Division: IGM-CSO
Location: Winnipeg or Toronto
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.
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
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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