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Technology Sales Specialist

IntroductionRanked by Forbes as one of the world’s best employers in 2023, IBM promotes growth and innovation to lead as we enter the era of hybrid cloud and AI – helping clients transform their business. As a Technology Sales Specialist you will develop trusting client relationships and work with them to shape the future of […]

Career Opportunities: Senior Manager, Digital Platform Management (12842)

Location: Toronto, 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.
 

Position

As a member of our Digital Technology team at IGM Financial, you will be joining a dynamic and highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. As a Senior Manager Digital Platform Management, you will be responsible for end to end platform engineering practice across the IGM Digital Platform, including sandbox environment management, logical access management, platform customizations, security and data management, etc. you will have an opportunity to partner up with business and technology stakeholders and external suppliers, contribute directly to the digital roadmap, work closely with our agile teams, and lead the successful execution of strategic initiatives for Digital Platform Management, delivering a differentiated experience and digital capabilities to IGM clients, advisors, and employees. 

 

Responsibilities: 

Responsible for environment strategy and maintenance across Digital Platform 

Provide support for test data seeding and management 

Provide oversight for logical access management, user provisioning, permission sets design & configuration, etc. across Digital Platform 

Provide platform customizations (fields, page layouts, etc.) 

Create and manage reports and dashboards for Digital Platform 

Lead continuous improvement of Digital Platform in support of Salesforce implementations, applying methodology that adhere to Salesforce best practices for platform configurations, code documentation & maintenance, test classes for all custom development. 

Oversee the integration and maintenance of business applications to Salesforce, such as DocuSign, Mulesoft, SAP Hana etc. 

Manage inter-project dependencies and platform-level risks and actively address impediments 

Collaborate with the Digital Release Management team to support code deployments and release cycles for new features and fixes to new / existing digital applications. 

 

The Successful Candidate Will Have the Following Experience 

Financial Services Industry experience required  

Salesforce platform experience required, such as Financial Services Cloud, Sales Cloud, Services Cloud & Marketing Cloud, etc. 

Hands-on Salesforce administration experience or Salesforce Administrator Certification required 

Experience with Agile methodologies such as SCRUM/KANBAN required 

Scaled agile certification and experience desired, e.g. SAFe  

Experience implementing Salesforce end-to-end and possess in-depth knowledge of the capabilities and limitations of Salesforce. 

Excellent problem-solving capabilities and decision-making instincts  

Excellent organizational, verbal and written communication, interpersonal and collaboration skills 

Experience with Data Extraction and Data Loading using Salesforce Data Loader, or other similar data management tools, such as Workbench, Excel, etc.  

Experience of Salesforce Declarative Programming and Administration (custom objects, build reports, assignment rules, flows and process builder), and Salesforce platform and architecture 

Experience with Salesforce APIs such as Object Reference, Metadata, Bulk, and MetadataComponentDependency APIs 

Demonstrated experience and knowledge of relational databases, data modelling 

Experience with web services (REST & SOAP, JSON & XML, etc.)  

Experiencing using a scripting language or tool such as Python, Bash, or PowerShell  

Experience and confidence using version management tools, specifically GitHub  

Experience with Atlassian tools such as JIRA, and Confluence 

Experience with automation tools and automated pipeline processes, specifically Jenkins and Jenkins pipeline 

University degree required  

Master’s degree in Technology or Business desired  
 

The Successful Candidate Will Demonstrate the Following Core Competencies

Change Management: Ability to successfully articulate and guide the others through change, while maintaining focus, intensity, and team cohesion.  

Versatility and Resilience: The successful candidate will be able to oversee multiple projects and excel in a complex and evolving portfolio.   S/he will have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team.  

Development of Others: Ability to enable the personal and professional development of team members through effective leadership, empowerment, training, coaching, mentoring, motivation, and supervision.  

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 26, 2024. 

 

#LI-KN1

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Career Opportunities: Coordinator Region Office Operations – Dartmouth, Nova Scotia (12875)

Location: Nova Scotia Region Office – Dartmouth

Division: IG Strategy & Business Operations

 

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 Summary: 

The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.  

 

Duties Include:

Reception duties including welcoming clients, managing incoming calls, and supply inventory management 

Mail and courier receipt, preparation, and distribution 
Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review 
Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training 
Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries 
Provide other administrative duties and support to the Manager, Region Office Operations as required  

 

Qualifications:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry 
Post-secondary education in a business discipline is an asset 
Proven strengths in the areas of: 

Client service orientation – Understanding and meeting internal and external client needs and perspectives 

Accountability – Results oriented, takes ownership and delivers on commitments 
Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication 
Critical Thinking – ability to effectively problem solve and communicate solutions 
Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team 

Discretion and ability to organize and prioritize multiple tasks under tight deadlines 

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office 365 
Agile learning and desire for continuous improvement and development an asset 

 
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.  

 

 

Please apply by April 26, 2024.

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Career Opportunities: Senior Client Relations Specialist (12871)

Location: Winnipeg, Montreal

Division: IGM Client Sevices Operations

 

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 Contact Centre delivers critical front-line support to Consultants, Clients, Assistants, Investors Group Specialists and others on business matters and products for multiple lines of business and across multiple service platforms.

 

Position Summary:

This position is responsible for providing support and coaching to Representatives in the Contact Centre by answering inquiries and resolving complex and escalated service issues.  The Senior Client Relations Specialist is responsible for making critical and time sensitive decisions that will enhance Consultant satisfaction by using acquired experience, resources & precedents.

 

Responsibilities Include:

Coaching to enable growth and engagement by answering questions & provide coaching to Client Relations Representatives to bring them to job mastery.

Simplify business processes by assisting and managing process improvement initiatives within the corporate contact centre.

Deliver reliable, consistent & transparent service through research & analysis of complex and/or escalated cases to determine the best course of action for resolution.

Drives continuous improvement by analyzing the root cause of errors and trends to proactively implement changes to improve overall customer satisfaction.

Builds commitments of quality by providing feedback to Contact Centre leadership team on the knowledge & skills of the team members.

Builds collaborative partnerships by creating synergies and communicating to internal and external business partners to explain current Client Relations operations, procedures, policy and problem resolution.

Enabling transformation and modernization by maintaining broad knowledge of business policy & procedures and participate in relevant training and development opportunities.

Constantly adapting to new priorities by remaining nimble and agile in a fast-paced work environment and having a growth mindset in the face of challenges.

 

 Qualifications:

Post-secondary degree or diploma in business or a relevant field (Commerce, Business Administration) or equivalent combination of education and experience.

Knowledge of core products, services, policies and procedures for multiple lines of business and across multiple service platforms.

Strong inter-personal skills with the ability to adapt to a variety of personalities and mindsets.

Strong analytical, problem solving and decision-making skills.

Excellent communication skills (both written and verbal).

Demonstrated organizational skills with the ability to manage multiple priorities.

Strong PC skills and practical experience with Office 365 suite of products.

Bilingual is an asset (English & French).

 
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 25, 2024. 

 

#LI-KN1 

#LI-Hybrid

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