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Career Opportunities: Assistant Vice President, Data Technical Architecture (13131)

IG Wealth Management

Onsite

Manitoba, CA

October 5, 2024

Division: IGM Technology

Location: Toronto 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.

 
Job Purpose: The AVP Data Technical Architecture is tasked with steering the technical architecture direction for the Data Office. This includes overseeing new technology investments, innovation, and the placement of data functionality across the organization. It also involves creation, maintenance and improvements to patterns used to develop all parts of the overall IGM Data Platform solution. The role involves close collaboration with Enterprise Architecture, IT Risk, and the various leaders within the IGM Data Office to define guiding principles, standards, and patterns for the Data Office across IGM.
 

Responsibilities:

Technology Alignment (15%): Align technology standards and best practices with business outcomes. This involves working closely with SVPs/EVPs to implement new technology capabilities and function placements. The role also requires staying updated with industry trends and anticipating advancements in technology.

Technical Solutions Oversight (40%): Oversee all technical solutions for the Data Office. This includes developing architecture standards for technology, reviewing all development designs for technical and engineering aspects, and approving solution architectures for the Data Office.

Technology Standards Setting (25%): Set technology standards for the Data Office in collaboration with Risk, Security, and Enterprise Architecture. This also involves software selection, managing the delivery methodology and enhancements, including educating and training resources across Technology.

Estimates & Resource Allocations (20%): Partner with Data Architecture to develop estimates for Data Office work and manage a team of approximately 3 Data Solution Architects.

 

Key Accountabilities:

Represent Data at the Architecture Review Board and associated Enterprise Architecture meetings/workshops

Work with Enterprise Architecture to ensure new data patterns adhere to enterprise design patterns and standards.

Engage with external partners to understand new and current technologies to

Ensure all designs and architectures developed by Data Office staff meet internal design standards.

Create and maintain Data Office related roadmap items to support ongoing evolution of the Data Platforms at IGM

Engage with senior business leaders and project stakeholders on strategic projects/initiatives

Ensure pragmatic Data Platform solutions balance architecture and delivery opportunities/necessities.

Identify technical debt within the Data Platform solutions and working with the CDO and other Data Office management ensure that these are addressed in a timely manner

Develop and support the growth of the Solution Architects, Developers, Analysts and Platform Specialists working in the Data Office

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 17, 2024. 

 

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Career Opportunities: Winter Intern, Technology Engineer (13138)

IG Wealth Management

Onsite

Manitoba, CA

October 3, 2024

Division: IGM Technology

Location: 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: 

We are currently hiring an intern looking for a winter term position, January to April 2025. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply. 

 

Responsibilities: 

Primary focus will be on ad-hoc projects or support of organizational projects in-flight 

Produce documentation.  Ex; how-to guides, communication 

Analysis of documents, datasets 

Coordinate activities, meetings, tasks with internal team members 

 

Requirements: 

pro-active, problem-solving attitude and ability to work calmly under pressure 

experience working in Agile (Scrum, Kanban) environments 

Desire to always make things better  

Keep abreast of developments in field (e.g., through reading, internet, discussions, experiments with new techniques and tools) 

Understanding of testing practices 

Well-organized 

Structured thinking 

 

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 6, 2024.  

 

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Career Opportunities: Auditor, Internal Audit (13188)

IG Wealth Management

Onsite

Manitoba, CA

October 3, 2024

Division: IGM-Risk

Location: Winnipeg or Toronto

 

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.

 
What is the position?

The Auditor, Business Audit is an integral part of the Internal Audit team, who will provide assurance, insight and proactive control advice to Management and stakeholders on controls, efficiencies, and risks by participating in the planning, execution, and reporting of audit engagements.

This role will participate in the planning, development, and execution of audit procedures designed to ensure operational, financial and regulatory compliance processes have adequate internal controls which are operating in an effective manner. This role will also assist in communication of observations and recommendations to Management.

 

Why join the IGM Internal Audit team?

