Banking Jobs

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Solution Architect

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Career Opportunities: Senior Compliance Specialist (12863)

Division: IGM-Legal & Compliance

Location: Montreal or Winnnipeg

 

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 mandate of the Compliance Department is to ensure compliance with relevant regulatory requirements affecting mutual fund and investment dealers as well as insurance and financial planning firms.

Within this scope are adherence to rules, policies, and by-laws of the self-regulatory organizations (CIRO, CSF), provincial securities commissions, and insurance commissions/councils. The Financial Planning Standards Council and the Institute of Financial Planning. The department works closely with Distribution Leadership and other management to develop appropriate corporate policies, identifies, and promotes good business practices, executes business review programs to monitor sales practices, and manages client complaint resolution processes.

 

Position Summary: 

The Senior Compliance Specialist is responsible for the oversight of the advisor’s business activities and executing various compliance programs such as reviews of the insurance business practice and implementing supervisory programs. Work involves conducting analysis of various sources of information including file documentation, reports, audit procedures, and interviews to identify trends or issues. The Senior Compliance Specialist is responsible for identifying appropriate corrective actions, communicating recommendations to affected parties, and following up to ensure that corrective actions are effectively implemented and well documented. 

 

Duties Include: 

Oversight of the advisor’s practice with an emphasis on the supervision of insurance, financial planning, mortgage, and banking solutions.

Lead Compliance Practice Review programs (develop an action plan, execute the program, monitor to resolve issues, and report on results)

Provide guidance and direction to the field including recommendations on remedial actions, including meetings or conference calls, training presentations, and exception approvals, to assist with the resolution of deficiencies. 

Prepare management reports on completed programs for distribution to senior management, field directors, and/or regulators. Monitor progress on corrective actions. 

Mentor and provide guidance to junior staff on unusual, sensitive, and escalated cases, determine appropriate corrective actions.   

 

Qualifications: 

Minimum 5 years of experience in a financial services environment preferably with relevant licensed experience in insurance, investment industry, or in a compliance-related role.

Completion of a post-secondary degree in a relevant business discipline.

Completion of or commit to complete the Life Insurance Course (LLQP), and the Certified Financial Planners Program (CFP or equivalent program in Quebec) within a specified timeframe.

In-depth knowledge of financial planning strategies 

In-depth knowledge of the financial services industry, including an understanding of regulatory requirements of the Insurance councils, CIRO, and other regulators 

Proficiency in Microsoft Word, Excel, and internet research

Proficiency in the French language (speaking, reading, and writing).

Ability to communicate verbally and in writing in English. 

Comfortable with public speaking and/or presenting to large groups.

 

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 29, 2024. 

 

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Career Opportunities: Senior Manager, Active Directory Engineer (12864)

Division: IGM-Tech

Location: Toronto or Winnipeg 

 

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.  
 

The Role:

We are looking for an experienced Azure Active Directory Engineer to join IGM’s highly collaborative team. The Azure AD Engineer will be responsible for design, implementation, and support services for Microsoft Active Directory and Azure Active Directory. The ideal candidate should have a strong understanding of identity management, access management, and directory services technologies.  With that comprehensive background they will have direct accountability to consultants, building, and executing towards the Infrastructure Delivery strategy and IGM transformational roadmap.

 

The successful candidate will have the following responsibilities:

Strong experience in Active Directory (AD) is essential. This includes managing user accounts, groups, permissions, and domain services; managing domains and trusts, promoting and demoting domain controllers, backup and restore of domains and forests.  Familiarity with AD security events logging and user common names (CN) is valuable.

Proficiency in Azure Active Directory is crucial. Understand its features, including single sign-on (SSO), multi-factor authentication (MFA), and device management (hybrid join) for cloud applications.

Azure AD Connect: Understand how to synchronize on-premises AD with Azure AD using this tool; how to configure, monitor, maintain, and manage Azure AD Connect.

In a hybrid environment, an Azure AD Engineer should know how to integrate on-premises AD with Azure AD. This involves synchronization, authentication methods (such as password hash sync or ADFS federation), and seamless access to both on-premises and cloud resources.

Familiarity with TCP/IP, DNS, WNS, and DHCP.

Knowledge of thin client technologies like Terminal Services and Citrix MPS.

Experience with Microsoft Exchange Servers, including implementation, configuration, and administration.

Understanding of Certificate Authority installation and management.

 

Technologist: Develop and execute a comprehensive AD engineering roadmap that focuses on optimizing the use of identity management, access management, and directory services technologies to support our technology & cyber initiatives aligned to the company’s long-term vision and growth strategy.

