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Career Opportunities: Senior Manager, Corporate Development (13043)

IG Wealth Management

Onsite

Manitoba, CA

July 25, 2024

Division: IGM-Finance

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.

 
Overview

The Corporate Development function at IGM Financial is responsible for leading and coordinating M&A processes, following business cases post-transaction, and leveraging the team’s strategy & business valuation expertise to add value across IGM Financial. 

Reporting to the AVP, Corporate Development, the Senior Manager is responsible for supporting and/or coordinating activities related to M&A strategic initiatives and other initiatives that require Corporate Development involvement. 

 

Key Responsibilities:

Play a key supporting role on a focused and efficient M&A team as we push forward on transaction processes, such as:

Preliminary assessment of M&A opportunities

Due Diligence

Deal negotiations

Engagement of intra-company partners as well as third-party advisors (e.g., investment bankers) and third-party vendors (e.g., virtual data room providers). 

Expressions of interest

Provide company-wide valuation expertise and valuation model development.  

Conduct analysis and research; translate your research to presentations fit for executive audiences that include the CEO and, CFO. 

Build or enhance complex financial and valuation models. 

Prepare routine reports. Ensure all documentation adheres to Corporate Development’s documentation processes and controls.  

Collaborate with various internal stakeholder teams to forecast financial performance and key financial metrics on a monthly basis. 

Mentor and develop interns and / or junior team members.

 

Qualifications:

Bachelor’s or Master’s Degree in Finance, Accounting and/or related major with a CPA, CFA or CBV designation (obtained or ongoing). 

Minimum 4 years experience in corporate development, investment banking, corporate finance, corporate strategy, venture capital or private equity; previous exposure to the wealth management, asset management, or financial services industries (fintech included) is a plus.  

Strong verbal and written communication skills with the ability to develop and maintain excellent working relationships both internally and externally. 

Ability to manage multiple shifting priorities under challenging time constraints, and coordinate projects among cross-functional teams. 

Excellent analytical and financial modeling skills. 

Proven problem-solving skills.  Able to distill complex quantitative and qualitative analysis into simpler concepts for broader audiences. 

Advanced Excel and PowerPoint skills. Proficiency in data visualization tools (Power BI or Tableau) and market data platforms (e.g., Bloomberg) would be an asset. 

The successful candidate will be expected to travel from time to time and must be willing and able to do so. 

While IGM Financial, as an organization, aims at managing its employees’ workloads over the course of a month or year, the position may require, from time to time, flexibility during unpredictable periods of extended hours, including evenings and weekends. 

 

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

 

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

 

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

 

Please apply by August 6, 2024.  

 

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Career Opportunities: Bilingual Senior Client Relations Specialist (13040)

IG Wealth Management

Onsite

Manitoba, CA

July 24, 2024

 Leadership

Division: IGM Client Services Operation

Location: Winnipeg or 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.

 
Position Summary:

The Senior Client Services specialist plays an integral role in supporting advisors in servicing the needs of high-net-worth clients and manage escalations, exceptions, and inquiries.  This role is responsible for managing complex cases and making critical and time sensitive decisions that will enhance client satisfaction by using acquired experience, resources, and precedents. The Senior Client Services specialist will act as a critical liaison between clients/advisors, other internal departments, and other Client Services operations team members as well as coordinate the timely execution of escalated cases by triaging cases, escalating directly with other financial institutions, completing root cause analysis, and providing feedback to internal partners to further enhance processes, procedures, and coaching. 

 

Duties Include, but are not limited to:

Coordinate any work performed by other service departments (Region Office Operations, Operations Services, Brokerage Operations, Legal, Compliance, etc.) and ensure appropriate service levels are provided to avoid financial losses and reputational damage.

Provide personalized assistance and administrative support on requirements, forms and submission methods, schedule and facilitate a pre-submission full review meeting for extensive assistance to advisors and their teams, pre and post submission of their requests. Proactively communicate with the advisor’s team regarding NIGO (fully review NIGOs to determine if valid or can be resolved internally and support advisor through the resolution process), status updates, follow-ups, and confirmation upon completion of all transactions. Proactively anticipate service concerns and work with colleagues to develop solutions.

Proactively escalate by calling or meeting with external business partners and other financial institutions for quick resolution.

Conduct research & analysis of complex and/or escalated issues to determine the best course of action for resolution.

Analyze the root cause of errors and trends to proactively implement changes to improve overall client satisfaction.

Identify areas of improvement to increase accuracy and efficiency of processing.

Provide feedback to leadership team on the knowledge & skills of the team members.

