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Career Opportunities: Intern – Reporting & Analytics (Winter 2024) (12477)

IG Wealth Management

Onsite

Manitoba, CA

September 13, 2023

IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two millioIG n Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions.

 

With a strong reputation built over 90 years, IG Wealth Management is committed to providing personalized advice and exceptional outcomes for clients, inspiring financial confidence.

 

At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.

 
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

 
To apply, please include a cover letter, resume and transcripts (full unofficial version) by October 1, 2023, at 11:59pm CST.

 

 

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

 

If you need an accommodation or alternative format during the recruitment process, please contact our Talent Acquisition team for assistance.

#LI-MA2

Career Opportunities: Intern, Quality Management (Winter 2024) (12462)

IG Wealth Management

Onsite

Manitoba, CA

September 26, 2023

 Leadership

Location: Winnipeg

Division: IGM Technology

 

IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two millioIG n Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions. With a strong reputation built over 90 years, IG Wealth Management is committed to providing personalized advice and exceptional outcomes for clients, inspiring financial confidence.

 

At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.

 

 
Position

We are currently hiring an intern looking for a winter term position, January to April 2024 in our Toronto Office.  Candidates in an undergraduate program that will be returning to school after their internship are eligible to apply.

 

Responsibilities:

Work with lead to design, develop and maintain automated scripts.
Execute automated test suite and report on results.
Leverage analytic skills to investigate and document bugs.

 

Requirements:

Currently enrolled in a relevant post-secondary education program
Basic understanding of any programming language.
Interest and passion for a career in technology
Demonstrated leadership skills
Creativity and innovation
Ability to work well in a team environment and independently

Analytical and problem solving skills
Effective organizational and multi-tasking skills
Strong written and verbal communication skills
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Related previous work experience is an asset

 

 
To apply, please include a cover letter, resume and transcripts (full unofficial version) by October 1, 2023, at 11:59 pm CST.

 

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

If you need an accommodation or alternative format during the recruitment process, please contact our Talent Acquisition team for assistance. #LI-Hybrid #LI-MA2

Career Opportunities: Intern – Real Estate & Facilities Department (Winter 2024) (12463)

IG Wealth Management

Onsite

Manitoba, CA

September 26, 2023

 Contract

Location: Winnipeg

Division: IGM Technology & Data 

 

 

IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two millioIG n Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions. With a strong reputation built over 90 years, IG Wealth Management is committed to providing personalized advice and exceptional outcomes for clients, inspiring financial confidence.

 

At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.

 
Position:

We are currently hiring an intern looking for a winter term position, January to April 2024. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.

 

Located in our Winnipeg office, as a Facilities Assistant, responsible for the day-to-day support of the Real Estate team.

 

Responsibilities:

Document & monitor vacancies and occupancies providing real time snapshot of space utilization in the building
Assist with finding suitable accommodation for incoming staff and consultants
Created annotated floor plans for presentations and planning purposes
Assisting relocation of individuals as required
Assist in presentation preparation, status reporting, contract administration
Assist in maintenance and repair inquires and resolution

Requirements:

Registered students returning to school in 2024 in a related field (BCom, BA, BSc, etc.)
Ability to work well in a team environment
Excellent interpersonal, judgment & decision-making skills
Ability to self-motivate and prioritize time-sensitive deadlines

 
To apply, please include a cover letter, resume and transcripts (full unofficial version) by October 1, 2023, at 11:59 pm CST.

 

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

If you need an accommodation or alternative format during the recruitment process, please contact our Talent Acquisition team for assistance. #LI-Hybrid #LI-MA2

Career Opportunities: Intern, Strategy & Business Operations (Winter 2024) (12457)

IG Wealth Management

Onsite

Manitoba, CA

September 25, 2023

Location: Toronto or Winnipeg

Division: IG Strategy & Business Operations 

 

IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two millioIG n Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions. With a strong reputation built over 90 years, IG Wealth Management is committed to providing personalized advice and exceptional outcomes for clients, inspiring financial confidence.

