Unlock your potential.

Become an IG Wealth Management Consultant.

Welcome Change.

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 2 | I G W E A LT H M A N AG E M E N T

Valerie Chartier
IG CONSULTANT SINCE 2017

Welcome to an
exciting career.
Welcome Change.

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Become an IG Wealth Management Consultant.

At IG Wealth Management, our expertise goes far beyond
managing investments, and looks at our clients’ lives through
comprehensive financial planning.
For nearly a century, we’ve prided ourselves on putting our clients’ financial well-being at the
heart of everything we do. We provide fully personalized, comprehensive planning that considers
all aspects of our clients’ financial lives. We are #1 ranked by the Financial Planning Standards
Council, in terms of number of CFP or F.Pl. designations held by IG Wealth Management
Consultants*, and each of our 3,700 IG Consultants has direct access to the expertise of the
IG Wealth Management team.

From coast to coast, and from large cities to rural communities, IG Consultants ensure that the
financial advice they provide is always synchronized to the individual circumstances, goals and
needs of our clients — we call it the IG Living Plan™.

Our holistic approach is built on implementing tax efficient strategies that span six key
dimensions of financial well-being: cash flow management; retirement planning; preparing for
the unexpected; major expense planning; estate planning; and maximizing business success.

As one of our wealth management professionals, you will be our clients’ dedicated and trusted
partner throughout their lives and across generations, by providing more than just investment
plans. You will:

• Enable financial well-being, instill confidence, and help clients prepare for the unexpected.
• Select high-quality investment products to help clients achieve their goals.
• Access an unparalleled team of experts to support you.

With your expertise, clients can embrace all of life’s possibilities.

And with a career at IG Wealth Management, so can you.

* Financial Planning Standards Council, November 2018.

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Building a practice at IG Wealth Management.

IG Wealth Management Consultants rely on their entrepreneurial spirit and drive to grow a
business while keeping our clients’ interconnected financial needs at the core of everything
they do. Consultants receive one-on-one mentorship, practice support tools and access to
experts that help our clients achieve financial well-being for themselves and their families.

Access to a suite of Accommodation of existing client assets.

world-class investments.
You will build clients’ portfolios through exclusive access
to a suite of institutional-quality investments that are
beyond the reach of typical investors. To deliver the
optimal portfolio experience for our clients, we’ve forged
partnerships with some of the world’s leading
third-party asset managers.
We strive to make the transfer of existing client assets as
seamless as possible by utilizing our nominee platform
for in-kind transfers. Clients can also keep their existing
portfolios if that aligns with their best interests.
Exceptional income potential.
IG takes a transparent and objective approach
to compensation.

• IG Consultants earn a commission on new business

generated and a residual income based on the assets
they manage. As our clients’ financial results improve,
so do yours.

• Our Consultant compensation program is competitive.

More importantly, it’s unlimited.

• To ensure Consultants offer the best recommendations

Leading edge technology.
IG Consultants have access to
industry-leading platforms for practice
management and financial insights.
With more effective and efficient tools,
you can spend more time building robust
wealth management plans.
for their clients, IG pays the same compensation on all
managed asset classes and portfolio solutions.*
• Approximately 75% of Consultants with 4 years of
tenure have practice revenue greater than $100,000.
The average revenue is $246,000.
Launching fall 2019
*M
 utual funds, pooled funds and ETFs are compensated at the same rate. Cash and individual
securities are addressed separately.

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Meet our Consultants.

When you are an IG Consultant, every day will present a new opportunity to focus on solutions
that instill confidence and help clients embrace life’s possibilities. Read what our Consultants say.

Valerie Chartier FORMER ADVISOR WITH COMPETITIVE FIRM

IG CONSULTANT SINCE JUNE 2017
BOISBRIAND, QC

“IG helps consultants reach the peak of their potential, personally and professionally. With the
support of a dedicated team of specialists, I help my clients reach their financial goals, while having
balance and flexibility in my career.”

Hash Assad JOINED AFTER GRADUATION

IG CONSULTANT SINCE OCTOBER 2004
CALGARY, AB

“I joined IG as a new graduate and chose to build my career here because of the mentorship
and opportunities for growth. This is a supportive culture with industry experts that benefit
Consultants and the clients we help succeed with holistic financial planning advice.”

Mia Karmelic FORMER CLIENT RELATIONS ASSOCIATE

IG CONSULTANT SINCE JUNE 2012
TORONTO, ON

“I knew that I would get the support and training I needed to be successful. The regional
management team at IG took the time for training, and encouraged me to step outside of my
comfort zone to foster the successful growth of my business.”

Andy Lodge FORMER LAWYER

IG CONSULTANT SINCE JANUARY 2018
SAINT JOHN, NB

“I really thought I would be practicing law for the rest of my life. One of the things that persuaded
me to consider IG were the tangible benefits of business development. IG lets me put my most
marketable traits to work for my clients.”

