Jobs In Quebec, CA

Career Opportunities: Senior Specialist- Trade Centre, Process Management and Administration (13095)

Division: IGM Client Services Operations

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: 

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 IGSI clients, Wealth Specialists and IGSI Consultants 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 position that will be filled in Montreal or Winnipeg.

 
DUTIES INCLUDE:

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

Complete suitability assessment of orders and help client with KYC completion and or update

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 Registered Representative (RR) with CIRO or as Investment Representative (IR) and willing to become a RR within 90 days from the start date.

REQUIRED: Bilingual (English and French)

Minimum of 4 to 7 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:  Will be required to work some statutory holidays when US markets are available. 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.

 

Please apply by August 28, 2024.  

 

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Career Opportunities: Coordinator, Region Office Operations – Gatineau (13045)

Division: IG Strategy & Business Operations 

Location: Gatineau

 

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

 

Position Summary:  

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management. 

 

Duties Include:

Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance 

Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention

Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training 

Answers the telephone and provides exceptional client service to internal and external clients

Serves guests by greeting, welcoming and directing them appropriately

Handles incoming and outgoing mail and package distribution 

Order and maintain office supplies

Updates job knowledge by participating in educational opportunities

Performs other administrative related duties as assigned

Provides support to the Manager, Region Office Operations as required 

 

Qualifications:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite

Proven strengths in the area of:

Client service orientation – Understanding and meeting internal and external client needs and perspectives

Accountability – Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to handle pressure

Discretion and ability to organize and prioritize multiple tasks under tight deadlines

Bilingualism (French-English) is 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.

 

Please apply by September 19, 2024.

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Career Opportunities: Coordinator, Region Office Operations- St-Georges, QC (12915)

Division: IG Strategy & Business Operations

Location: St-Georges, QC

 

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

 

Position Summary:  

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management. 

 

Duties Include:

Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance 

Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention

Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training 

Answers the telephone and provides exceptional client service to internal and external clients

Serves guests by greeting, welcoming and directing them appropriately

Handles incoming and outgoing mail and package distribution 

Order and maintain office supplies

Updates job knowledge by participating in educational opportunities

Performs other administrative related duties as assigned

Provides support to the Manager, Region Office Operations as required 

 

Qualifications:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite

Proven strengths in the area of:

Client service orientation – Understanding and meeting internal and external client needs and perspectives

Accountability – Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to handle pressure

Discretion and ability to organize and prioritize multiple tasks under tight deadlines

Bilingualism (French-English) is 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.   

 

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Career Opportunities: Bilingual Senior Client Experience Specialist (12885)

Division: IGM Client Services Operations

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.  
 

Position Summary: The Senior Client Experience Specialist offers specialised support to IGM Top Financial Advisors. The Specialist is focused on providing an effortless experience and proactive support to elite advisor teams, thereby enhancing their capacity to cater and retain HNW and ultra-HNW clients. As the primary point of contact, this role offers personalized solutions, streamlined processes, and proactive assistance to solidify advisor-client relationships and ensure optimal client satisfaction.

Key Responsibilities:

Relationship Management: Establish, build, and maintain strong relationships with advisor teams. Act as the first point of contact for operational inquiries, avoiding escalations, ensuring resolution according to company policies and procedures.

Complex Case Management: Handle complex cases and quarterback any requiring specialist intervention, ensuring first contact resolution and the most efficient resolution process.

Anticipatory Problem-Solving: Regularly review and anticipate potential issues. Provide ideas and continuous improvement approaches to enhance processes and the client experience, fostering an environment of innovation and empowerment.

Risk Assessment and Coordination: Assess risks associated with complex products and services. Coordinate work performed by other service departments and ensures timely delivery to avoid financial losses and reputational damage, contributing to a seamless and efficient service delivery.

Education and Communication: Contribute to the education of advisor teams on processes, policies, and procedures. Proactively communicate service concerns and solutions to enhance advisor understanding and collaboration, fostering strong and collaborative relationships.

