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Senior Director, Financial Planning and Analysis - Québec, QC, Canada - IGM Financial
Description
Requisition ID Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2)IGM Financial Inc.
is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.
The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
Its activities are carried out principally through IG Wealth Management and Mackenzie InvestmentsUnder IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. At IG Wealth Management, our vision is to inspire financial confidence.
We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.
for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.
IG Wealth Management 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 Wealth Management's Corporate Channel is comprised of IG Wealth Connect and Corporate Channel advisors across the country, providing Entrepreneurial Consultants the ability to elevate their practices by focusing on in-depth financial planning and servicing the more complex needs of mass affluent and high-net-worth clients.
This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization.
The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's functions so that resources are managed, coached and supported efficiently.
The incumbent proactively manages divisional goals and long-term plans to align with the strategic objectives of the Corporation.Manage day-to-day functions for supporting Advisors across the Corporate Channel
Oversight of those responsible for assisting Advisors with the direct order servicing activities for registered and non-registered accounts.
Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
Develop, coach, motivate, mentor, support and manage performance for team through the change management process.Identify opportunities for business and process improvements and implement changes as developed by management team.
Ensure procedural, regulatory, compliance and departmental policies are followed by department members.
Provide guidance on system, process, servicing model dependencies and procedural design for the Corporate Channel strategy and assist AVP with executing strategies to achieve department objectives.
Operational mindset, solution orientated, an excellent problem solver with mastery in business planning, business drivers and numerical analysis.Performance-driven diligent worker with strong experience leading servicing teams
Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
Post secondary degree or diploma in business or a relevant field. French is an asset.
Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
Practical experience with a CRM and the Office Suite.
We thank all applicants for their interest in IG Wealth Management; IG Wealth Management 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.
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