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Regional Director - Ontario Northeast At IG Wealth Management

Location: North Bay, Ontario

Job Description

The role of a Regional Director at IG Wealth Management is a truly unique opportunity to run a geographic region as your own business with full network support and the ability to leverage resources from a corporate infrastructure. The Regional Director works as part of the National Distribution Leadership Team to manage and provide strategic direction on all aspects of their IG Wealth Management region office. As the first line contact with the Financial Advisor network; you are responsible for long-term growth and productivity of each Advisor within the regional office as well as playing a critical role in talent acquisition to build and strengthen your team of Advisors. The Regional Director’s direction, operations, and activities have a significant influence on the success of the region office overall and are expected to align with corporate guidelines and mandates. With the support of Head Office and Senior Distribution Leadership, the Regional Director assists their Management Team (Division Directors) and Financial Advisors to meet performance standards while abiding by industry and corporate compliance regulations, acting both ethically and most importantly in the client’s best interests. The ideal candidate for this role has strong sales leadership acumen, financial industry experience and proven success as a trailblazer, attractor and business-driver. The Regional Director reports directly to the Senior Vice-President, Financial Services.

Core activities of the role will focus on:

  • Sales Leadership
  • Client Acquisition Strategy and Event Execution
  • Financial Advisor Network Development
  • Entrepreneurial Business Management
  • Talent Acquisition and Development
  • Operations Management
  • Personal/Professional Development/Education
  • Team Building, Recognition, Key Driver of Culture and Community

Selection Criteria/Qualifications:

  • University degree in a relevant field
  • Previous Management experience (preferably in managing large teams)
  • 5+ years’ experience within the financial services or a related industry
  • CFP designation (or on track to earning a CFP)
  • Branch Managers certification preferred
  • Financial Services Designations preferred (CLU, CFA, CA, CMA etc.)
  • Excellent communication skills (written, verbal & presentation)
  • Excellent interpersonal skills
  • Entrepreneurial drive and ambition
  • Proven track record as a sales leader
  • Proven strategic planning/business planning ability

IG Wealth Management, formerly Investors Group, is part of IGM Financial, under the Power Financial Group of Companies umbrella. IGM Financial has over $150B in assets under management and serves millions of clients across the country. IG Wealth Management has been serving Canadians for over 90 years, with a current network of over 2,000 advisor teams, managing over $90B in assets for our valued clients. In an effort to support and build-up the communities in which we exist and do business, IG has a strong charitable focus and has dedicated over $70M in community funding to important causes that affect their clients and Canadians.

IG Wealth Management has undergone an incredible transformation and rebrand to better serve our clients and support our Financial Advisor network over the past 18-24 months. As a result, IG has implemented many new initiatives focused around digitization and innovation to improve both the client and advisor experience for today and for many years to come.

Financial Planning is at the core of what we do, the IG Living Plan is our fully synergic and integrated approach to full and complete financial planning for our clients. As of November 2017, IG is the financial institution with the greatest number of CFP certified advisors across the country. In fact, all IG advisors will be CFP (Certified Financial Planner) certified by the end of 2020.

To learn more about the new IG Wealth Management, please visit our website, YouTube Channel and Facebook page.

We appreciate your interest in IG Wealth Management.


We thank you for your interest, however only those candidates selected for interviews will be contacted.