 

Join our growing Internal Audit function that partners with the business to provide compelling insights and assurance to our stakeholders. IGM Internal Audit is a diverse team of individuals who work under the guiding principles of Integrity, Collaboration, Innovation and Passion!  Having adopted a unique organization model that encourages empowerment and accountability, a role in Internal Audit will provide the challenge and opportunity to learn about the business and grow your career.

As part of the IGM Internal Audit team:

Your wellness and time will be respected: We provide a flexible and hybrid work environment and opportunity to work from our Winnipeg and Toronto locations.

Your education will be supported: We offer the ability to complete a variety of professional designations and continuing education programs that include mentorship, paid study and partial to full reimbursement of program fees depending on the program. This includes the Chartered Professional Accountant designation. IG Wealth Management is a Pre-approved Program Route (PPR) office for CPAs in Manitoba. CPA Candidates can be provided opportunities to fulfill all their practical experiences requirements within the Internal Audit department.

Your growth will be encouraged: We support and encourage continued education, including requirements to maintain existing designations.

Your visibility will be promoted: Opportunities to perform engagements and projects across our organization, while providing opportunities to interact with Senior Management.

Your business knowledge will be accelerated: You will have the opportunity to learn about all the IGM Financial’s family of companies, IG Wealth Management and Mackenzie Investments. You can also participate in secondment opportunities

How will you succeed?

Audit Planning – Participate in engagement planning, assist with the development of the risk and control assessment for assigned audit engagements.

Audit Execution – Responsible for the execution of test procedures as assigned, identifying and communicating test results.

Audit Reporting – Assist in the communication of results of the audit engagement to Audit Management, including the results of testing procedures, issues identified and recommendations for improvements.

Teamwork – Participate in a collaborative team environment to proactively assess risks within the organization and ensuring risks are appropriately mitigated.

Communication –Demonstrate clear, concise, and influential written and verbal communication skills when providing testing results, assist Audit Management in the communication of audit results to stakeholders through preparation of audit results.

Stakeholder Engagement – Develop strong internal and external relationships throughout the audit engagement process. Stakeholders include various levels of staff including Management.

 

What will you bring to the role?

A successful candidate will be able to demonstrate strengths in the following key areas:

Education & Experience – Successful completion of a post-secondary education in a related discipline (e.g., Business, Economics, Data Science, etc.)

Data skills – Demonstrates a high level of knowledge of Microsoft office tools, while being passionate about continuing to grow audit data analytic skills.

Putting the Client first – Demonstrates the ability to explore broadly and continues to innovate, while thinking critically and sharing ideas with the team and stakeholders.

Delivering Business Value – You’re passionate about growing your knowledge of our organization and industry to provide meaningful insights to our stakeholders.

Managing Complexities – Demonstrates a high attention-to-detail while utilizing critical thinking skills to inform your decision making.

Building Effective Relationships – You’re a team player who works effectively and shares ideas within a collaborative team.

Executing with Excellence – Drives for results to ensure all deadlines and tasks are completed, while also sharing ideas to continue to optimize work processes.

Bringing your best – You bring your authentic self to work, and you live our values.

 

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 15, 2024.  For additional information regarding this position, contact Diane Ramm. 

 

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Career Opportunities: Analyst, Client Tax Operations – 2 year term (13186)

IG Wealth Management

Onsite

Manitoba, CA

September 27, 2024

Division: IGM Client Services Operations

Location: 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:

Our industry leading Strategic Solutions and Operational Oversight area is looking for a highly motivated, committed and knowledgeable individual to join our Client Tax Operations Team. At IG Wealth Management, we are committed to attracting and growing motivated individuals who are looking to further develop their skills and be committed to our clients. The Client Tax Operations team is responsible for the compliant oversight of the collection, administration, reconciliation and remittance of taxes to regulatory bodies. Client Tax Operations also oversees production and accuracy of client tax receipts and tax-based project deliverables related to these functions.