 

At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.

 
Position

We are currently hiring an intern looking for a winter term position in our Toronto or Winnipeg office, January to April 2024.  Candidates in an undergraduate program that will be returning to school after the internship are eligible to apply.

 

Responsibilities:

Supporting the Head of Strategy & Business Operations
Maintaining and creating presentations
Assist in building business case studies for strategic initiatives under review
Perform market research for effective implementation and communication

 

Requirements:

Registered students returning to school in a relevant field (BCom, BA, etc.)
Proficient working with Excel, PowerPoint, and SharePoint
Excellent interpersonal, judgment & decision-making skills
Ability to self-motivate and prioritize time-sensitive deadlines
Attention to detail, error & inefficiencies when looking at big picture projects

 

 
To apply, please include a cover letter, resume and transcripts (full unofficial version) by October 1, 2023, at 11:59 pm CST.

 

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

 

If you need an accommodation or alternative format during the recruitment process, please contact our Talent Acquisition team for assistance. #LI-Hybrid #LI-MA2

Career Opportunities: Senior Manager Financial Risk (12 months contract) (12495)

IG Wealth Management

Onsite

Manitoba, CA

September 22, 2023

 Contract

Location: Toronto or Winnipeg

Division: IGM Risk, Audit & Sustainability

 

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.  

 

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 centre.  

 

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.  

 
 

(This is 12 months contract position)

 

What is the Position?

Reporting to the AVP, Financial Risk Management, the Senior Manager, Financial Risk Management (FRM) is an integral part of IGM Financial 2nd line of defense FRM team with focus on oversight of market, credit and liquidity/funding risks.

 

This role is part of IGM’s Risk Management Team whose mission is to provide constructive challenge, independent oversight, identification, evaluation and communication of financial risks across IGM. We are enhancing our risk management program at IGM Financial, and you will have the opportunity to use your business talents to contribute to enhancing and implementing financial risk management programs and reporting across IGM’s key business functions. 

 

Responsibilities

Foster a strong risk culture within the organization, working closely with operational units, business leaders and senior management.
Maintain ongoing awareness of developments in risk management, with an emphasis on financial risk management.
Develop and maintain in-depth knowledge of the businesses, wealth and asset management industry and related risk management requirements and regulatory / legislative directives.

Prepare materials and insights for quarterly risk committees (Financial Risk Management Committee, Executive Risk Management Committee and Board Risk Committee).
Monitoring the external environment for top and evolving financial risks.
Participate in company initiatives that require financial risk expertise with a goal to identify risks and recommend/implement ongoing enhancements.

 

Experience Requirements

Minimum 5-8 years of experience in financial risk management, or a related role with a strong technical background.
Financial services industry experience preferred; wealth and asset management experience is an asset.
Strong understanding and experience with complex financial risk management techniques.
Advanced MS Excel / Power Point skills.
Ability to work collaboratively across the organization.
Exceptional organizational skills with the ability to prioritize multiple tasks under tight deadlines and a proven ability to communicate effectively (both oral and written) with internal and external individuals at senior management levels.
Must possess the ability to work independently and effectively in a highly organized and professional manner.
Excellent communications skills (written and verbal).
A university degree in Finance, or a related discipline, and a financial designation is preferred (CFA, FRM, CA).

 

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 5, 2023.  

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Senior Risk Consultant (12497)

IG Wealth Management

Onsite

Manitoba, CA

September 22, 2023

 Leadership

Location: Winnipeg

Division: IGM Technology 

 

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.

 
The Role

This role, Senior Risk Consultant, is for an experienced IT and security risk analyst who will assess, prioritize, and mitigate technology risks with controls that will protect digital assets and information across IGM. The ability to provide sound advice and guidance will be instrumental in the growth and success of the candidate in this role.

 

Key responsibilities:

Analyze the risks relating to external partners and suppliers’ technologies and systems.