Personalized Assistance: Provide expert guidance on requirements for transactions, complex cases, adjustments, and exceptions, ensuring an effortless experience for advisors and clients. 
 

By joining our team as a Senior Client Experience Specialist, you’ll play a critical role in shaping and delivering an effortless experience to our top-tier advisors, supporting them in providing unparalleled service to their clients. Join us in this exciting opportunity to be part of a dynamic team dedicated to elevating the client experience and driving success in our ever-evolving industry.

 

What WE OFFER 

IG Wealth is recognized among one of Canada’s Top 100 Employers. In addition to a competitive salary starting with bonus opportunities, we offer several flexible and advantageous benefits for you and your family:

 

Hybrid office and remote work environment 

Three weeks of vacation and up to 10 paid personal/wellness days per year 

Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan 

Parental leave top-up to 100% of your salary for a period of 25 weeks

Defined contribution pension plan and share purchase plan available to all employees 

Health and wellness program focused on four key pillars including physical, mental, social and financial)  

Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year) 

Managers who support your development through coaching and managing opportunities 

Dynamic work culture where employees are encouraged to learn, develop, and collaborate with teams 

A culture that recognizes and celebrates employee milestones and accomplishments 

Diversity and inclusion programs, including an active network of Employee Resource Groups

Dress for your day policy 

Financial support offered for employees to complete industry related courses/certifications 

Extensive professional development opportunities, including access to over 11,000 training and development courses, and financial support offered for employees to complete industry related courses/certifications

Telemedicine 

Transit subsidies  
 

Qualifications:

Post-secondary degree or equivalent

Relevant industry certifications ie: IFIC, CSC or other (asset).

More than 3 years related work experience in the mutual fund or financial services industry (required)

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

Strong problem-solving abilities, with the capacity to analyze complex cases and provide innovative solutions.

Adaptability and flexibility to thrive in a fast paced and evolving work environment.

Ability to work effectively in a team environment, collaborating with colleagues to deliver exceptional client service.

Proficiency in using technology and CRM systems to track service requests, manage cases, and tasks.

Bilingual: French & English (spoken & written)  

 
 

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 September 11, 2024. 

 

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Career Opportunities: Coordinator, Region Office Operations- Mauricie, QC (13048)

Division: IG Strategy & Business Operations

Location: Mauricie, QC

 

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

 

Position Summary:  

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management. 

 

Duties Include:

Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance 

Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention

Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training 

Answers the telephone and provides exceptional client service to internal and external clients

Serves guests by greeting, welcoming and directing them appropriately

Handles incoming and outgoing mail and package distribution 

Order and maintain office supplies

Updates job knowledge by participating in educational opportunities

Performs other administrative related duties as assigned

Provides support to the Manager, Region Office Operations as required 

 

Qualifications:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite

Proven strengths in the area of:

Client service orientation – Understanding and meeting internal and external client needs and perspectives

Accountability – Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to handle pressure

Discretion and ability to organize and prioritize multiple tasks under tight deadlines

Bilingualism (French-English) is 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.   

 

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Career Opportunities: Senior Translator (13028)

Division: IGM-Marketing

Location: Montreal or Toronto

 

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. 

 

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

 

At IG Wealth Management, our vision is to inspire financial confidence.

 

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

 

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

 

IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

 
DEPARTMENT SUMMARY:

The mandate of Translation Services is to allow effective communication in French between the Company, its employees, Consultants, clients, shareholders, governments, the media and the general public.

 

JOB OPPORTUNITY:

The Translation Services department is looking for a full-time translator-revisor for a permanent position.

 

POSITION SUMMARY:

In carrying out the Company’s communication strategies, Translation Services linguists are called upon to translate from English to French or, depending on their level of experience, to revise a wide array of texts of varying levels of complexity of a general nature or relating to the financial services industry and the operations of Mackenzie Investments, IGM and IG Wealth Management. Texts can take many forms: advertisements, brochures, training of all kinds, internal and external communications, policies and procedures for all our departments, etc.

The linguists on our team are first and foremost communicators and flagbearers of the Company’s brand image in the French-speaking market. They actively collaborate with the other departments of the Company and play a key role in the visibility of the department and in raising awareness of the quality of the French language among our staff.