 

POSITION SUMMARY:  

The Client Tax Operations Analyst is responsible for ensuring the compliant oversight of tax collection, administration, reconciliation, and remittance to regulatory bodies such as CRA, MRQ, and IRS. This role involves managing the production and accuracy of tax receipts and overseeing tax-based project deliverables. The ideal candidate will possess strong analytical skills, a deep understanding of tax regulations, and the ability to work effectively within a team to ensure seamless tax operations and compliance. This position requires a high level of attention to detail, excellent organizational skills, and the ability to stay updated on changes in tax regulations. The Client Tax Operations Analyst will work closely with internal and external partners to ensure execution of operational excellence and collaborate with other teams in establishing the guiding principles for the various departments within CSO.

 

Responsibilities include:

Assist in researching and validating regulatory requirements for new or established tax policies. Stay updated on changes in tax regulations and ensure the team is informed and compliant.

Ensure compliant oversight of the collection, administration, reconciliation, and remittance of taxes to regulatory bodies such as CRA, MRQ, and IRS.

Oversee the production and accuracy of client tax receipts, ensuring timely and precise delivery.

Manage tax-based project deliverables, ensuring all tasks are completed accurately and on schedule.

Collaborate with internal teams to ensure seamless tax operations and compliance with regulatory requirements.

Conduct regular audits and reconciliations to ensure the accuracy of tax data and remittances.

Develop and implement processes to improve efficiency and accuracy in tax operations.

Provide support and guidance to internal partners regarding tax-related inquiries and issues.

Prepare and submit required tax reports and documentation to regulatory bodies.

Assist in the development and maintenance of tax-related policies and procedures.

Qualifications:

Experience: Minimum 3 years’ experience gained in the financial services industry. Demonstrated experience in tax operations, accounting, or a related field. Experience with CRA, MRQ, and IRS regulations is highly desirable.

Education: Bachelor’s degree in accounting, Finance, Business Administration, or a related field. A professional certification (e.g., CPA, CMA) is a plus.

Technical Skills: Proficiency in tax software (e.g. TaxPrep, Avantax, 1099/1042 Pro), RBroker and financial systems. Advanced Excel skills and familiarity with data analysis tools.

Knowledge: Strong understanding of tax regulations and compliance requirements. Knowledge of tax reporting and reconciliation processes. Taxation and QI experience including filing and gathering relevant supporting documentation.

Analytical Skills: Excellent analytical and problem-solving skills. Ability to conduct detailed audits and reconciliations.

Communication: Strong verbal and written communication skills. Ability to explain complex tax concepts to internal teams and to communicate effectively at all levels of the organization.

Attention to Detail: High level of accuracy and attention to detail in all tasks.

Organizational Skills: Strong organizational and time management skills. Ability to manage multiple tasks and projects simultaneously.

Teamwork: Ability to work effectively in a team environment and collaborate with various departments. Team player able to work effectively with minimal supervision.

Adaptability: Ability to stay updated on changes in tax regulations and adapt processes accordingly.

 

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 9, 2024.  

 

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Career Opportunities: Director, Accounting Research & Controls (13039)

IG Wealth Management

Onsite

Manitoba, CA

September 26, 2024

Division: IGM Finance

Location: Winnipeg or Toronto

 

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:

The Director of Accounting Research will play a critical role in supporting the company’s financial reporting and accounting functions. This position will be responsible for conducting research and analysis on complex accounting issues, ensuring compliance with accounting standards and regulations, providing technical accounting guidance to various teams within the organization.