Assist internal clients with identifying and validating security requirements or leading the completion of information risk assessments.

Advise Company Leadership on IT risks by providing analysis reports on Risk Management and monitoring activities.

Performing in-depth third-party risk assessments to ensure compliance with security policies and standards. Assessment types include self-assessment questionnaires and examining external audit reports (i.e., SOC 2 type 2, ISO 27001)

Plan and perform recurring security control assessments across company departments, business units and operational locations.

Providing input and recommendations on information security requirements and best practices.

Perform activities to help measure and monitor compliance with company policies, standards, and procedures.

Manage and reduce exceptions and issues by identifying and/or proposing mitigating controls and recommending additional procedures or processes.

Ensure the identification, analysis, and timely reporting of inherent and residual Technology Risk

Take on other information risk management tasks as required.

 

The following qualifications will assist the successful candidate:

5+ years on working experience in security assessments related to risk, controls, corporate security standards, control procedures, vulnerability etc.

Risk assessments, security controls definition, control procedure appropriateness, security capabilities identification.

Strong Understanding of IT and security risks, processes, controls, and ability to converse at a technical and business level.

Familiar with an keep up to date on IT and Security principles/frameworks such as NIST CSF, Cloud Controls Matrix, CIS CSC, ITIL, ISO 27001, laws, and standards.

Excellent communication, interpersonal, and project management skills.

Ability to take initiative and work proactively under minimal supervision.

Able to maintain high levels of confidentiality and professionalism.

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

 

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.

 

Please apply by Octoer 5, 2023. 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Bilingual Investments Representative (12473)

IG Wealth Management

Onsite

Manitoba, CA

September 20, 2023

Location: Montreal or Winnipeg

Division: IGM Client Services Operations

 

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.  

 

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 centre.  

 

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: 

Investors Group Securities Inc.  (IGSI) is an investment dealer registered in all Canadian jurisdictions with the Canadian Investment Regulatory Organization (CIRO).  As a securities dealer, IGSI offers a broad range of investment products including equities, fixed income, money market instruments and mutual funds to support gathering and consolidating assets within IG Wealth Management.  IGSI operates a Trade Centre that supports the IGSI account inquiries and registered trade activity on behalf of our internal and external clients.      

 

POSITION SUMMARY: 

The Senior Specialist supports Wealth Planning Specialists, IGSI Consultants and internal departments through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry.  There is one bilingual position that will be filled in Montreal or Winnipeg.

 

DUTIES INCLUDE:

Responsible for the professional servicing of in-coming telephone and email contacts from Wealth Planning Specialists, Consultants, and other internal departments

Accurately executes client trades ensuring the adherence to industry and company regulations

Maintains up-to-date knowledge on the industry and company policies, products, and procedures

Upholding ethical and professional requirements as an CIRO registrant

Participates in special projects and assignments

Completion of educational requirements to maintain registration proficiency

 

QUALIFICATIONS:

REQUIRED: Currently licensed as Investment Representative (IR) with IIROC or has completed the CSI Canadian Securities Course (CSC) in the last 3 years and is willing to take the CSI Conduct and Practice Handbook Course (CPH) within 30 days from the start date

REQUIRED: Bilingual (English and French)

Minimum of 2 to 4 years’ experience in the financial services industry

Post-secondary education in a related field

Strong oral communication skills

Proven problem-solving methodology

Accuracy, attention to detail and organization skills required

 

ADDITIONAL INFORMATION:  Over time might be required.

 
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.  

 

 

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Bilingual Consultant Services Representative (12437)

IG Wealth Management

Onsite

Manitoba, CA

September 20, 2023

 Leadership

Location: Winnipeg

Division: IGM Human Resources

 

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.  

 

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 centre.  

 

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.  

