experience within the financial services or a related industry.
• Mutual Fund Licensed or Securities Licensed.
• CFP designation (or commitment to earn CFP).
• Branch Manager Certification preferred (will be required upon hire).
• Financial Services Designations preferred (CLU, CFA, CA, CMA etc.).
• Excellent communication skills (written, verbal, and presentation).
• Excellent interpersonal, listening and support skills.
• Proven strategic planning and business planning ability.

Responsibilities

• Recruiting & onboarding support for new candidates
• New client acquisition - focused on mass-affluent and high net worth clients and business owners
• Technology and innovation adoption support and management
• Region leadership and mentoring
• Performance and personal development coaching
• Establishing a respectful workplace and promoting/creating a diverse and expansive culture
• Region finance management
• Strategic teaming and advisor planning efforts related to succession planning, building teams, etc.
• Fostering and promoting a culture for advisor growth and development
• Increasing local brand awareness
• Community support and involvement
• Strong compliance culture and education practices
• Ensuring adherence to corporate policies

Skills

Recruiting

Client Acquisition

Technology Adoption

Engaging/Inspiring

Strategic Mindset

Effective Execution

Advisor Development

Adaptability

Accountability

Effective Communication

Education

University degree in a relevant field

CFP designation (or commitment to earn CFP)

Mutual Fund Licensed or Securities Licensed

Branch Manager Certification

Financial Services Designations (CLU, CFA, CA, CMA)

Job description

Location: Kelowna and BC Interior 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 & Distribution

Location: Kelowna and BC Interior

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

The Regional Vice-President role is focused on supporting Advisors in growing their practices, leading an expansive culture within their regions, attracting new talent, and representing IG Wealth Management within their communities.

The Regional Vice-President is responsible for long-term growth, productivity, and overall sales results of their region through the attraction, acquisition and retention of both clients and top Advisor talent alike, while leading and providing strategic direction on all aspects related to the operations and management of their local IG Wealth Management regional office.

With the support of Head Office and Distribution (Sales) Leadership, the Regional Vice-President assists their management team and Advisors to meet and exceed performance standards while abiding by industry and internal compliance regulations, acting both ethically and most importantly in the clients’ best interests.

Core Activities

• Recruiting & onboarding support for new candidates
• New client acquisition - focused on mass-affluent and high net worth clients and business owners
• Technology and innovation adoption support and management
• Region leadership and mentoring
• Performance and personal development coaching
• Establishing a respectful workplace and promoting/creating a diverse and expansive culture
• Region finance management
• Strategic teaming and advisor planning efforts related to succession planning, building teams, etc.
• Fostering and promoting a culture for advisor growth and development
• Increasing local brand awareness
• Community support and involvement
• Strong compliance culture and education practices
• Ensuring adherence to corporate policies

Critical competencies

• Recruiting - Partners with the Business Development Team to develop a recruiting culture passionate about building impactful Advisor teams and attracts top quality industry candidates and strong business candidates.
• Client Acquisition - Plays a key role to support the attraction and acquisition of new High Net Worth client and business owner prospects by offering unique skills and laying out a clear and outstanding value proposition for both the Advisor and the prospective client by promoting the bench strength of the IG Wealth Management specialist and support teams and their resources.
• Technology Adoption Champion - Early adopter of all new technology and innovation initiatives that impact Advisors and Clients. Monitors, promotes, educates, and engages the region on all new technologies affecting the advisor network.
• Engaging/Inspiring - Conveys trust in people’s ability to do their jobs; creates a feeling of energy, excitement, engagement, and personal investment, inspires others to excel; recognizes phenomenal performance and champions new insights.
• Strategic Mindset - Thinks critically; understands implications of decisions; translates concepts into practical application; knows how to optimally operate within the organization by keeping people informed and engaged through education and awareness.
• Effective Execution - Organizes and leads Advisors to achieve key goals and objectives considering both business strategy and the achievement of successful client outcomes.
• Advisor Development - Champions the importance of a passionate team with diverse strengths. Effectively trains, coaches and mentors Division Managers build successful practices while supporting and promoting a broad and respectful culture within their divisions and the office.
• Resiliency/Adaptability - Reacts to change, ambiguity and uncertainty with confidence and openness. Solicits and acts on feedback and learns from experience. Creates a supportive environment to foster healthy and successful change and adoption.
• Accountability - Accepts responsibility for one’s own performance and actions; follows through on commitments; is a strong self-manager; focused and organized; treats others fairly and consistently.
• Effective Communication - Listens attentively and with emotional intelligence, modifies messaging to meet the needs of the audience, keeps people up to date with information; speaks and writes clearly and concisely; encourages others to express their views with engaging public speaking abilities.

Qualifications And Experience

• University degree in a relevant field
• Previous management experience (preferably in leading large teams)
• 10+ years’ experience within the financial services or a related industry
• Mutual Fund Licensed or Securities Licensed
• CFP designation (or commitment to earn CFP)
• Branch Manager Certification preferred (will be required upon hire)
• Financial Services Designations preferred (CLU, CFA, CA, CMA etc.)
• Excellent communication skills (written, verbal, and presentation)
• Excellent interpersonal, listening and support skills
• Proven strategic planning and business planning ability

The expected annual pay range for this position is $460,000 - $500,000 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, long-term incentive, health and well‑being benefits, retirement and savings plan, paid time off and career development.

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, and 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.

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

Please apply before September 25 2026.