Location: Central Ontario (Barrie, Brampton)

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 a member of our Strategy, Advisor & Client Experience team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.

This role focuses on delivering hands‑on training and front‑line support to advisors and their teams on Digital Advisor Platform applications, with the primary goal of improving practice productivity, efficiency, and client experience through effective technology adoption. As part of the Practice Technology team, the Manager, Practice Technology (MPT) acts as a trusted partner to the field—working closely with advisors, regional leadership, and internal business partners to translate digital capabilities into practical, everyday workflows.

Key Responsibilities:

• Deliver hands‑on training, coaching, and front‑line support to advisors and their teams on Digital Advisor Platform applications to drive strong adoption, productivity, and an enhanced client experience.

• Act as a trusted technology partner to advisors and regional leadership by translating digital tools and features into practical, day‑to‑day workflows tailored to individual practices.

• Provide proactive enablement through targeted coaching sessions, regional training, and onboarding support for new advisors and teams.

• Drive continuous improvement by capturing field feedback, identifying adoption challenges, and collaborating with internal partners to inform digital enhancements and readiness activities.

• Build strong, collaborative relationships with advisors, regional teams, and internal stakeholders to support change management and evolving business priorities.

• Maintain accurate activity tracking, documentation, and reporting to support visibility, accountability, and ongoing optimization of support.

Required Qualifications:

• Post‑secondary education or equivalent professional experience in business, technology, training, financial services, or a related field.

• Experience delivering training, coaching, or enablement in a professional, client‑facing, or field‑based environment.

• Strong working knowledge of digital tools, with the ability to quickly learn and adapt to new technologies.

• Excellent communication and presentation skills, with confidence delivering one‑on‑one, small group, and regional training.

• Strong relationship‑building skills and advisor‑focused mindset.

• Highly organized and self‑directed, with the ability to manage multiple priorities, document activities, and follow through consistently.

Preferred Qualifications:

• Experience in financial services, wealth management, or a regulated business environment.

• Experience supporting technology adoption, change management, or business transformation initiatives.

• Bilingual (English/French) capabilities considered an asset.

• Digital Advisor Platform applications include Advisor Portal (Salesforce), Tableau, Online Access (Client Portal), Digital Forms (Salesforce/DocuSign), Citrix, Transact, Living Plan Portal (Conquest Planning), Investment Portal (CapIntel), ClearEstate, interVal, Life Design Analysis, nesto, MS365, IG University Campus (SAP Success Factors), social selling applications, plus other applications added to the DAP in future. (Note: LPP training will be limited to non-planning support, including LPP plan setup and report generation).

The expected annual base salary range for this role is $86,500 - $105,000, 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).

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 to https://www.ig.ca/en/careers

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.

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

Please apply by June 2nd 2026

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