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Division: IGM Asset Management Operations
Location: 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:
The Plan Manager team is seeking a knowledgeable, driven, and inquisitive self-starter to join us as a Plan Manager. Reporting to the Senior Manager of Operations, the successful candidate will provide operational guidance and direction across all levels of the organization for specific plan types and complex operational services. The goal is to ensure alignment across departments and companies, and compliance with internal processes and regulatory obligations. This role will also serve as a divisional business expert representative. The Plan Manager will offer business and regulatory expertise for new technology and automation initiatives, supporting decision-making processes to implement established business solutions.
Key Responsibilities
Serve as the operational business expert within the Mackenzie and IG Wealth Management service organization regarding Registered Product and Tax Regulation for IGM Financial Investment product initiatives.
Ensure alignment and compliance of policies, procedures, system infrastructure, and company documents across companies with regulatory obligations.
Provide operational business expertise on investment product changes/launches, assessing their impact and application on our business. Review and interpret product-related documents, offering guidance and recommendations for integration into our operational environment.
Research and respond to exceptional technical and product inquiries from internal and external parties, including sales, marketing, compliance, plan sponsors, advisors, and regulators.
Stay updated on regulatory requirements and changes, determining their operational impact on company policies, procedures, and systems to ensure compliance.
Participate in industry working groups to stay informed about developments and their impact on internal operations and/or service.
Collaborate regularly with internal partners to ensure policies, procedures, training documentation, marketing materials, and applications are accurate and compliant with applicable regulations and internal practices.
Support and provide guidance on technology and automation initiatives.
Conduct research and evaluate different solutions/recommendations for integrating technology, considering product and regulatory limitations/changes.
Knowledge and Skills Requirements
Post-secondary degree or diploma in business or a relevant field.
Over 5 years of experience in the Financial Services Industry.
Advanced knowledge of Registered Plans (RRSP, RRIF, Locked-in Plans, RESP, RDSP, TFSA, FHSA, and Pensions).
Knowledge of tax reporting and filing procedures/regulations, including FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard).
Strong analytical, problem-solving, and organizational skills.
Experience participating in project working groups.
Proactive in a deadline-oriented environment with solid decision-making skills.
Excellent interpersonal and communication skills, both written and verbal.
Effective presentation skills.
Strong customer service orientation.
Proficient with MS Office (Word, Excel, PowerPoint).
Knowledge of internal systems, SAS, TreX, and/or Rbroker SSUI/Transact is an asset.
In-depth knowledge of IG Wealth Management and/or Mackenzie Investments Administrative Policies and Procedures is an asset.
Bilingual (English, French preferred) is an asset.
Education
University Degree, ideally Business-related.
Successful completion of IFIC, CSC, or Financial Planning courses 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 November 29, 2024.
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Location: Calgary, Gatineau, Moncton, Montréal, Ottawa, Toronto, Vancouver, Winnipeg
Division: Financial Services
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. We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
At IG Wealth Management, our vision is to inspire financial confidence.
You will join a team that 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:
IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally.
POSITION SUMMARY: The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.
DUTIES INCLUDE:
Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities.
Provide financial planning advice – assist with estate planning, debt management, insurance and mortgage.
Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions.
Manage escalations – review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner.
Contribute to departmental initiatives – participate in growth of our share of wallet and implementation of IG Wealth Connect strategies.
Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
Ensure procedural, regulatory, compliance and departmental policies are followed.
Identify opportunities for business and process improvements and implement changes as developed by management team.
QUALIFICATIONS:
Ability to multi-task in an extremely diverse fast-paced environment.
Solution oriented, an excellent problem solver with proficiency in financial planning.
Performance-driven high achiever with great sales skills.
Mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset.
Fully bilingual in English and French is mandatory. Excellent communication skills (written, verbal).
Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
Minimum of 4 years experience in the financial services industry.
Practical experience with a CRM and the Office Suite.
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
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.
#LI-Hybrid
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