Communicate with internal and external business partners to explain current functions, procedures, policy, and problem resolution.

Maintain broad knowledge of business policy & procedures and participate in relevant training and development opportunities.

 

 

Qualifications:

Post-secondary education in a related field

Knowledge of core products, services, policies & procedures for investment offerings

Strong analytical, problem solving and decision-making skills.

Excellent communication skills (both written and verbal) with demonstrated ability to articulate relevant information and direction in an organized and concise manner.

Demonstrated organizational skills with the ability to manage multiple priorities.

Strong PC skills and practical experience with MS Office tools (Word, Excel, PowerPoint, Access)

Advanced knowledge of internal systems (All digital tools: SAS, DCA, TREX, Transact, Salesforce (Advisor Portal, Digital Forms, DocuSign), Platform Zero.) and proven desire and ability to learn quickly.

Bilingual (French & English) mandatory

 

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

 

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

 

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

 

Please apply by August 5, 2024.  

 

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

IG Wealth Management

Onsite

Manitoba, CA

July 24, 2024

Division: IGM Finance

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 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 August 5, 2024.  

 

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Career Opportunities: Senior Administrative Assistant (13033)

IG Wealth Management

Onsite

Manitoba, CA

July 19, 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.

 
Position (details)

We are currently accepting applications for the position of Client Services Operations (CSO) Snr Administrative Assistant. This position is responsible for providing support to 2+ CSO Vice Presidents.

 

The successful candidates’ specific responsibilities will include:

Managing calendars

Coordinating all aspects of meeting logistics (nationally and cross company), including securing meeting rooms, audio/visual connectivity and preparation and distribution of presentations

Processing and coordinating invoice payments

Providing departmental support for all components of onboarding/offboarding staff and contractors including workstation allocation, hardware/software/access requests, updating distribution lists, obtaining building access cards, creating and maintaining time tracking profiles and being a point of contact for related activities

Coordinating travel arrangements and preparing expense reports

Coordinating and organizing team meetings

Providing general administrative duties, such as drafting and preparing reports and presentations, photocopying and scanning

Supporting the teams by performing tasks as required to meet deadlines

Preparing spreadsheets, analyzing data, and creating presentations in PowerPoint 

Maintaining appropriate filing systems for the team as we move towards a paper-free environment

While in the office, ordering and maintaining general office supplies and equipment maintenance (photocopiers)

Testing of internal controls and documenting procedures

Maintaining a time reporting system as needed for the teams

Performing general accounting and other administrative duties as required

Assisting with department social events and town halls

Provide coverage and sharing duties with other members of the administrative team as needed

 

The successful candidate must have the following qualifications:

A minimum of 6+ years’ experience as an Administrative Assistant and Executive Assistant

Excellent communication skills, both verbal and written, and excellent interpersonal skills to interact with individuals at all levels of the organization

Proficient with MS Office applications (Microsoft Word, Outlook, Excel, PowerPoint, SharePoint) at the intermediate/advanced level 

Aptitude for using collaborative communication tools such as Microsoft Teams

Outstanding technology skills and digital savvy; supporting paper-free business environments; applying technology for document management; facilitating team collaboration, etc.

Ability to handle confidential information professionally

Detail-oriented, accurate and able to perform in a fast-paced environment

Outstanding organizational, planning and prioritization skills

Ability to multi-task to manage/prioritize multiple projects simultaneously as required 

Ability to work well independently and within a team environment

Proficient in prioritizing work, managing tight deadlines and have strong attention to details.

 
 

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 July 31, 2024. 

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Career Opportunities: Senior Client Relations Specialist (13032)

IG Wealth Management

Onsite

Manitoba, CA

July 19, 2024

 Leadership

Location: Winnipeg or Montreal

Division: IGM Client Sevices 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 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:

The Contact Centre delivers critical front-line support to Consultants, Clients, Assistants, Investors Group Specialists and others on business matters and products for multiple lines of business and across multiple service platforms.

 

Position Summary:

This position is responsible for providing support and coaching to Representatives in the Contact Centre by answering inquiries and resolving complex and escalated service issues.  The Senior Client Relations Specialist is responsible for making critical and time sensitive decisions that will enhance Consultant satisfaction by using acquired experience, resources & precedents.

 

Responsibilities Include:

Coaching to enable growth and engagement by answering questions & provide coaching to Client Relations Representatives to bring them to job mastery.

Simplify business processes by assisting and managing process improvement initiatives within the corporate contact centre.

