A great opportunity to take the next step in your career The District Clerk reports directly to the District Services Manager and is a key member of the Finance & Administration team. The position provides various clerical, financial, secretarial, and administrative services to District employees, District Programs, other ministry business units and external clients. Works in a dynamic office setting requiring ability to adapt to constant change, meet deadlines and interact with diverse clientele. Job Requirements: Secondary school graduation or equivalent, OR an equivalent combination of education and experience may be considered. Preference may be given to applicants with: Experience using e-mail, Word, Excel, and other standard comput
Banking Jobs
Location: Winnipeg, Montreal
Division: IGM Client Sevices Operations
IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management 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.
Department Summary:
The Contact Centre delivers critical front-line support to Consultants, Clients, Assistants, Investors Group Specialists and others on business matters and products for multiple lines of business and across multiple service platforms.
Position Summary:
This position is responsible for providing support and coaching to Representatives in the Contact Centre by answering inquiries and resolving complex and escalated service issues. The Senior Client Relations Specialist is responsible for making critical and time sensitive decisions that will enhance Consultant satisfaction by using acquired experience, resources & precedents.
Responsibilities Include:
Coaching to enable growth and engagement by answering questions & provide coaching to Client Relations Representatives to bring them to job mastery.
Simplify business processes by assisting and managing process improvement initiatives within the corporate contact centre.
Deliver reliable, consistent & transparent service through research & analysis of complex and/or escalated cases to determine the best course of action for resolution.
Drives continuous improvement by analyzing the root cause of errors and trends to proactively implement changes to improve overall customer satisfaction.
Builds commitments of quality by providing feedback to Contact Centre leadership team on the knowledge & skills of the team members.
Builds collaborative partnerships by creating synergies and communicating to internal and external business partners to explain current Client Relations operations, procedures, policy and problem resolution.
Enabling transformation and modernization by maintaining broad knowledge of business policy & procedures and participate in relevant training and development opportunities.
Constantly adapting to new priorities by remaining nimble and agile in a fast-paced work environment and having a growth mindset in the face of challenges.
Qualifications:
Post-secondary degree or diploma in business or a relevant field (Commerce, Business Administration) or equivalent combination of education and experience.
Knowledge of core products, services, policies and procedures for multiple lines of business and across multiple service platforms.
Strong inter-personal skills with the ability to adapt to a variety of personalities and mindsets.
Strong analytical, problem solving and decision-making skills.
Excellent communication skills (both written and verbal).
Demonstrated organizational skills with the ability to manage multiple priorities.
Strong PC skills and practical experience with Office 365 suite of products.
Bilingual is an asset (English & French).
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
IG Wealth Management 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.
Please apply by April 25, 2024.
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#LI-Hybrid
Division: IGM- Legal and Compliance
Location: Montreal
IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management 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.
Position: Senior Manager, Compliance (Tier 1) oversees a team responsible for the daily monitoring and supervision of business activities from a Tier 1 perspective for both dealers (IGFS and IGSI). Responsible for the leadership and guidance of staff to handle sensitive issues, manage resources, ensure consistent protocols and guidelines are applied, identify trends and recommend process/policy improvements and corrective actions. Collaborate with Compliance business partners to research and manage responses to regulatory investigations to ensure effective resolution and risk mitigation.
Responsibilities:
Manage, coach and prioritize workload for a team of registered Tier 1 Compliance Managers to ensure all regulatory and internal policy requirements are being met, including daily and other periodic reviews, account and KYC update approvals, outside activity reviews, onboarding activities, social media supervision and more. Monitor responses and business decisions to ensure good judgement is applied and provide coaching as needed.
Provide direction and leadership to Tier 1 Compliance Managers. Handle escalated and sensitive cases. Report to senior management on status of various compliance business review activities including close supervision and high-risk cases.
Report to the Assistant Vice-President, Compliance on risks and trends observed in monitoring activity and recommend corrective action including policy development and disciplinary actions.
Participate in cross division teams dealing with strategic initiatives, projects or other mandates.
Respond to both internal and regulatory inquiries related to compliance business reviews. Conduct appropriate research and investigation into issues questioned by regulators. Correspond with Tier 1 Compliance Managers, Advisors, Wealth Specialists, Regional Vice-Presidents and others as necessary.
Develop effective relationships with Tier 1 Compliance Managers, Compliance Departments, Consultants, Wealth Planning Specialists, Regional Management, Distribution Leadership, and ensure timely resolution of inquiries and escalations.
Travel may be required.
Requirements:
Minimum of 10 years of experience in a financial services environment, preferably in a compliance-related role.
Leadership experience including staff performance, development and coaching
Post-secondary degree or diploma in a relevant business field an asset
Completion of industry-related courses including the Canadian Securities Course (CSC), Investment Dealer Supervisors Course (IDSE), and the Conduct and Practices Handbook (CPH).
CIM or CFA designation an asset.
In-depth knowledge of the financial services industry, including understanding of regulatory requirements of CIRO, AMF, insurance commission/councils and other regulators.
Proficiency in Microsoft Word and Excel.
Strong oral and written communication skills in both French and English. Must be able to communicate clearly and effectively with various levels of staff, including senior management, along with being and effective listener. Must have a positive and collaborative approach to teamwork.
Excellent organizational skills with the ability to prioritize and perform multiple tasks and deal with interruptions while working within strict deadlines.
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
IG Wealth Management 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.
Please apply by April 25, 2024.
#LI-KN1
#LI-Hybrid
Location: Ontario Region Office – Owen Sound
Division: IG Strategy & Business Operations
IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management 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.
Position Summary:
The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.
Duties Include:
Reception duties including welcoming clients, managing incoming calls, and supply inventory management
Mail and courier receipt, preparation, and distribution
Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review
Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training
Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries
Provide other administrative duties and support to the Manager, Region Office Operations as required
Qualifications:
Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
Post-secondary education in a business discipline is an asset
Proven strengths in the areas of:
Client service orientation – Understanding and meeting internal and external client needs and perspectives
Accountability – Results oriented, takes ownership and delivers on commitments
Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication
Critical Thinking – ability to effectively problem solve and communicate solutions
Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team
Discretion and ability to organize and prioritize multiple tasks under tight deadlines
Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office 365
Agile learning and desire for continuous improvement and development an asset
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
IG Wealth Management 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.
Please apply by May 16, 2024.
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