Jason Blucke FORMER JUNIOR A HOCKEY PLAYER

IG CONSULTANT SINCE JUNE 2008
KELOWNA, BC

“I interviewed with some major firms and chose IG. They offered the best training and mentoring
programs and the flexibility to help clients in a number of different areas. I keep my own schedule,
run my own business, and have a planning-first focus.”

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 6 | I G W E A LT H M A N AG E M E N T
Build more value
into your practice.
Our approach to wealth management goes beyond
investments. That’s why IG Consultants have
access to a dedicated Advanced Financial Planning
team at no additional expense.
Our diverse team of accountants, lawyers,
and PFP specialists deliver answers on:
• U.S., corporate, and personal tax planning
• Executive compensation arrangements
• Charitable and legacy giving
• Business succession strategies
• Estate planning, and more
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Tap into our professional
expertise and resources.
While you build a practice, you can count on a team of experts
for value-added advice. Our Regional Office Specialist Network
offers expertise to cover a client’s complete financial life,
including insurance, mortgages, and portfolio management.
Practice support and IG University.
IG University offers training programs, continuing education
courses, Consultant coaching, and partnerships with leading
practice management firms. For established practices, our
Private Wealth Management Team provides dedicated
coaching to improve your productivity and profitability.
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Ongoing training About IG Wealth Management.

and practice support. IG Wealth Management is part of the Power Financial
The CFP / Pl. Fin. certification is the financial Corporation Group of Companies, one of Canada’s largest
planning industry’s gold standard. In fact, and most respected corporations. Since 1926, we have been
IG has the highest number of CFP-certified providing Canadians with holistic financial planning services
Consultants in Canada. And it is our mission that instill financial confidence and allow our clients to embrace
to ensure that no fewer than 100% of our all of life’s possibilities. Our success depends on our greatest
tenured Consultants are certified. CFP / Pl. Fin. resource—our people.
courses are company sponsored as part of the
Consultant training program.
Forward-thinking.
We take a long-term view toward decision-making and look
The selection experience. beyond quarterly results.

We are always looking for talented, committed We strive to be our own best regulator and pride ourselves on
leaders to help us continue our success story making strategic business decisions that are consistent with the
— providing a consistent and engaging planning changing regulatory environment.
experience that instils financial confidence in
We believe in sustainability. Our strategic focus includes
each and every one of our clients. Our talent
responsible investing, a commitment to diversity, and employee
team is committed to engaging with you
and community engagement.
throughout our selection process to ensure
that you have all the information you need to
make an informed decision about becoming
Committed to being a good neighbour.
an IG Wealth Management Consultant.
Community involvement is important at IG Wealth Management.
We donated over $6.5 million to charitable causes in local
communities in 2018.
SUBMIT YOUR RÉSUMÉ
We are proud to have been named to the Carbon Disclosure
Project’s “Climate Change A List” for our environmental
DURATION FROM RÉSUMÉ TO EXTENDING OFFER

COMPLETE PERSONAL
performance in 2018.
ORIENTATION PROFILE (POP)
IS TYPICALLY 25 TO 35 DAYS

COMPLETE VIDEO
INTERVIEW WITH TALENT ADVISOR

MEET WITH REGIONAL/

DIVISIONAL DIRECTOR (RD/DD)

PRESENT PROSPECTING AND BUSINESS

PLAN ACTIVITY WITH RD/DD

OFFER EXTENDED
(3 TO 5% OF CANDIDATES)

ONBOARDING

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 Give confidence to
embrace life’s possibilities.
With your help, clients will
achieve true financial well-being
across six key dimensions
with an IG Living Plan: RETIREMENT PLANNING

ESTATE PLANNING MAJOR EXPENSE PLANNING

The IG
Living Plan
CASH FLOW MANAGEMENT MAXIMIZING BUSINESS SUCCESS

PREPARING FOR THE UNEXPECTED

Discover the benefits of being an IG Wealth Management Consultant.

Personal success Professional growth Comprehensive practice support
• Realize exceptional • Top-rated training firm in Canada*** • Institutional-class investment products
income potential • #1 ranked for number of CFP/F.Pl.
• Full marketing and practice resources
• Grow a practice your way designation holders by FPSC • Value-added access to advanced financial
• Enjoy work-life balance planning resources
• Supportive, community culture
• Industry-leading technology platforms

Visit our careers page to learn more: INVESTORSGROUP.COM/CAREERS

*** Investment Executive Dealers’ Report Card 2018.

Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and
licensed to its subsidiary corporations. Written and published by IG Wealth Management as a general source of information
only. This is a full-time opportunity to establish a variable-income and self-employed business in association with Investors
Group Financial Services Inc. Submissions are subject to an initial and ongoing review process. IG Wealth Management
offices are located in all provinces and territories in Canada. Please submit your résumé/application only to one office.
© Investors Group Inc. 2019 MP2043/C4244 (01/2019) Welcome Change.

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