 

Responsibilities:

Conduct research and analysis on complex accounting issues, including emerging trends and regulatory changes

Provide technical accounting guidance and support to various teams, including Financial Reporting, Accounting Operations, and Investment Management

Collaborate with cross-functional teams to resolve accounting issues and implement process improvements

Stay up-to-date with changes in accounting standards, regulations, and industry best practices, including IFRS, and Canadian securities regulations

Develop and maintain technical accounting memoranda and research papers

Manage the annual audit process including coordination with external auditors and internal stakeholders

Assist in the preparation of financial statements, footnotes, and other disclosures

Participate in special projects and initiatives as needed

Requirements:

Bachelor’s degree in Accounting and CPA designation required

Minimum 5 years of experience in accounting research or technical accounting role

Strong knowledge of International Financial Reporting Standards and Canadian regulations (CSA, OSC)

Excellent research and analytical skills

Effective communication and collaboration skills

Ability to manage competing priorities in a fast-paced environment

 

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, 2024.  

 

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Career Opportunities: Bilingual Advisor, IG Wealth Connect – Winnipeg (12921)

IG Wealth Management

Onsite

Manitoba, CA

September 26, 2024

Location: Winnipeg (Manitoba)

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.

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Career Opportunities: Winter Intern, Reporting & Analytics (Winnipeg) (13123)

IG Wealth Management

Onsite

Manitoba, CA

September 25, 2024

Division: IGM Corporate Operations

Location: 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

The successful candidate will join the Reporting & Analytics team within the Business Management Office. As a team we provide analytical and reporting services that help assess Technology service performance and overall user experience. We design and manage a robust reporting framework and supporting processes that enable effective analytics. We understand Technology challenges and opportunities and identify valuable data points to help drive out actionable insights. We collaborate closely with Technology teams to finalize valuable insights and create effective presentations to communicate the findings to different groups of stakeholders.

 

Responsibilities:

Contribute to designing and building our analytics solution (dashboards, KPI’s)

Assist in designing and preparing impactful executive PowerPoint presentations

Assist in preparing and delivering recurring operational reports (daily, weekly, monthly, quarterly)

Document and improve our existing processes; automating recurring tasks

Modernize our SharePoint team sites

 

Requirements:

Knowledge of business intelligence tools (Tableau, Power BI)

Knowledge of data management tools (Microsoft SQL Server, SAP HANA)

Proficient in Microsoft Office 365 applications (PowerPoint, Excel, Teams, OneNote)

Strong verbal and written communication skills

Understanding of ITIL and ITSM processes and IT Service Management tools (ServiceNow) an asset

Knowledge creating and managing SharePoint sites an asset

 

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 6, 2024.  

 

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Career Opportunities: Senior Systems Analyst (13183)

IG Wealth Management

Onsite

Manitoba, CA

September 25, 2024

 Leadership

Division: IGM Technology

Location: Winnipeg or Toronto

 

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 Role:

We are looking for an experienced individual who will be a key member of the IT Risk Team. The team is responsible to work inside and outside the organization providing third-party and internal risk assessment services. Working with the different lines of business within the IGM organization, this role will assist with data analysis and reporting of our Key Risk Metrics (KRI) and Key Perforance Metrics (KPI).  These metrics are used across the organization to ensure we meet our standards, policies, and keep within our accepted risk tolerance.  The ability to provide clear communications, reporting and guidance will be instrumental in the growth and success of the candidate in this role.

 

Key responsibilities:

Gather and analyze data to calculate KRI/KPI metrics

Work with the risk team to provide thought leadership into how we can improve metrics and process to further enhance the team’s value

Assist in dashboarding and displaying information to present to management

Identify and analyze data to evaluate effectiveness of security controls

Document and communicate procedures, guidelines and process for internal teams

Assist in summarizing complex and sensitive topics to effectively communicate to senior stakeholders

Positive attitude, keeping a constant watch on how to do things better

Adaptability and a willingness to take on new challenges

Conflict and issue resolution and escalation

Ability to self-direct, own tasks and provide appropriate status to leadership

Take on other information risk management tasks as required

 

The following qualifications will assist the successful candidate:

Post-secondary education in a related discipline or equivalent experience.

