Division: IGM Client Services Operations
Location: Montreal, 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.
DEPARTMENT SUMMARY: Estates Settlements is a center of excellence within Strategic Operations & Operational Oversight, a division within Client Services Operations. The Estates Settlement team delivers the full end-to-end experience from supporting the initial estate administration, settling an estate, to supporting the Advisor in retaining assets. The team is responsible for all administrative accountabilities and contact center support to Advisors and Executors as they go through the estate process. The primary objective of the team is to deliver client centric, holistic experiences to these client segments through high-touch experiences, operational excellence, digital solutions, continuous improvements and collaboration with internal business partners. We service clients and advisors across Canada and currently have servicing teams within our Winnipeg and QGO campus locations.
POSITION SUMMARY: The Senior Manager, Estates Settlements will lead the team through a transformative journey, focused on delivering an elevated client and employee experience by implementing strategic solutions in people, process, and technology. They will partner with CSO teams to leverage existing capabilities and collaborate with digital and automation teams across IGM to deliver innovative, end-to-end business solutions that support our corporate growth strategy and estate planning. The Senior Manager will be responsible for developing Managers to enhance employee experiences through coaching, growth, development, and team culture. Additionally, they will work collaboratively with their team to enhance the estate experience through continuous improvements.
DUTIES INCLUDE:
Creating effortless experiences by establishing a shared vision and common goals that focus on delivering elevated experiences in the settlement and retention of assets.
Leading new technologies solutions by leveraging capabilities and delivering on agile solutions result in transparency, ownership and collaboration between the team and Advisors.
Enabling transformation and modernization anticipating the business unit impacts and effects to upstream and downstream functions.
Providing strong leadership and decision-making capabilities to effectively lead your team to their developmental goals.
Developing and monitoring of department goals, priorities and plans by being accountable for results in key performance areas. Development of performance metrics to align with changing technology.
Coaching Managers to enhance employee experiences by creating an environment supportive of training, coaching and engagement strategies and methodologies to create an engaged and empowered workforce.
Collaborating closely with clients and partners across IG Wealth Management to achieve departmental and divisional goals.
Change Management – participate in the development of change management plans using established methods to socialize the change story. Develop, motivate, mentor and provide leadership for the team through the change management process.
Connecting data and insights to drive continuous Improvement by listening to clients and employees to continuously improve business processes while actively seeking out and providing insights to support corporate strategies.
QUALIFICATIONS:
At least 5 years’ experience with demonstrated leadership success in the financial services sector. Demonstrated breadth and depth of knowledge in policies, processes, regulator requirements and continuous improvement.
Knowledge and experience of performance management, employee development, coaching as well as team building and employee engagement. Proven experience of managing teams through change.
Ability to establish and maintain strong working relationships with clients and business partners across the company and within the industry.
Detail oriented with the ability to delegate and meet strict deadlines and the ability to set high goals and standards for the team and yourself.
Ability to think and act strategically in a dynamic environment while anticipating future trends in service, technology and training. An innovative mindset with creative approaches to problems.
Excellent written and oral communication and an ability to interact across levels
Ability to plan, analyze data, coordinate and execute multiple initiatives and projects simultaneously
Education/skills: Post-secondary degree in Business Administration and/or related field. Industry related courses such as CSC, IFC. Proficient in Microsoft Office.
Knowledge and understanding of current technology capabilities (ie. Salesforce, Advisor Portal, Robotic Process Automation) would be considered an asset.
Bilingual (French-English) is an asset.
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
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 August 15, 2025.
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