 

RESPONSIBILITIES AND DUTIES: 

Review translations from English to French by external vendors and internal translators of documents of varying levels of complexity on a variety of topics for the public, our clients, Consultants and employees.

Evaluate the work of internal and external translators and provide feedback to improve language and financial skills.

Translate from English to French documents of varying levels of complexity on a variety of topics.

Contact clients to obtain additional information as needed and carry out all research required to provide an accurate translation.

Help maintain consistency of terminology within the Company by recording results of research in the internal terminology database.

Proofread ready-to-publish documents.
 

QUALIFICATIONS: 

University degree in translation

Ten years of experience in translation, three of which as a revisor, preferably in the financial sector

Ability to assimilate information quickly on a variety of subjects

Attention to detail

Great ability to concentrate and organizational skills

Strong interpersonal and feedback skills

Ability to work under pressure

Team player

Solutions-oriented, intellectually savvy and autonomous

Strong communication skills, verbally and in writing, in French and English

Proficiency in all Microsoft Office365 applications (Word, PowerPoint, Excel, Outlook) and general computer skills to quickly master other applications

Previous experience in financial translation would be considered an asset

Knowledge of CAT tools (memoQ), an asset

 

Please send your resume and a covering letter in 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 September 13, 2024.

 

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Career Opportunities: Coordinator, Region Office Operations- Montréal Décarie (13074)

Division: IG Strategy & Business Operations

Location: Montréal Décarie

 

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

 

Position Summary:  

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management. 

 

Duties Include:

Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance 

Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention

Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training 

Answers the telephone and provides exceptional client service to internal and external clients

Serves guests by greeting, welcoming and directing them appropriately

Handles incoming and outgoing mail and package distribution 

Order and maintain office supplies

Updates job knowledge by participating in educational opportunities

Performs other administrative related duties as assigned

Provides support to the Manager, Region Office Operations as required 

 

Qualifications:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite

Proven strengths in the area of:

Client service orientation – Understanding and meeting internal and external client needs and perspectives

Accountability – Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to handle pressure

Discretion and ability to organize and prioritize multiple tasks under tight deadlines

Bilingualism (French-English) is 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.

 

Please apply by August 16, 2024.

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Career Opportunities: Winter Intern, Quebec Strategy & Planning (Montreal) (13124)

Division: IG Executive

Location: 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

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

 

Responsibilities:

Support the Director Planning and support with the execution of the strategic plan

Build dashboards

Perform ad hoc business and data analysis

Assist in building business case studies for strategic initiatives under review

Perform market research for effective implementation and communication

Create presentations

 

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

 

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

 

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

 

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

 

Please apply by October 6, 2024.  

 

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Career Opportunities: Bilingual Advisor, IG Wealth Connect (Gatineau) (12926)

Location: Gatineau (Quebec)

Division: Financial Services

 

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

 

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

 

At IG Wealth Management, our vision is to inspire financial confidence.

 

You will join a team that that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

 

IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

 
DEPARTMENT SUMMARY:

IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally.

 

POSITION SUMMARY: The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.

 

DUTIES INCLUDE:

Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities.

Provide financial planning advice – assist with estate planning, debt management, insurance and mortgage.

Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions.

Manage escalations – review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner.

Contribute to departmental initiatives – participate in growth of our share of wallet and implementation of IG Wealth Connect strategies. 

Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.                                    

Ensure procedural, regulatory, compliance and departmental policies are followed.

Identify opportunities for business and process improvements and implement changes as developed by management team.

 

QUALIFICATIONS:

Ability to multi-task in an extremely diverse fast-paced environment.

Solution oriented, an excellent problem solver with proficiency in financial planning.

Performance-driven high achiever with great sales skills.

Mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.

Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset.

Fully bilingual in English and French is mandatory. Excellent communication skills (written, verbal).

Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.

Minimum of 4 years experience in the financial services industry.

Practical experience with a CRM and the Office Suite.

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

 

For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.

 

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

 

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

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