IG Gestion de Patrimoine - Profil
Achieving true financial well-being
At the heart of it, we recognize that your financial needs are interconnected. So our process goes deeper and broader than the approach most people have experienced with other financial advisors. It starts with a very open and honest discussion - the more genuine the conversation, the more impact you’ll get from us. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and for your family, and then follow up with a comprehensive analysis of your overall financial well-being.
Your well-being is determined by how effectively your plan addresses six major financial needs:
-Securing your future
-Preparing for surprises
-Planning for major expenses
-And if relevant, evolving your business
We take a personalized, holistic approach because every decision made in one of these areas may open opportunities or present challenges in another. Only when your financial needs are truly interconnected and synchronized, can you be sure you’re getting the most out of your money and achieving true financial well-being.
Focus on you
Manage your financial plan and investments with a total focus on your personal goals and financial strategy.
Your success is our ultimate goal. We will provide clear financial guidance to help you gain greater visibility and control.
Keep you informed
We will be transparent with our fees, and provide you with ongoing updates tracking your progress towards your goals.
Though our approach is sophisticated, the way we explain it is not. You can expect excellent and ongoing service on many levels.
Committed to the community
Our people invest their time, skills and passion in making our community the very best now and for the future.
For over 90 years, we have been providing Canadians with unique, comprehensive financial plans – an integral part of their financial future – helping them get more out of their money, so they can get more out of life.
This approach to financial planning consists of helping our clients:
-Save for what matters most
-Live the lifestyle they want in retirement
-Purchase a new home
-Leave a legacy for those they care about
-Minimize their taxes
-Protect their families from the unexpected
Discover two career paths that bring this approach to Canadians:
Help Canadians achieve their financial goals. Build a business working directly with clients – developing relationships, providing comprehensive financial plans, and helping them achieve their financial goals.
Take charge of your career in an entrepreneurial environment that gives you industry-leading training and support, flexibility and unlimited income potential. Ready for a change?
Explore multiple opportunities with our corporate team. Grow your career with a leading organization - focused on supporting people in communities across Canada, and playing an intricate role in improving our clients' financial well-being.
This is a full-time opportunity to establish a variable-income and self-employed business in association with Investors Group. Submissions are subject to an initial and ongoing review process. Investors Group offices are located in all provinces and territories in Canada. Please submit your Résumé/Application only to one office.
Investors Group is committed to providing an equal opportunity environment where individuals with disabilities will be accommodated in accordance with applicable legislation.
Over 1 million
IG Wealth Management Clients
1 paid volunteer day per year available to every IGM employee
employees across IGM
CDP A List
position earned, IGM recognized as top 5 in Canada for our work tackling climate change through disclosure
of Advisor practices hold the CFP or F.PI. designation, or are enrolled in the program
raised as the first national sponsor for the IG Walk for Alzheimer’s with 300 walks and 25,000 volunteers
Top Reasons to Work for IG
Growth & Development
We offer financial support and achievement awards to inspire continuous career development and support performance goals.
Through Imagine Canada’s Caring Companies program, we contribute at least 1% of our average annual pre-tax income to local communities.
IG Empower Your Tomorrow
We are committed to helping Canadians build a better financial future for themselves.
Diversity & Inclusion
As a strategic priority, diversity and inclusion enables our practices, policies and approaches to be inclusive to all.
Your Opinion Matters
Gallup, our annual employee engagement survey, identifies strengths and opportunities to improve business outcomes.
We Care About Our Planet
Through waste management, travel, energy conservation and more, we’re dedicated to reducing our environmental footprint.
We inspire financial confidence by helping our clients improve their financial well-being and achieve their goals.
We offer competitive salaries, a pension plan, employee share purchase plan and other benefits to employees.