Strong Excel and communication skills (oral, written, facilitation, presentation)

Familiarity with Power BI, Jira and ServiceNow considered an asset

Basic understanding of IT and security risks, processes, controls, and ability to converse at a technical and business level

Familiar with IT and Security principles/frameworks such as NIST CSF, Cloud Controls Matrix, CIS CSC, ITIL, ISO 27001, laws and standards considered an asset

Demonstrated ability to plan, schedule, and coordinate work

Able to maintain high levels of confidentiality and professionalism

Strong organizational, communicative, and interpersonal skills

Exhibit a growth mindset with creativity, determination, and an energetic drive to succeed

Able to communicate with a diverse group of stakeholders at all levels of the organization

Proven ability to establish and build healthy working relations

Knowledge of the Financial Services industry would be an asset

 

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 7, 2024.  

 

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Career Opportunities: Business Systems Analyst (SAP ECC) (13034)

IG Wealth Management

Onsite

Manitoba, CA

September 22, 2024

 Leadership

Division: IGM-Technology

Location: 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.

 
The Role:

As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. 

 

This role works closely with business sponsors and business representatives to capture the systems objectives, evaluate the business case, and define solutions that are in alignment with the organizational system architecture. This role also works with Project Managers, Systems Architects, and Software Developers in a shared responsibility for project evaluation, quality and completion. Involvement with large scale projects involving multiple business areas as well as internal and external providers is anticipated.  The role will require a strong understanding of the high level of complexity across business areas where both the impact and risk associated are high.

The successful candidate will be working on our Finance, Audit and Risk team, and will be responsible for configuring SAP ECC Finance modules; specifically, FI, AP, AR, CO, MM.  Our SAP ERP environment is ECC 6.0 Enhancement Pkg 8.  Detailed knowledge of impacts to SAP configuration is required to support sustainment and project delivery.   

Candidate will have 10+ years of hands-on experience in SAP Configuration and Systems Analysis with large Program experience.
 

The successful candidate will have the following responsibilities:

Liaises with business stakeholders to understand industry trends and business objectives to design the solution that will meet their decision support and management reporting needs. 

Defines and communicates systems requirements at the appropriate level of detail to ensure applications are flexible, open, scalable, available, testable, and maintainable within a high-volume production environment.

Analyzes and conceptualizes the design of the solution, working with the Systems Architect, Vendors and Software Developer to achieve the client stakeholder objectives through effective deployment of technology. 

Applies both in-depth business and technical knowledge, to successfully represent the business and technology community in arriving at technical solutions.

Works with and collaborates with internal and external technology partners in meeting the needs of Finance, Audit and Risk.

Producing knowledge-sharing documentation and providing technical guidance to junior team members.
 

The successful candidate will demonstrate the following core competencies and experience:

Positive attitude, keeping a constant watch on how to do things better 

Adaptability and a willingness to take on new challenges 

Demonstrated ability to provide technology recommendations to the business 

Experience working with developers to design and analyze alternative technical solutions, test completed code and complete a smooth implementation with business partners 

Proficient analytical, troubleshooting, and debugging skills 

Advanced knowledge, experience, and understanding of architecture, application development, application systems design, and integration

Demonstrated proficiency in a team environment with projects involving the integration of disparate types of technologies/platforms and agile development

Experienced in providing operational and sustainment services

Proven capabilities in establishing and maintaining effective partnerships and relationships 

Strong communication skills (oral, written, facilitation, presentation) and facilitation skills

Demonstrated initiative and leadership abilities – comfortable managing issues in cross functional teams 

Conflict and issue resolution and escalation 

Post-secondary education in a related discipline
 

In addition, the following competencies would be highly valued and considered more favorably:

Knowledge of the Wealth Management and the Financial Services industry

Experience with SAP, S4 Conversion,

Experience with SWIFT

Experience with SAP Concur

Canadian accounting knowledge / designation

 

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 4, 2024 .  

