Location: Toronto or Winnipeg
Division: IGM Client Services 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: Wealth Operations is a strategic component of Client Services. Wealth Operations provides administrative and servicing support for multiple lines of business including IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to Investors Group Clients, Consultant Network, Planning Specialists and Regional Offices.
Position Summary: Individuals within the roles are primarily responsible for the processing of service requests on iProfile Private Portfolio client accounts, therefore they are expected to maintain a high level of accuracy, timeliness, and accountability. The main responsibilities include processing transfers, rebalances, buys, sells involving iProfile Private Portfolio accounts on all three platforms.
Duties Include:
Handle all service requests with a high standard of quality and professionalism; determine the best course of action to ensure resolution meets established standards.
Review client documentation to ensure all regulatory requirements are fulfilled by the Consultant. Initiate the appropriate action on missing requirements in order to complete client requests.
Analyze and understand the root cause of problems to propose and implement solutions in order to resolve escalations.
Ensure all required reporting is current by tracking daily volumes, contacts, errors and productivity input as required.
Participate in department objectives; including quality and productivity standards and other duties as assigned within Operations Services.
Maintains knowledge of business unit policies and procedures, systems, legal, and regulatory requirements including tax reporting.
Qualifications:
3-5 years of administrative and processing experience, or a combination of post secondary and/or equivalent work experience in a relevant discipline.
Excellent written and verbal communication skills required to deliver non-scripted/scripted situation specific messages through e-mail, fax and telephone.
Working knowledge of computer applications including SSUI/RBroker, SAS, DCA, TREX, WORD, EXCEL, Office 365.
Ability to work independently and effectively in a highly organized and professional environment.
Strong organizational, analytical and problem-solving skills, ability to multi-task and adapt to frequently changing priorities is essential.
Other Job-Related Information: Overtime may be required during peak business. Flexible work hours may be required.
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 30, 2024.
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