 
Position (details) 

This position provides high level support to the team with a focus of achieving and exceeding set standards and continuous improvement. Other functions include:

Analyze and process missed, active and outstanding compensation in relation to consultants’ income and deductions
Support coordinators with their day-to-day transactions and reports such as insurance transactions, investment products, solutions banking, asset compensation, new business, net contribution reports and consultant/associate charges
On-boarding of new members to the team and continuous training of other individuals in the team
Develop and maintain compensation templates and procedures to follow the necessary laws and regulations
Act as primarily point of contact for assistance in the coordinator team
Assists in development, writing and payroll validation
Work with other departments across the organization to ensure that consultant’s income and deduction is accurate, and pay is updated for consultants to receive their commissions

 

 

Responsibilities: 

Mentoring and support

Train new team members joining the team
Assist Consultant Services coordinators and associates as required
QC coordinators and associates work to set standards to minimize errors
Support team with potential obstacles that may prevent team from meeting service standards and discover solutions to improve and avoid these obstacles in the future
Review quality issues and work with Manager and CSOX team to improve overall quality

Escalations

Review and process escalations in a timely manner
Be the liaison for the team regarding any situations that require immediate attention including requests from leadership
Review and analyze situations and determine best course of action and present to leadership team for confirmation
Work with leadership to handle high level escalations as required

Day to day functions

Programs: Completing assigned Programs like: Terminations, Incorporations, Insurance, CSOX etc….
Answer inquiries: Support CSR group by answering and assisting with inquiries that come through the Mailbox
Transactions processing: Support team with daily functions by handling day to day transactions that come through the Mailbox

 

Requirements: 

Minimum 2 years of administrative experience preferably in the Financial Services industry
Strong interpersonal and communication skills and the ability to work effectively with a wide range of individuals in a diverse community
Strong multi-tasking and follow through abilities
High level of proficiency in Microsoft Office programs such as Outlook, Word and Excel
Capable of setting priorities and managing multiple projects with minimal supervision
Proven experience working within a team
High School Diploma
3-5 Years of relevant experience
Bilingual French and English is mandatory 

 

Preferred

Hands on experience with SAS, IGHOST, SSUI, Net Contribution Reports and BI Launch Pad.
Strong interpersonal and communication skills and the ability to work effectively with a wide range of individuals in a diverse community
Ability to gather and analyze data and generate reports
Knowledge of all compensation types, procedures, programs and current regulations related to compensation.
Ability to make administrative and procedural decisions and judgments on time sensitive confidential issues
Strong analytical and problem-solving resolution skills are required
Post secondary education in a business discipline is an asset
3 Years of relevant experience in an HR Payroll Environment
Certification in business administration

 

Additional Requirements

No physical demands or travel requirements.

Must be able to work in office.

Primary residence preferred in Winnipeg.

 

 
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.  

 

 

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Bilingual Senior Specialist Payroll (Winnipeg, Montreal or Toronto) (12333)

IG Wealth Management

Onsite

Manitoba, CA

September 13, 2023

Location: Winnipeg,  Montréal or Toronto

Division: IGM Human Resources

 

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.  

 

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 centre.  

 

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.  

 

 
IG Wealth Management is a Canadian leader in providing the best advice, experience, and outcomes for our clients, personalized throughout their lifetime. 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 we believe:

Our success starts with the success of our clients.

In achieving excellence in all we do, and anything worth doing is worth doing extraordinarily well.

Only through teamwork can we realize our greatest potential.

We can never be satisfied with the status quo and that every day we should be focused on creating more value.

In the power of advice to change lives for the better.

It is our mission to make a difference in the world and the lives of others. 

 

We are currently looking for a Senior Payroll Specialist to join our Human Resources department. This department is responsible for effective recruiting, human resource policy development and administration, performance management systems, compensation research, organizational effectiveness, benefit programs and payroll functions. 

The  Bilingual Senior Payroll Specialist is responsible for the complete, accurate and timely preparation and processing of the IGM Financial payrolls. 

 

Responsibilities include:

Timely and accurate processing of semi-monthly payrolls; for hourly and salaried employees, monthly and quarterly payrolls, including payroll reconciliations.

