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Division: IGM Client Services Operations
Location: Montreal, Toronto, 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.
Position
This position will be responsible for the specialized discipline of Knowledge management across CSO and will co-own the Enterprise content management framework to ensure consistency, strong governance, and best practices are in place.
The incumbent will be the primary CSO and enterprise representative for the discipline on leadership teams, governance committees and working groups to ensure there is alignment between the various divisions, and within CSO. They will also ensure that the Consultant-client-employee experience is positively impacted.
This position will take a lead role in transforming and re-positioning the knowledge and content management disciplines across CSO and the enterprise to ensure a great overall experience, while sustaining best practices & strong governance. This includes the target operating model for content management and also the target operating model in terms of KM technologies (search functionality and content repository), including the use of Artificial Intelligence and generative AI to support a high level of quality of delivery of content, and insights.
This role will work closely with partners to deliver industry leading service in support of IGMs knowledge and content management strategic direction as well as leading strategic projects (and-or acting as Product owner) related to the discipline. The incumbent will be responsible for budgeting, team management and strategic planning and all aspects of performance management and employee development within the team.
This position will work in close collaboration with multiple CSO, divisional and enterprise senior partners across IGWM, Mackenzie including, and not limited to: Distribution, Product, Marketing, HR, IS, Compliance, Operations, Field leaders and Consultants and their teams, as well as external Vendors and business partners.
Responsibilities:
Acts as chief knowledge officer for CSO
Provides strategic leadership and direction & thought leadership around knowledge management pillars: particularly content and insights, but also communications, learning & development and social networking
Sets and articulates the content vision and strategy for CSO and plays a key role in the same for the broader organization: single source of truth, unbound content, insights, AI, generative AI
Co-owns the enterprise content management/delivery target operating model and governance
Ensure the appropriate people, processes and technologies are in place to be successful
Accountable to provide strong leadership and decision-making capabilities to make key decisions to ensure success of Knowledge and content management across CSO, and by co-leading this across the enterprise.
Participates in strategic thinking and planning for the discipline from a short-, medium- and long-term perspective.
Participate in the prioritization design, development, and deployment of knowledge management tools: search engines and content management applications, while understanding, developing, and communicating insights based on AI and generative AI embedded in KM search applications.
Provides direction and leadership to the agile development teams and business teams throughout the evolution of the discipline and on multiple projects related to KM. Ensure goals are meeting business needs, timelines, financial targets and quality standards
Provide strong and inspired leadership by leading, coaching, mobilizing and recognizing leaders and employees in multiple sites to increase engagement, retention, and develop their talents.
Represent CSO and communicates with senior leadership in all functions (compliance, legal product marketing, IS, client services, IS, HR, etc.) at IG and MI regarding the discipline. Briefs parties on relevant facts, policies, practices. Also accountable for engaging and maintaining relationships with external vendors and business partners.
Requirements:
Bachelor’s in business administration
Minimum 10 years of leadership experience in Client Service, Operations and working across enterprise divisions
Strong knowledge and or experience in disciplines of knowledge & content management.
Strong verbal and written communication skills including the ability to communicate, interact with senior leaders across the organization.
Strong relationship management skills. Strong communication, listening, presentation and advocacy skills related to leaders across divisions, enterprise, externally, etc.
Excellent organizational and enterprise skills with the ability to prioritize and manage multiple shifting priorities and deadlines.
Experience in a leadership role with significant exposure to and interaction with senior executives on complex and material issues
Ability to think strategically, enterprise wide, and within CSO
Ability to understand, position technological outcomes of KM platforms based on AI data and information.
Good knowledge of enterprise and CSO knowledge and content platforms
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 May 16, 2024
Location: Toronto or Winnipeg
Division: IGM Technology
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
The Process Design Consultant will work closely with Delivery and Business partners in the evaluation of various initiatives to determine how process design will contribute to meeting strategic and initiative objectives. Process Design Consultant core duties include end-to-end business reviews, design or redesign of business processes to improve operational efficiencies, developing and delivering high impact cross functional projects for the enterprise.
Key Activities:
Based on the high-level goals and strategic alignment of an initiative, determine which methodology and approach is best suited to an initiative to ensure a thorough understanding of the opportunities for improvement.
Define and align on approach, including the business problem to be solved, business objectives, scope of effort, and success metrics.
Documentation of current state processes, pain points, baseline metrics and collection of voice of the customer
Facilitate meetings with stakeholders, business partners and subject matter experts to analyze current state processes, identify and prioritize improvement recommendations leading to optimized target state.
Work with project teams to implement agreed on solutions and/or effectively transition improvement recommendations requiring further review and budget approval.
Detailed data analysis to support improvement recommendations and business case creation.
The successful candidate will demonstrate the following qualifications:
7+ years of business management or consulting experience within financial services industry, or consulting firms; solid functional knowledge, including but not limited to strategy, business transformation, product development, project management, investment operations, etc.
Bachelor’s degree in Business Administration, or related field, or equivalent combination of education and experience.
Proven record of high performance and achievements in your past positions.
Lean Six Sigma Black Belt or equivalent process improvement designation is required.
Exceptional analytical and quantitative problem-solving skills.
Excellent presentation building/delivery and communication skills.
Ability to work effectively with people at all levels in organization.
Candidate Profile
Focus and Ambition: The successful candidate will exhibit a mindset of creativity, determination, and an energetic drive to succeed. They will have a proven track record of meeting goals and action plans as assigned, both as an individual and with a team.
Team Player: The successful candidate will ensure they provide consistent performance; they will be a team player that is sensitive to the team’s needs, interests and goals. They will contribute to inspiring and motivating the team toward high performance and goal achievement.
Integrity: They will adhere to the highest standards of personal and professional integrity and will set a positive example for others.
Cross-functional Collaboration: The successful candidate will have a proven track record of engaging and supporting business needs. They will work transparently and cooperatively with the cross-functional teams, supporting the engagement of all pertinent stakeholders, both internal and external.
Financial Services Business Acumen: Business background and sound experience in the financial services industry is required.
Thought Leadership: The successful candidate will be comfortable challenging the status quo, presenting and considering different points of view, and creating alignment with multiple stakeholders to move engagements and improvements forward.
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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