Division: Business Development
Location: Winnipeg, Calgary, Vancouver
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: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional priorities into clear objectives and operational plans. You will also apply advanced financial, business development, recruitment, and project management expertise to achieve measurable results.
Reporting to the SVP, Business Development, Western Canada, you will oversee end-to-end EAO planning, execution, and stakeholder coordination for opportunities sourced by Area Vice-Presidents. You will build complex financial proposals and assess whether practices are viable to move to IG. You will also set priorities, address complex operational issues, and adapt processes to support consistent, high-quality, and timely onboarding outcomes across the Field Network and Head Office.
You will also support the sourcing, assessment, and onboarding of high-calibre financial advisors. With external advisors, you will use consultative selling and high-touch relationship management to communicate IG’s value proposition. You will help advisors see where their practice or approach may need to change, and you will secure commitments. Internally, you will educate and influence partners on when changes or exceptions to policies should be considered. You will also help shape marketing materials that better share the IG story.
Key Responsibilities - Financial Proposals & Practice Assessment
- Complete complex financial proposals and models that show what IG would be prepared to pay for a practice to move to IG, thinking creatively in the face of competitive challenges.
- Work with internal stakeholders to assess whether an external advisor practice is viable to move to IG.
- Help internal partners understand external practices, assess challenges, and seek approvals where needed.
- Educate and influence internal partners on the need to consider changes or exceptions to policies where appropriate.
- Candidate Sourcing & Recruitment
- Develop and execute targeted sourcing plans aligned with regional growth priorities and defined advisor acquisition criteria.
- Develop recruiting strategies and campaigns to support the Business Development team and RVPs in their recruiting efforts, and launch and execute these plans on behalf of the team.
- Build and actively manage a qualified pipeline of senior and growth-oriented advisors using market insights, referrals, and tailored outreach strategies.
- Assess candidate fit, business potential, and readiness; identify barriers and determine appropriate approaches to advance opportunities.
- Lead consultative discussions that position IG’s value proposition, address complex objections, and secure candidate commitment.
- Candidate Experience & Relationship Management
- Own the end-to-end candidate experience, providing proactive, high-touch support from initial engagement through onboarding.
- Serve as the primary relationship lead, establishing clear expectations and maintaining trust with candidates and internal stakeholders.
- Anticipate evolving needs, resolve complex concerns, and adjust priorities or approaches to sustain momentum and positive outcomes.
- Help advisors recognize where changes to their practice or behaviour may be needed to support a successful move to IG.
- Presentations, Materials & Executive Communication
- Maintain accurate records and synthesize candidate, pipeline, market, and project information into clear, executive-ready recommendations, approval materials, and regional presentations.
- Customize presentations and materials to reflect the makeup of each external candidate and their practice.
- Make strong use of AI tools to streamline the development and updating of materials.
- Influence the development of marketing materials to better share the IG story.
- Strategic Partnerships & Alignment
- Partner across Business Development, regional leadership, Operations, Advisor Onboarding, Legal, and Compliance to clarify roles, align priorities, and deliver shared objectives.
- Negotiate workable solutions regarding policies, procedures, timelines, and candidate requirements with stakeholders within and outside the function.
- Share market intelligence, stakeholder feedback, and recruiting insights to improve regional execution and inform national business development practices.
- Project Evaluation & Continuous Improvement
- Evaluate outcomes, stakeholder feedback, and operational data to identify root causes, risks, and improvement opportunities.
- Independently design and implement improvements to processes, tools, and ways of working, including non-traditional approaches where appropriate.
- Measure the effectiveness of changes, capture lessons learned, and embed sustainable practices across the team and partner groups.
- Enterprise Acquisition Offer (EAO) Project Management
- Establish EAO objectives, workplans, milestones, governance, and resource requirements aligned with functional priorities.
- Lead cross-functional execution across Business Development, Operations, Advisor Onboarding, Legal, Compliance, RVPs, SVPs, and Division Managers.
- Monitor pipeline activity, team deliverables, dependencies, and service standards; reprioritize work to achieve operational objectives.
- Identify and resolve complex onboarding and operational issues, modifying processes, plans, or tools within the area of responsibility as required.
- Assess and mitigate risks, escalate material issues with clear recommendations, and manage scope changes and approvals.
- Prepare and finalize EAO Committee Review materials and recommendations for SVP review and onboarding approval.
- Maintain EAO governance, documentation, and checklist discipline to ensure consistent execution and alignment between Business Development and Advisor Onboarding.
Required Qualifications
- Bachelor of Commerce in Business Administration and/or a combination of education and experience.
- 8+ years of progressive experience in financial services, business development, advisor recruitment, sales, or complex project delivery, including experience leading experienced professionals or coordinating work across senior cross-functional stakeholders.
- Advanced knowledge of business development, advisor recruitment, sales, project management, and onboarding practices within financial services.
- Strong financial acumen, with experience building complex financial proposals and models.
- Demonstrated ability to translate functional priorities into team goals, operational plans, and measurable outcomes.
- Proven success leading experienced professionals, managing performance, providing feedback, and developing team capability.
- Strong critical thinking and judgment, with the ability to independently resolve unusual or complex operational issues and modify processes, systems, or approaches.
- Ability to build trusted relationships, assess stakeholder needs, apply business insight and data, and adjust priorities as needs evolve.
- Strong negotiation and influencing skills to achieve alignment on policies, procedures, timelines, and practices across functions.
- Excellent written and verbal communication, including the ability to convey challenging messages with emotional intelligence and prepare executive-ready recommendations.
- Demonstrated ability to lead complex, cross-functional initiatives, manage risk and scope, and maintain high standards for quality and delivery.
- Commitment to continuous improvement, learning agility, and supporting teams through change, ambiguity, and evolving priorities.
- Proficiency using AI tools to streamline the creation of presentations and materials.
- Proficiency in maintaining project documentation, managing pipelines, and using data and workflow tools to improve stakeholder and onboarding outcomes.
The expected annual base salary range for this role is $120,000 - $150,000 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.
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).
- Opportunity to attend multiple client events throughout the year
- Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)
- In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country)
- Any other Benefits which you have worked out with HRBP, Employment practices and Benefits team can be put on this.
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.
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
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 November 12 2026.
