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Company · Wealth management general

IGM Financial

As of 4 November 2026, IGM Financial has 35 open roles (40 new in 30 days), its finance & accounting team is hiring most, and its postings name coveo, Microsoft SharePoint and ServiceNow as the tools the team works in.

As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

, United States5001-10000 employees250M-1B revenue, est.B2C, B2Bigmfinancial.com ↗LinkedIn ↗
Headquarters
, , United States
Employees
5001-10000 employees (linkedin)
Sells to
advisors and investors, individual investors, financial advisors
Certifications on site
Site languages
EN
Career system
Successfactors
35open roles · 40 new in 30 days
14tools named in postings
hiring locations
3change signals read in postings
02What they do, whom they sell to, who else does it

IGM Financial in one screen

Read from igmfinancial.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What IGM Financial does

IGM Financial is a financial services company in Canada that provides wealth management, asset management and personal financial planning. Its family of companies includes IGM Wealth Management and Mackenzie Investments, which helps advisors and investors build strong portfolios. The firm serves Canadians and has been in business since 1926.

comprehensive personal financial planningportfolio building for advisors and investors
Whom it sells to

Named on the site: advisors and investors, individual investors, financial advisors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 573 scored.

Meritrust Financial Group Inc.Canada · 51-200 employeesWorld Financial GroupUnited States · 201-500 employeesSummit FinancialUnited States · 1001-5000 employeesRaymond James Ltd.Canada · 5001-10000 employeesInvestment Planning CounselCanada · 501-1000 employeesBellwether Investment ManagementCanada · 51-200 employees
03Tech stack, with the evidence

What IGM Financial says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

coveohigh confidence · 1 posting
In this role, you will lead the evolution of a machine learning search engine (Coveo) and a Content Management System (CMS), driving search optimization, platform enhancements, analytic, and AI-enabled solutions that improve how employees
Manager Insights and Reporting · first seen 2026-10-23
Microsoft SharePointhigh confidence · 1 posting
Search Engine (Coveo) and Content Management System (CMS – SharePoint) Management
Manager Insights and Reporting · first seen 2026-10-23
Microsoft OfficeFinance & accounting · medium confidence · 13 postings
• Practical experience with a CRM and the Office Suite.
Advisor IG Wealth Connect (Maritimes) · first seen 2026-10-20
Microsoft ExcelAdministration & office · medium confidence · 10 postings
• Strong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset
Portfolio Strategist · first seen 2026-10-19
Microsoft TeamsAdministration & office · medium confidence · 6 postings
• Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support
Coordinator, Region Office Operations -Sydney, Nova Scotia · first seen 2026-10-19
Microsoft 365Administration & office · medium confidence · 5 postings
• Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support
Coordinator, Region Office Operations -Sydney, Nova Scotia · first seen 2026-10-19
Microsoft WordAdministration & office · medium confidence · 5 postings
• Proficiency in Microsoft Word and Excel.
Manager Compliance Tier 1 · first seen 2026-10-19
Microsoft PowerPointAdministration & office · medium confidence · 4 postings
• Strong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset
Portfolio Strategist · first seen 2026-10-19
SalesforceIT operations & business systems · medium confidence · 4 postings
Integrate Coveo with platforms like Salesforce, and SharePoint, develop new features, and optimize existing functionalities to support the content lifecycle process.
Manager Insights and Reporting · first seen 2026-10-19
SAPmedium confidence · 3 postings
• SAP Data Platform (including SAP data management and analytics capabilities)
Senior Manager, Solution Architect · first seen 2026-10-19
SQLmedium confidence · 3 postings
• Blue Prism, SQL, JAVA or Power Automate coding knowledge
Automation Manager (Full Time Contract - 12 Months) · first seen 2026-10-21
Microsoft OutlookAdministration & office · medium confidence · 2 postings
• Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
Senior Administrative Assistant - Kingston, ON · first seen 2026-10-19
Microsoft Power Automatemedium confidence · 2 postings
• Blue Prism, SQL, JAVA or Power Automate coding knowledge
Automation Manager (Full Time Contract - 12 Months) · first seen 2026-10-21
On the website or in DNS

Vendors whose code loads on igmfinancial.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

35 open roles, 40 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

practice_changed
work_policy practice (workplace_policy) appeared in this company's postings
· · 2026-10-28
practice_changed
ai_in_hiring practice (ai_in_hiring) appeared in this company's postings
· · 2026-10-28
practice_changed
eeo_statement practice (eeo) appeared in this company's postings
· · 2026-10-28
Decision makers at IGM Financial, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add IGM Financial to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like IGM Financial

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 573 scored.

Meritrust Financial Group Inc.Wealth management general · Canada51-200 employees
World Financial GroupWealth management general · United States201-500 employees
Summit FinancialWealth management general · United States1001-5000 employees
Raymond James Ltd.Wealth management general · Canada5001-10000 employeesInvestment Planning CounselIndependent financial advisers · Canada501-1000 employees
Bellwether Investment ManagementWealth management general · Canada51-200 employees
07Profile

From the company's own website

Legal nameLegal IGM Financial Inc
IndustryBusiness & finance services · Wealth management general
Offeringscomprehensive personal financial planning · portfolio building for advisors and investors
Target customersadvisors and investors · individual investors · financial advisors
Geographic scopenational · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readpricing, team, home, imprint, contact, careers, leadership
Datescrawled 2026-09-07 · profiled 2026-09-12 · hiring built 2026-11-03
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

IGM Financial (, United States, 5001-10000 employees) has 35 open roles, 40 new in 30 days, and names 14 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/igmfinancial.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from igmfinancial.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Successfactors career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

IGM Financial: questions

Does IGM Financial use coveo?

Yes, by the company's own words: 1 posting name it, first seen 2026-10-23, in the team.

Is IGM Financial hiring?

35 open roles as of 4 November 2026, 40 opened in the last 30 days and 9 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From igmfinancial.com itself: we crawled it on 2026-09-07, built the profile on 2026-09-12, and read its career site (Successfactors) hourly since. Headcount is from LinkedIn.

Who should I write to at IGM Financial?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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