IG Wealth Management is a leading wealth and asset management company in Canada, providing comprehensive financial planning and investment services. The Business Development Associate role focuses on territory management, scheduling events, maintaining client information, and supporting the sales team with operational tasks.
Responsibilities
- Overseeing the territory management by preparing/maintaining/forecasting sales coverage
- Scheduling and/or coordinating territory/corporate events, branch meetings and portfolio manager presentations which includes sending invitations, booking venues, catering and confirming attendance
- Maintaining all client related information in our CRM database
- Preparing correspondence and territory emails
- Sorting and prioritizing incoming emails, answering/redirecting calls, responding to inquiries/requests
- Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team
- Facilitating weekly team meetings with a prepared agenda
- Booking all travel including air, hotel and transportation for the sales teams
- Preparing/presenting monthly internal team reports to the National Sales Leadership team
- Processing the sales teams expenses and cheque requests
- Implementation of business processes to ensure efficiency and consistency of territory management
- Team operational support with a strong focus on attention to detail and time management
Skills
- Excellent interpersonal, written, and oral communication skills
- Excellent interpersonal, judgment and decision-making skills
- Thorough knowledge of securities industry and particularly of the public and private markets and how they relate to Investment Solutions such as, mutual funds, ETFs, OMs, SMAs
- Excellent knowledge of IG Wealth Management Solutions and distribution channels
- Excellent time management skills with the ability to schedule time to work on the business
- Ability to exercise sound judgment in responding to inquiries and servicing of Advisors
- Good knowledge of all Microsoft suite of products and Salesforce
- Successful completion of CSC or IFIC
- Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec
- CIM, CIMA, CFA, CFP are assets but not required
- Preferably 1-2 years of financial industry experience, preferably at an asset management and/or wealth management firm
Benefits
- Competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
- Competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- Voluntary Defined Contribution Pension Plan
- Paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- 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).
Company Overview
- IG Wealth Management is a company which provides Investment, Retirement, Insurance, Financial Planning & Tax Planning services. It was founded in 1926, and is headquartered in Winnipeg, Manitoba, CAN, with a workforce of 5001-10000 employees. Its website is https://ig.ca.