Deliver reliable, consistent & transparent service through research & analysis of complex and/or escalated cases to determine the best course of action for resolution.

Drives continuous improvement by analyzing the root cause of errors and trends to proactively implement changes to improve overall customer satisfaction.

Builds commitments of quality by providing feedback to Contact Centre leadership team on the knowledge & skills of the team members.

Builds collaborative partnerships by creating synergies and communicating to internal and external business partners to explain current Client Relations operations, procedures, policy and problem resolution.

Enabling transformation and modernization by maintaining broad knowledge of business policy & procedures and participate in relevant training and development opportunities.

Constantly adapting to new priorities by remaining nimble and agile in a fast-paced work environment and having a growth mindset in the face of challenges.

 

 Qualifications:

Post-secondary degree or diploma in business or a relevant field (Commerce, Business Administration) or equivalent combination of education and experience.

Knowledge of core products, services, policies and procedures for multiple lines of business and across multiple service platforms.

Strong inter-personal skills with the ability to adapt to a variety of personalities and mindsets.

Strong analytical, problem solving and decision-making skills.

Excellent communication skills (both written and verbal).

Demonstrated organizational skills with the ability to manage multiple priorities.

Strong PC skills and practical experience with Office 365 suite of products.

Bilingual is an asset (English & 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.  

 

Please apply by July 31, 2024. 

 

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

IG Wealth Management

Onsite

Manitoba, CA

July 19, 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 July 31, 2024 .  

 

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Career Opportunities: Director, Business Architecture and Analysis (13029)

IG Wealth Management

Onsite

Manitoba, CA

July 18, 2024

 Leadership

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.

 
The Business Architecture Lead will have a key role in driving IGM business strategy and vision enablement.  The individual will build and manage a team of experienced senior business architects and analysts accountable for assisting IGM business lines and functions in defining, designing, and enabling business capabilities, processes, and platforms across IGM.

 

Core accountabilities:

Integrated multi-year business capability roadmap, sequenced, and prioritized to effectively enable critical priorities across Mackenzie Investments and IG Wealth Management 

Business Needs Assessment & Alignment to end state Journey / Experience

Process Decomposition and Mapping:  Current to Target State

Stakeholder / Capability Impact & Gap Assessments

Business Requirements – Development & Management 

Edge Case Scenarios elicited, identified, and documented.

Process Design expertise and support.

 

Key Team Activities:

Define and ensure a structured and consistent business architecture and analysis approach and methodology is being leveraged across all business architect and analysis domains.  

Lead the articulation and development of business capability, process and platform solutions, options and recommendations.

Analyze, recommend and drive improvements to the IGM structural relationships and operating models.  Including the creation and maintenance of operating models, definition and decomposition of business capabilities, and the definition and design of interactions between processes, people, and systems.

Ensure that business problems, opportunities, requirements and recommendations are well documented and aligned with change and business objectives. 

Advise on options, risks, costs vs. benefits, and impact of changes to core business capabilities, processes and platforms/systems.

Drive the development of multi-year roadmaps for defined business capabilities through collaboration with internal business, technology and operations stakeholders.  The roadmap development process/approach will drive out the prioritization and sequencing of business imperatives, initiatives and projects.

Work closely with business experts, technology account managers, technology development, enterprise architects, vendors, and contractors to understand business and system requirements.

Ensure consistency, quality and timeliness of Requirements Management Plans, Business Requirement documents and related process flow diagrams.

Liaise with key stakeholders to elicit, analyze, communicate and validate requirements for changes to business processes, policies and information systems.   

 

Candidate Profile

Focus and Ambition: The successful candidate will not be afraid to challenge the status quo; s/he will exhibit a mindset of creativity, determination, and an energetic drive to succeed. S/he will have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team.

Inspiring and Motivating: The successful candidate will get the best performance from people; s/he will tap into people’s needs, interests and goals to motivate them to achieve. S/he will inspire commitment from people and will mobilize teams toward high performance and goal achievement.

Integrity: S/he will adhere to the highest standards of personal and professional integrity and will set a positive example for others.

Cross-functional Collaboration: The successful candidate will have a proven track record of engaging and supporting business units. S/he will have exceptional influencing skills and will work transparently and cooperatively with the cross-functional teams, effectively engaging all pertinent stakeholders, both internal and external.

Change Leadership: S/he will successfully guide the organization through change, while maintaining focus, intensity and team cohesion. S/he will be a confident leader with a low ego, and an ability to challenge and defend positions in a respectful way. S/he will be viewed as a visible leader, capable of building and articulating a shared vision for change.

