Banking Jobs

Division: IG Sales & Distribution

Location: Edmonton, Calgary, Regina, Saskatoon, Winnipeg, or Toronto

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 Private Wealth Management Division is responsible for the development and growth of the Private Wealth Consultant network at IG Wealth Management including all aspects of productivity, support and operations.

POSITION SUMMARY: The Associate PWM Operations is responsible for a broad set of tasks to support the business unit and PWM teams in the field.  This includes the development and facilitation of regular PWM webinars, calls and meetings, coordinating the onboarding of new PWM Advisors, developing collaborative relationships with PWM teams, and providing support to two (2) PWM Vice Presidents.

Situations may arise when variations in workloads, periodic responsibilities, or special projects & events require overtime work for the job to be completed.

DUTIES INCLUDE:

Facilitating virtual events via Teams, including all technical aspects, invitations and follow up

Overseeing area Teams chat forums that provide support to PWM Team admins on process, procedure, and technical matters

Coordinating support for PWM Teams with various internal partners

Planning, hosting and executing professional development sessions for PWM Team Admins

Lead, facilitate and execute all aspects of PWM onboarding, as a direct extension and reflection of the PWM VP you support.

Organize and manage calendars, travel plans and expenses for two (2) PWM Vice Presidents

Coordinate and plan all meeting arrangements, as required

Organizational support for PWM client marketing events and corporate fundraising initiatives

Participate in special projects or committees to further development of policy and procedure for the PWM team

Work effectively with all levels of management/employees/Consultants/ Specialists both in Head Office and the Field

QUALIFICATIONS:

Minimum 4 to 7 years administrative experience combined with operations experience. The completion of a relevant office administration or general business post secondary education.

Highly proficient in Microsoft Outlook, Word, Excel, PowerPoint, OneNote, Office 365 and Internet usage.

Project management experience is an asset.

Strong communication skills (written and oral) and able to take the initiative to respond intuitively in an appropriate and timely manner.

A comfort level with public speaking and hosting webinars or in-person meetings.

Exceptional organizational skills.

Bilingual (English/French) is an asset.

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 January 10, 2025.  

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