Preparation of various payroll reports, both standard and ad-hoc. 

Manual calculations of retroactive payments and retroactive adjustments.

Completion of Records of Employment.

Responding to internal and external inquiries, troubleshooting and resolution of issues.

 

Qualifications:

The ability to communicate verbally and written in French and English. For candidates in Quebec, proficiency in the French language (speaking, reading, and writing) is mandatory.

5+ years of experience in a computerized payroll environment. Exposure to the financial services industry would be considered an asset.

Post-secondary education diploma/certificate in a related discipline. Completion of National Payroll Institute (NPI) – PCP designation.

Demonstrated proficiency in Microsoft Excel, Word and Outlook.

Excellent communication skills are essential as well as the ability to maintain confidentiality and sensitivity due to the nature of the information and client base.

The ability to work under pressure, with rigid deadlines.

Well-developed organizational and analytical skills.

SAP experience is an asset.

French and English mandatory (please submit resume in English and French)

 
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.  

 

 

 

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Career Opportunities: CPA Candidate (Full-Time) – CPA Training Program (12467)

IG Wealth Management

Onsite

Manitoba, CA

September 13, 2023

Location: Winnipeg

Division: IGM Risk, Audit & Sustainability

 

IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two million Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions.

 

With a strong reputation built over 90 years, IG Wealth Management is committed to providing personalized advice and exceptional outcomes for clients, inspiring financial confidence.

 

At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.

 
Position:

We are currently hiring full-time CPA Candidates. Applicants must be planning to enter the CPA Professional Education Program (PEP) to be eligible to apply.

 

Responsibilities:

In this role, you will work in a selection of our rotational departments, developing and enhancing your CPA competencies. Rotational departments include:

• Internal Audit

• Compliance

• Enterprise Risk Management

• Financial Reporting

• Property Accounting

• Expense Analysis & Reporting

• Advanced Financial Planning

• Corporate Taxation

 

Your position duties will vary based on your rotational department. Some examples of responsibilities given to our CPA Candidates include the following, as well as many other valuable hands-on opportunities:

 

• Preparing, reviewing, and analyzing various financial and management reports.

• Analyzing the impact of changes to accounting/regulatory guidelines.

• Preparing financial plans, budgets and forecasts for different business units and analyzing variances.

• Analyzing investment portfolios to ensure appropriate regulatory thresholds are met.

• Analyzing property values and the appropriateness of the valuation method.

• Assessing reporting processes/systems and recommending improvements based on stakeholder needs.

• Participating in review/analysis of key operational or performance issues and alignment to strategy.

• Participating in the process to identify, assess and monitor risks of the entity.

• Designing/updating and performing control testing procedures and/or compliance reviews and evaluating the results.

• Analyzing policies and processes with a focus on ensuring compliance with regulatory requirements. • Researching tax issues related to the organization and drawing related conclusions.

• Preparing corporate tax returns and relevant working papers.

• Researching tax issues for consultant inquiries and drawing related conclusions.

• Preparing draft sections of personal tax returns to provide estimates for tax planning strategies.

• Analyzing portions of client tax returns to identify tax planning opportunities.

 

Requirements:

• You will have completed, or nearly completed, your degree as well as the CPA Professional Education Program (PEP) prerequisite courses, with a strong academic standing.

• You have strong communication skills, both verbally and in writing, and an ability to work well both independently and in a team environment.

• You have excellent interpersonal, judgment & decision-making skills.

• You are self-motivated with the ability to prioritize time-sensitive deadlines.

• You’re proficient in MS Excel, PowerPoint, and Word.

• Fluency in French is an asset but not a requirement.

 

 
To apply, please provide a cover letter, resume and transcripts (full unofficial version) to CPAprogram@ig.ca by October 3rd at 11:59pm CST.

Note that applications must include transcripts to be considered eligible for consideration.

 

For more information about our CPA training program, please visit our webpage and read testimonials from current and past program members. Questions can be directed to CPAprogram@ig.ca

 

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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