Division: Sales & Distribution
Location: RO-36 Kingston Quinte Isles, ON
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 Role: 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.
This role goes beyond traditional administrative support. The successful candidate will serve as a trusted operational partner to the Regional Vice President, helping coordinate key initiatives, support recruiting efforts, leverage technology, improve processes, and contribute to the success of a growing wealth management region. Success in this role comes from taking ownership, building strong relationships, embracing new technology, maintaining exceptional organization, and finding solutions that help others succeed. The individual who thrives in this role is proactive, resourceful, detail-oriented, and motivated to act as both a trusted partner and a force multiplier for leadership.
Executive & Leadership Support
- Act as a trusted partner to the Regional Vice President, providing proactive administrative and operational support.
- Coordinate schedules, meetings, communications, travel arrangements, and administrative priorities.
- Maintain systems for tracking priorities, action items, deadlines, and commitments to ensure timely execution and follow-through.
- Help create the capacity required for leadership to focus on strategic initiatives, advisor development, recruiting, and regional growth.
Regional Operations & Reporting
- Develop, maintain, and analyze reports that support business decision-making and operational effectiveness.
- Monitor key regional activities and assist in tracking progress toward business objectives.
- Organize information, identify trends, and support leadership by transforming data into meaningful business insights.
- Provide timely, accurate information and insights to support leadership planning and execution.
Recruiting & Growth Coordination
- Support recruiting initiatives across the region by coordinating candidate communications, scheduling, events, and follow-up activities.
- Assist in maintaining momentum, visibility, and accountability around recruiting priorities and growth initiatives.
- Coordinate activities involving regional leadership, advisors, candidates, and corporate partners.
Technology & Process Improvement
- Learn and leverage technology platforms that support regional operations and productivity.
- Identify opportunities to streamline workflows, improve processes, and increase efficiency.
- Support the adoption of reporting tools, workflow automation solutions, AI-enabled productivity tools, and emerging technologies.
- Assist with the use and continuous improvement of regional technology, reporting, and business management processes.
Event & Project Coordination
- Coordinate regional meetings, advisor development sessions, recruiting events, and business-building activities while helping deliver professional and memorable participant experiences.
- Manage logistics, registrations, communications, materials, budgets, and follow-up activities.
- Support special projects and regional initiatives from planning through execution.
Relationship Management
- Build strong working relationships with advisors, leadership team members, corporate partners, candidates, and external stakeholders.
- Serve as a professional and reliable point of contact across the region.
- Exercise discretion, professionalism, and sound judgment while handling sensitive and confidential information.
- Contribute to a positive, collaborative, and high-performance culture.
Qualifications
- Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry
- Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
- Service oriented with strong relationship management skills
- Ability to work independently and as part of a great team
- Ability to handle confidential information in a tactful and professional manner
- Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required
- Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
- Flexible and able to perform in a fast paced, changing environment
- Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required
The expected annual base salary range for this role is $61,000 - $76,500, 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.
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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to
https://www.ig.ca/en/careers
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.
Please apply before October 2 2026.