 

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Career Opportunities: Manager – Process Management & Administration (13160)

IG Wealth Management

Onsite

Manitoba, CA

September 21, 2024

 Leadership

Division: Client Services Operations

Location: Winnipeg, Montreal

 

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:

Process Management and Administration is dedicated to the seamless and precise execution of transactions and events related to client accounts. Our mission is to exceed client expectations by efficiently processing requests, ensuring flawless clearing and settlement, managing client and dealer bank functions, overseeing corporate actions and entitlements, and upholding the highest standards of operational controls and adjustments. Our primary objective is to deliver a comprehensive, client-centric experience through relentless pursuit of continuous improvements, enhancing operational efficiencies, and fostering strategic collaboration with our business partners in Investments, Insurance, and Mortgage/Banking.

 

POSITION SUMMARY: 

Process Management and Administration is a critical enabler of strategic initiatives in automation, transformation, and new product and technology launches. In this agile environment, the team continuously adapts to new developments, delivering optimal business solutions that create seamless, modern experiences, enhance productivity, and promote employee engagement. The Manager will lead a team of specialists, guiding them in various focus areas to operationalize processes, ensure consistent support across operational groups, and spearhead continuous process and procedural enhancements. Additional responsibilities include coaching and developing team members, overseeing daily operations, and fostering a high-performance culture. By supporting strategic, divisional, and departmental initiatives, the Manager will contribute to the creation of efficient business solutions that elevate productivity and foster employee engagement. This position reports directly to the Director of Process and Relationship Management in Winnipeg.

 

DUTIES INCLUDE:

 Leadership and Development: Deliver consistent coaching and performance management to team members, emphasizing the achievement and surpassing of personal, departmental, and divisional qualitative and quantitative goals. Initiate cross-training programs to enhance job enrichment, drive efficiency, and support career advancement.

Change Management and Engagement: Provide strategic guidance to team members during periods of change, fostering a culture of adaptability and actively promoting high levels of employee engagement.

Policy and Procedure Expertise: Maintain a proactive understanding of business unit policies and procedures, effectively communicating updates as necessary. Leverage business acumen to resolve escalated and time-sensitive issues efficiently.

Resource Optimization: Collaborate closely with the Workforce Management team to ensure service levels are consistently met and team resources are utilized to their fullest potential.

Drives continuous improvement resulting from complex/sensitive issues, proactive/critical thinking, ideation and action-oriented skills. 

Simplify business processes by assisting and managing process improvement initiatives within Client Relations. 

Builds collaborative partnerships, creates synergies and provides project representation within CSO, other corporate divisions and internal/external clients. 

Performance Analysis and Improvement: Regularly assess quality and productivity metrics, offering timely coaching to team members. Analyze performance data to identify root causes and trends, implementing actions to enhance overall results.

Strategic Initiative Support: Provide expert business and product knowledge on departmental, divisional, or corporate initiatives. Assist in overseeing and implementing business process improvement projects.

Talent Acquisition and Onboarding: Play a role to support recruiting, hiring, and onboarding new employees to accommodate fluctuating business volumes, ensuring a seamless integration into the the business.

QUALIFICATIONS:

Extensive Client Service Experience: At least 5 years of experience in a diverse, client-centric service environment, demonstrating a strong commitment to customer satisfaction and service excellence.

Educational Background: A post-secondary degree or diploma in a relevant business discipline, providing a solid foundation in business principles and practices is an asset.

Financial Operations Expertise: In-depth knowledge of financial transactions and back-office operations, ensuring a thorough understanding of the processes and procedures involved.

Strong leadership skills: Highly valued and considered a significant asset for this role

Exceptional Communication Skills: Strong oral and written communication abilities, capable of clearly and effectively interacting with various levels of staff, including senior management and cross-functional teams.

Analytical and Problem-Solving Abilities: Proven skills in analyzing complex situations and developing effective solutions, showcasing a proactive approach to problem-solving.

Organizational Proficiency: Well-developed organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, handle escalations, and meet tight deadlines efficiently.

Technical Competence: Strong PC skills and practical experience with 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 alternat

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