Introduction A Customer Success Manager (CSM) Technical Specialist at IBM means a career where you’re helping clients fully realize the value of IBM products, whilst growing their adoption of next-generation technologies from across IBM’s software portfolio. Preferring to ‘show’ vs. ‘tell’ we’re looking for professionals who want to combine their deep technical skills and education […]
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Introduction Technology sales at IBM is evolving its way of working to break beyond boundaries with innovative approaches. Preferring to ‘show’ vs. ‘tell’ we’re looking for recent graduates who want to combine their technical interests and education with the people skills needed to prospect and co-create with customers, partners, and colleagues on solutions to our […]
Introduction Technology sales at IBM is evolving its way of working to break beyond boundaries with innovative approaches. Preferring to ‘show’ vs. ‘tell’, we’re looking for undergraduate and graduate students who want to combine their technical interests and education with the people skills needed to prospect and co-create with customers, partners, and colleagues on solutions to our clients’ […]
Introduction Technology Sales at IBM is evolving its way of working to break beyond boundaries with innovative approaches. Preferring to ‘show’ vs. ‘tell’ we’re looking for recent graduates who want to combine their technical interests and education with the people skills needed to prospect and co-create with customers, partners, and colleagues on solutions to our […]
Division: IGM-CSO
Location: Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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:
Operational Data & Analysis delivers support to Clients, Consultants, Assistants, Investors Group Specialists and others on administrative matters and products, such as mutual funds, investments and Solution Banking loans, etc.
Position Summary:
This position is responsible for overseeing data integrity across systems, validate transaction requirements, and maintain compliance with internal procedures and regulations.
Key Responsibilities:
Generate and review reports to ensure control measures are effectively implemented, supporting data integrity, regulatory compliance and operational accuracy.
Apply prior experience, knowledge and available resources to meet productivity and quality standards in alignment with service level agreements.
Develop and maintain Excel macros to support data processing, reporting, and operational efficiency
Collaborate with team members and other departments to resolve issues and support continuous improvement initiatives.
Perform additional tasks and provide support as needed to help achieve department objectives.
Qualifications :
2 to 4 years of experience in financial products or services
Knowledge of Rbroker, Trex, SQL systems an asset
Proficiency in Microsoft Office, including advanced functions and macro development
Excellent verbal and written communications skills
Ability to multi-task and adapt to changing priorities
Able to manage tight deadlines and variable workloads
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IGM 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.
IG 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.
#LI-KN1
#LI-Hybrid
Division: IG-InvSol
Location: Toronto or Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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 (details)
The Senior Specialist, Advancement plays a critical role in supporting the operational readiness and lifecycle management of investment products. This role ensures product materials and data are accurate, compliant, and aligned with regulatory standards. Acting as a central liaison across product, compliance, legal, operations, and technology teams, the specialist drives workflow efficiency, supports digital enablement, and resolves product-related inquiries.
Responsibilities:
Support operational readiness for new product launches and changes to existing products.
Contribute, review and provide direction on client statement messages and form updates.
Ensure product materials, forms, and AdvantagePlus pages are accurate and compliant.
Partner with internal teams to streamline workflows and resolve product-related issues.
Support digital enablement and automation of product support processes.
Respond to inquiries related to product structure, eligibility, and operational procedures.
Ensure adherence to National Instrument 81-102 and other relevant regulations.
Support internal audits and regulatory reviews.
Requirements:
Bachelor’s degree in Finance, Business Administration, Economics, Commerce, or Accounting.
4–7 years of relevant experience.
Strong understanding of mutual funds, ETFs, and registered products.
Excellent communication, project management, and analytical skills.
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IGM 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.
IG 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.
#LI-KN1
#LI-Hybrid
Division: IGM-CSO
Location: Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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 Opportunity
The RESP group at IG Wealth Management is looking for a dedicated Coordinator to join our team. Process Management & Administration provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.
As a Coordinator, you will have the opportunity to do your best work by
Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management’s policies, procedures, and compliance guidelines.
Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.
Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.
To be successful in this role, you will have:
Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, SAS and RBroker operating systems.
Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company both in person and in a virtual environment. Must be highly engaged, displaying a professional attitude, with strong customer orientation.
Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset.
Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.
Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required.
Availability: Candidates must be available to work a shift between 8:00 AM – 6:00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends. This is a hybrid role and in office expectations will evolve and align with business needs.
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IGM 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.
IG 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.
#LI-KN1
#LI-Hybrid
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Introduction A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You’ll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your […]
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