Bilingual Business Development Associate

IG Wealth Management View all jobs

Toronto, ON Montreal, QC
$42,000-62,000 per year
Permanent
Full-time

1 month ago

Division: IG Investment SolutionsLocation: Toronto or MontrealIGM 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.IG Wealth Management is currently accepting applications for the position of Business Development Associate (Inside Sales) in Toronto, ON., reporting to the AVP, inside Sales & Strategy.The successful candidate's primary responsibilities will include but not limited to:

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

The following qualifications will assist the successful candidate in carrying out these responsibilities:

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. 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

Limited travel required

Attitudes:

Driven and high energy
Solution oriented
Coachable - Asks for feedback and acts on it

Puts team first
Creative
Curious and questions
Adaptable to change
Sets aggressive goals and targets

Innovates
Confident yet humble
Resilient
Shares ideas

a) Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.b) As this position is posted in Montréal, Toronto, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.The expected annual base salary range for this role is $42,000 - $62,000, 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 PlanWORK 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 toWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.Please apply before March 6, 2026.#LI-KN1#LI-KN1

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