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Division: IG-InvSol
Location: Toronto or Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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 (details)
The Senior Specialist, Advancement plays a critical role in supporting the operational readiness and lifecycle management of investment products. This role ensures product materials and data are accurate, compliant, and aligned with regulatory standards. Acting as a central liaison across product, compliance, legal, operations, and technology teams, the specialist drives workflow efficiency, supports digital enablement, and resolves product-related inquiries.
Responsibilities:
Support operational readiness for new product launches and changes to existing products.
Contribute, review and provide direction on client statement messages and form updates.
Ensure product materials, forms, and AdvantagePlus pages are accurate and compliant.
Partner with internal teams to streamline workflows and resolve product-related issues.
Support digital enablement and automation of product support processes.
Respond to inquiries related to product structure, eligibility, and operational procedures.
Ensure adherence to National Instrument 81-102 and other relevant regulations.
Support internal audits and regulatory reviews.
Requirements:
Bachelor’s degree in Finance, Business Administration, Economics, Commerce, or Accounting.
4–7 years of relevant experience.
Strong understanding of mutual funds, ETFs, and registered products.
Excellent communication, project management, and analytical skills.
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IGM 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.
IG 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.
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Division: Field relations and Specialized supportLocation: Montreal or 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 Summary:
The Senior Specialist plays an integral role in supporting advisors in servicing the needs of advisor and clients and manage escalations, exceptions, and inquiries. This role is responsible for managing complex cases and making critical and time sensitive decisions that will enhance client satisfaction by using acquired experience, resources, and precedents. The Senior Specialist will act as a critical liaison between clients/advisors, other internal departments, and other WMO &ECC operations team members as well as coordinate the timely execution of escalated cases by triaging cases, escalating directly with other financial institutions, completing root cause analysis, and providing feedback to internal partners to further enhance processes, procedures, and coaching.
Duties Include, but are not limited to:
Coordinate any work performed by other service departments (Region Office Operations, Operations Services, Brokerage Operations, Legal, Compliance, etc.) and ensure appropriate service levels are provided to avoid financial losses and reputational damage.
Provide personalized assistance and administrative support on requirements, forms and submission methods, schedule and facilitate a pre-submission full review meeting for extensive assistance to advisors and their teams, pre and post submission of their requests. Proactively communicate with the advisor’s team regarding NIGO (fully review NIGOs to determine if valid or can be resolved internally and support advisor through the resolution process), status updates, follow-ups, and confirmation upon completion of all transactions. Proactively anticipate service concerns and work with colleagues to develop solutions.
Proactively escalate by calling or meeting with external business partners and other financial institutions for quick resolution.
Conduct research & analysis of complex and/or escalated issues to determine the best course of action for resolution.
Analyze the root cause of errors and trends to proactively implement changes to improve overall client satisfaction.
Identify areas of improvement to increase accuracy and efficiency of processing.
Provide feedback to leadership team on the knowledge & skills of the team members.
Communicate with internal and external business partners to explain current functions, procedures, policy, and problem resolution.
Maintain broad knowledge of business policy & procedures and participate in relevant training and development opportunities.
Qualifications:
Post-secondary education in a related field
Knowledge of core products, services, policies & procedures for investment offerings
Strong analytical, problem solving and decision-making skills.
Excellent communication skills (both written and verbal) with demonstrated ability to articulate relevant information and direction in an organized and concise manner.
Demonstrated organizational skills with the ability to manage multiple priorities.
Strong PC skills and practical experience with MS Office tools (Word, Excel, PowerPoint, Access)
Advanced knowledge of internal systems (All digital tools: SAS, DCA, TREX, Transact, Salesforce (Advisor Portal, Digital Forms, DocuSign), Platform Zero.) and proven desire and ability to learn quickly.
Bilingual is an asset (French & English)
As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.
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 October 8, 2025.
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