Collaboration: Work closely with cross-functional teams to ensure seamless integration of these tools and services and alignment with business needs. Participate in collaboration between technology engineering teams and stakeholders focused on these specific tools and services.

Innovation: Participate in an environment of creativity and innovation within the technology engineering team specifically focused on exploring and optimizing the use of identity management, access management, and directory services technologies.

Vendor Management: Evaluate, select, and manage technology vendors and partners specifically in relation to these tools and services to ensure the delivery of high-quality products and services in this domain.

Reporting and Communication: Provide regular, clear, and concise communication on technology engineering initiatives specific to these tools and services, status updates, and key metrics to management, stakeholders, and potentially the broader organization.

 

The successful candidate will demonstrate the following core competencies and experience: 

 

10+ years of experience in technology, with at least 5 years in identity management, access management, and directory services technologies

Proven track record of delivering complex technologies and initiatives specifically related to these tools and services in a fast-paced, dynamic environment.

Deep understanding of modern technology stacks, cloud infrastructure, software development methodologies, and enterprise architecture frameworks specifically in relation to these tools and services.

Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels of the organization specifically in relation to these tools and services.

Strong problem-solving and decision-making abilities, with a focus on driving innovation and continuous improvement specifically within this domain.

In addition, the following competencies would be highly valued and considered more favorably:

Risk Management: Should be capable of identifying potential risks and creating contingency plans to mitigate them focused on the areas of identity management, access management, and directory services technologies.

Adaptability: Should be flexible and able to adapt to changes or issues that may arise.

Attention to Detail: Should have a keen eye for detail to ensure that all aspects of the solution are considered, and nothing is overlooked.

Time Management: Should be able to manage their time effectively to ensure that deadlines are met.

 

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 Mai 2, 2024. 

 

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Career Opportunities: Bilingual Associate, Consultant Services (12700)

Location: Winnipeg

Division: IGM Human Resources

 

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, Mackenzie Investments and Investment Planning Counsel.

 

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:

Consultant Compensation & Network Administration is a key department within the Financial Services division for Investors Group.  Consultant Compensation & Network Administration is committed to attracting and developing people who are passionate about learning and to building a foundation that supports consistent and positive service experiences for our consultants. The Compensation team provides a combination of support for our compensation programs and must have an understanding amount a variety of products across multiple platforms (ICM, SAP, IG host, IGFS, IGFS (Nominee) and IGSI) and provides administrative processing and servicing support to Investors Group Consultants, Associates, Division Directors, Regional Directors and works in partnership with Region offices and various business partners within Head office.

 

POSITION SUMMARY:

This position is responsible for responding to requests received through phone calls, email and paper mail, researching, analyzing and bringing resolution to sensitive issues relating to products and services available to consultants.  This involves the completion of various orders, communications, financial processing, quality control and reporting.  This individual is expected to maintain a high level of accuracy, timeliness and accountability.

 

DUTIES INCLUDE:

Research and respond to incoming emails and phone calls.

Identifying areas of improvement to increase accuracy and efficiency of processing within Compensation Services.

Investigate complex situations to determine the root causes and the appropriate measures required to resolve the situation. This will include manual calculations, and reconciliations.

Review, calculate and process Consultant/Associate compensation and remit deductions.

Produce and amend T4A’s and Releve 1’s for commissionable earnings for the Consultant Network.

Validate, import and process data from spreadsheets created by external suppliers and internal departments to ensure proper allocation of Consultants earnings. Work within tight deadlines to ensure processing is completed within the scheduled commission cycle.

Act as a liaison with the respective head office partners to ensure appropriate action is taken on Consultant inquiries

 

QUALIFICATIONS:

Minimum 2 years experience in a financial services environment

Experience with TreX, DCA, SAS, SSUI and Residual CLASS operating systems along with strong PC skills working with Microsoft Office Suite applications; Excel, Word and Access.

Proven analytical, problem solving and decision making skills

Strong organizational skills with the ability to manage multiple priorities with accuracy and attention to detail in a timely manner

Strong oral and written communication skills

Working knowledge of Investors Group product shelf; operating policies and procedures

Bilingual French and English is mandatory

 

OTHER JOB RELATED INFORMATION:

Hours of Work: Availability between 7:00am – 7:00pm

Overtime may be requested during compensation cycle end, seasonal peak periods and projects

 
 

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.

 

 

 

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Integration Advisor

Position Description: CGI – Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are proud of our privileged relationships with clients, and their satisfaction rate is very high. Every day, our members help thousands of customers pay their employees in different industries. In this role, you will contribute […]

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