Persuasion: The individual will possess strong communication and interpersonal skills, and executive presence; s/he will be highly credible with senior executives while also able to connect and build trust- based relationships with stakeholders at all levels of an organization. S/he will gain commitment, trust and support from others and will be able to sell ideas inside and outside the organization.

People Management: The individual will provide leadership and effective management of staff; accountable to influence employee commitment to the organization, to the team, and to their job.  Set appropriate context when assigning work to link the employee’s work to organizational/ business unit goals.  Build team and individual capabilities to ensure employees are capable of performing to job requirements.

Financial Services Business Acumen: Strong business background and sound experience in the financial services industry, in particular Wealth, Banking and Insurance segments.  Preference will be given to candidates with experience in the asset management and wealth management industry.

Business Architecture & Analysis Acumen: In depth knowledge of Business Architecture, Business Analysis and process design. 

 

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 commit

Career Opportunities: Senior Manager, Compliance (13025)

IG Wealth Management

Onsite

Manitoba, CA

July 17, 2024

 Leadership

Division: IGM Legal and Compliance

Location: Montreal 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.

 
DEPARTMENT SUMMARY: 

The mandate of the Compliance Department is to ensure compliance with relevant regulatory requirements affecting investment dealers, including rules, policies and by-laws of the Canadian Investment Regulatory Organization (CIRO), AMF and CSF, provincial securities commissions, insurance commissions/councils and other regulators. The Department works closely with Distribution Leadership and other management to develop appropriate corporate policies, identifies and promotes good business practices, executes business review programs to monitor sales practices, manages client complaint resolution processes and conducts branch examination programs.

 

POSITION SUMMARY:

The Senior Manager, Compliance Registrations oversees a team that is responsible registration filings to the applicable regulators such as Securities Commissions, CIRO and AMF. This includes quality and timely filings regarding licensing, outside activities, terminations, disclosures, business locations, trade names and probationary licensing of insurance candidates and financial planner licensing in Québec, through applicable external regulatory reporting systems including National Registration Database (NRD), Service en Ligne (AMF), Member Electronic Tracking System (METS) and Comprehensive Reporting System (COMSET). The Senior Manager is responsible for providing leadership and guidance to staff on sensitive issues, managing resources, ensuring consistent protocols and guidelines are applied, identifying trends and recommending process/policy improvements and corrective actions. This role will manage responses to regulatory inquiries related to registrations, including inquiries about registrant disclosures and registration issues. 

 

 DUTIES INCLUDE:

Coach and develop employees; provide guidance and support on sensitive issues

Manage resources and prioritize workflow of team to ensure daily, monthly and annual priorities are met

Lead and participate in cross-departmental initiatives including reviewing, assessing, and implementing regulatory and corporate policy and procedure changes that impact licenses

Report on apparent trends or recurring deficiencies and appropriate corrective actions.  Identify and implement process improvements.

Develop effective relationships with Business Partners, including but not limited to: Advisor Recruitment Experience, Distribution Leadership, Region Office Operations Management, Advisors and Regulators to ensure the timely resolution of sensitive cases.

Respond to regulator (Security Commissions, CIRO, CSF, AMF, Insurance Councils) inquiries related to compliance registrations. Conduct appropriate research and due diligence; correspond with Advisors and Business Partners as required to address issues questioned by regulators.

 

QUALIFICATIONS:

Minimum 10 years of experience in a financial services environment; experience in a compliance environment considered an asset

Leadership experience, including staff performance, development, and coaching

Post-secondary degree in a relevant business discipline; industry related courses considered an asset

Knowledge of the financial services industry, including understanding of Provincial Securities Acts and the bylaws, insurance councils, regulations and policies of the CIRO, AMF, CSF and other regulators

Effective analytical and problem-solving skills that rely on a risk-based approach to decision making

Strong oral and written communication skills.  Must be able to communicate clearly and effectively with various levels of staff, including senior management, along with being an effective listener.  Must have a positive and collaborative approach to teamwork. French communication is an asset.

Excellent organizational skills with the ability to prioritize and perform multiple tasks and deal with interruptions while working within strict deadlines.

Proficiency in Microsoft Word and Excel.

 

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 July 29, 2024.  

 

#LI-KN1

#LI-Hybrid

Career Opportunities: Bilingual Senior Specialist, Benefits & Wellness (18 month-Term) (13024)

IG Wealth Management

Onsite

Manitoba, CA

July 14, 2024

Division: IGM- Human Resources

Location: Toronto, Montreal 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.

