Jobs In Alberta, CA

Career Opportunities: Coordinator, Region Office Operations – Red Deer (Term) (12978)

Division: IG Strategy & Business Operations

Location: Red Deer, Alberta

 

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 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.

 

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 Region Office Operations Division is responsible for providing operational and administrative support services to members of the Consultant network in Region and Division offices across the country. 

 

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

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

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 Suite

 

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 June 21, 2024. 

#LI-KN1 

#LI-Onsite

Career Opportunities: Coordinator, Region Office Operations – Edmonton (Term) (12979)

Division: IG Strategy & Business Operations

Location: Edmonton, Alberta

 

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 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.

 

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 Region Office Operations Division is responsible for providing operational and administrative support services to members of the Consultant network in Region and Division offices across the country. 

 

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

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

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 Suite

 

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 June 21, 2024. 

#LI-KN1 

#LI-Onsite

Career Opportunities: Bilingual Advisor, IG Wealth Connect (Calgary) (12923)

Location: Calgary (Alberta)

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.

 
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

Career Opportunities: Tax & Estate Planning Accountant (12939)

Division: IG-FinPln

Location: Any Canadian province outside of Quebec

 

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 Advanced Financial Planning department is a growing team of 47 legal, accounting, and financial planning professionals responsible for providing support, training and resource material to IG financial advisors. The support provided includes estate planning, tax planning, and financial planning software support on complex cases. Members of the department provide support to high-net-worth clients, particularly those with complex needs, by meeting with them (either remotely or in person) to discuss tax and estate planning issues, opportunities and strategies, as well as liaising with the client’s external professionals to co-ordinate planning where necessary.

 

We are currently looking for a tax accountant to join our Advanced Financial Planning team. We are open to considering candidates located in any Canadian province outside of Quebec. Although work can be conducted remotely, there will be an expectation of periodic travel to meet in person with the team and with high-net-worth clients.

 

Responsibilities:

Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail.

Prepare written reports (based on detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies, and issues.

Analyze financial plans for complex client situations, particularly those involving business owners and private corporations.

Able to work independently and undertake meetings or conference calls with clients and/or their professional advisors on matters relating to tax and estate planning.

Present concepts and deliver continuing education sessions within the Advanced Financial Planning team.

Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).

Represent IG Wealth Management’s financial planning approach to the media, public audiences, and professional organizations.

Complete the Certified Financial Planner (“CFP”) designation with FP Canada if not already obtained.

 

Requirements:

Minimum 5 years experience in advanced taxation and estate planning, with a preference for completion of additional industry related education (examples could include the CPA Canada in-depth tax course or the Trust and Estate Practitioner designation awarded by the Society of Trust and Estate Practitioners) and experience in delivering advice to owner/managed businesses and/or high-net-worth individuals.

Completion of a post-secondary university degree plus attainment of a professional accounting designation.

A continuous learner who stays on top of business trends and changes in the law.

Flexible, able to work with light supervision and adapt to change.

Strong verbal and written communication skills.

Strong public speaking and training skills.

Proficiency with Windows environment PC based tools.

 

Candidates will be assessed to determine the appropriate career level within the organization that will aligns with qualifications, including experience, education, training, licenses, certifications, and other business and organizational requirements listed above. 
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 June 21, 2024. 

 

#LI-KN1 

#LI-Hybrid

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