 
Responsible for effective administration of assigned disability cases. This includes responsibility for program analytics and reporting, accommodations, and the facilitation of the early and safe return to work of employees.  Includes all IGM employees, IG Field Network programs.  May participate in other projects/initiatives in the overall benefits and wellness function. 

 

Key Accountabilities

Leaves and Benefits

Administers the leave from beginning to end, including employee/leader correspondence, entries/maintenance in SAP/Employee Central, verification of proper pay/benefits, calculation/setup/tracking of top-up payments.

Monitors shared mailboxes and responds to general inquires, handles absence notification communications, and tracking.

Manages processes related to health-related workplace accommodations and ergonomics.

Identifies opportunities to improve leaves management and recommends changes to policies and procedures.

Identifies and resolves multi-layer or complex problems.

Communication

Communicates effectively in English and French with multiple internal and external contacts on sensitive benefits and leave matters, to proactively identify/resolve complex issues and minimize anxiety. 

Communicates with disability provider to ensure compliance with associated policies and procedures.

Communicates wellness programs and resources varied by circumstances to support and better employee experience while on leave.

Supports the Senior Manager, Benefits & Wellness with communication and education for employees, with a focus on disability management. 
 

 Analysis and Reporting

Supports disability management and accommodations metrics and reporting. 

Contributes to developing best practices to improve people experience.
​​​​​​​

Qualifications:

HR/ Business post-secondary education.

3+ years’ work experience with increasing levels of responsibility in a benefits role.

Canadian benefits, leaves, and wellness program experience; strong time management and, communication skills. Knowledge of legislation related to disability management.

Certified Employee Benefits Specialist (CEBS), 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 July 26, 2024.  

 

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#LI-Hybrid

Career Opportunities: Bilingual Senior Client Relations Representative (13013)

IG Wealth Management

Onsite

Manitoba, CA

July 7, 2024

 Leadership

Division: IGM Client Services Operations

Location: Winnipeg or 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.
 

YOUR TEAM

The Client Relations department delivers critical front-line support to Advisors, Clients, Assistants, Specialists and other internal partners on business matters and products for multiple lines of business and across multiple service platforms. Our team of over 100 people values everyone’s passions and bold ideas. We work together to help our clients and colleagues achieve their goals. We rely on our teams to share knowledge and help one another. 

 

TRAINING AND DEVELOPMENT

You will begin with on-site on-the-job training. It will allow you to directly experience the client relations environment and get to know your teammates. During this period, you’ll learn about your role, our products, and technologies, and better understand the particulars to your role and our expectations.

 

We encourage our employees’ development and offer numerous career opportunities, including a development plan with your leader and ongoing regular coaching.   

 

WHAT YOU’LL DO

Create effortless experiences when receiving and responding to inbound phone and email contacts from consultants, clients, and other institutions, and ensuring we only do what is best for our clients.  

Deliver a reliable, consistent, and transparent service by Turning interactions into meaningful friendly conversation that make callers feel welcome and engaged.

Deliver value by maintaining knowledge and awareness of all policies, procedures and technologies including sharing information and feedback on recent policy changes and simplified business processes. 

Build a culture of quality by assisting team members with problem resolution by providing and sharing information and experiences. 

Enable personal and departmental growth by participating in individual and team meetings with leadership to discuss call monitoring feedback, training and development needs, service levels, and providing feedback on business operation needs and trends by maintaining awareness of business needs and requirements. 

Fuel our future by supporting transformation and modernization, and promoting adoption for our consultants and our clients as we go through our transformation journey 

Promote operational excellence by participating in special projects and assignments within the Client Services Division.  

 

WHAT WE’RE LOOKING FOR

Customer Service Experience and Knowledge: Minimum 2 plus years in a diverse client service focused role, with front line client service and working with mutual funds/other investments experience. 

Education: Post-secondary degree/diploma in a business discipline with relevant securities or financial services courses is an asset. 

Client Oriented: Excellent interpersonal and proven client service skills with an ability to interact across various situations.

Have an analytical mind and enjoy finding innovative solutions to challenging issues. 

Demonstrated ability to have engaging conversations with callers while maintaining a professional and proactive manner – both written and oral.

Team spirit and the ability to adopt emerging and changing technologies. Proficient PC skills including Microsoft office suite of products 

Highly engaged and adaptive with emotional intelligence, agility, critical thinking, decision making, analysis and collaboration. 

Demonstrated contact ownership and ability to drive efficient resolution

Bilingual (French and English) is 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.

 

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#LI-Hybrid

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