Jobs In Quebec, CA

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 August 7, 2024.

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Career Opportunities: Bilingual – Senior Compliance Specialist (13036)

Division: IGM-Legal & Compliance

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.

 
The mandate of the Compliance Department is to ensure compliance with relevant regulatory requirements affecting mutual fund investment dealers, insurance and mortgage business partners, including rules, policies, and by-laws of the Canadian Investment Regulatory Organization (CIRO), the AMF, the 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 complaint resolution processes and conducts branch examination programs. 

 

DEPARTMENT SUMMARY:   

The mandate of the Compliance Department is to ensure compliance with relevant regulatory requirements affecting mutual fund investment dealers, insurance and mortgage business partners, including rules, policies, and by-laws of the Canadian Investment Regulatory Organization (CIRO), the AMF, the 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 complaint resolution processes and conducts branch examination programs.

 

POSITION SUMMARY:   

The Senior Compliance Specialist reviews trade activity through daily and monthly reporting, analyzing transactions to identify trends and patterns to detect deficiencies and risks. In addition, the Senior Compliance Specialist may perform ad hoc analysis and reporting in response to specific inquiries from leadership.

 

DUTIES INCLUDE:

Using a risk-based approach, review the compliance dashboard in transact on a daily basis for the purpose of assessing suitability and reasonability of trades.

Identify unusual trends through the analysis of daily and monthly trade reports requiring the application of various skill sets including a strong understanding of sales practices, regulatory requirements, compensation and financial planning principles.

Identify items of interest and bring forward to the Tier 1 Compliance Managers and other compliance partners as needed.

Mentor and provide guidance to staff on unusual, sensitive and escalated cases, and determine appropriate corrective action plans.

Active involvement in projects and other compliance initiatives.

QUALIFICATIONS:

4+ years experience in the securities/mutual fund industry, preferably with exposure to a compliance environment.

Completion of a post-secondary degree in a relevant business discipline

Mandatory completion of the Canadian Securities Course (CSC) or equivalent and the Investment Dealer Supervisor Course (IDSC) or the Branch Managers’ Examination Course (BMC) and Conduct and Practices Handbook (CPH) within 12 months of joining the team.

Sound knowledge and experience with various types of investment products and investment platforms.

Demonstrated proficiency in effective verbal and written communication across various organizational levels.

Fluency in the French language is mandatory. Ability to communicate verbally and in writing in English.

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

Demonstrated proficiency with Microsoft Word, Excel, and Access as well as internal IG client systems (SAS, Transact, Advisor Portal, Trex)

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 2, 2024.   

 

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#LI-Hybrid

Career Opportunities: Manager, Compliance (13035)

Division: IGM Legal & 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 Manager, Compliance Registrations oversees a team that is responsible for 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 Manager is responsible for providing coaching and guidance to staff, managing workflow, and coordinating training needs to manage service levels. This role also handles sensitive cases and recommends process/policy improvements and mitigation strategies. 

 

 DUTIES INCLUDE:

Manage the team including establish team goals and objectives, monitor workflow and resources to optimize service level achievements.

Set, monitor and evaluate performance and development for direct reports. Provide guidance and direction to ensure requests deemed as higher risk are properly reviewed and that good judgment is applied. 

Handle escalated and sensitive cases from business partners and/or regulators; provide recommendations to Senior Manager for timely and quality resolution.

Monitor department processes while working with business partners to ensure appropriate procedures are followed effectively. Identify trends and process improvements.

Participate in cross-departmental initiatives which includes reviewing, assessing and implementing regulatory and corporate policies and procedures.

Lead and participate in the development of new departmental policies and procedures. Review and assist with the maintenance of existing policies and procedures.

 

QUALIFICATIONS:

Minimum 7 years of experience in a financial services environment; experience in a compliance environment considered an asset

Leadership experience, preferably 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

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

Strong organizational skills and ability to multi-task in a deadline-oriented environment

Excellent interpersonal, written and oral communication skills.

Proficiency in French language would be considered 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 August 2, 2024.  

 

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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 August 19, 2024.

 

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#LI-Hybrid

Career Opportunities: Coordinator, Region Office Operations – Sherbrooke (13003)

Location: Sherbrooke (QC)

Division: IG Strategy and Business Operations

 

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

 

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

 

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.

 

What we offer:

Work week of 37.5hrs, Monday-Friday
Competitive base salary
Annual bonus based on corporate goals and personal objectives achievement
Three weeks vacation to start
Wellness/health days
Volunteering days
Dental and medical insurance coverage at hire
Option to join a defined contribution pension plan at hire
Option to join an employee share purchase plan at hire
Financing of position-related training for personal developement

 

POSITION SUMMARY: The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.

 

Duties Include:

Reception duties including welcoming clients, managing incoming calls, and supply inventory management
Mail and courier receipt, preparation, and distribution
Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review
Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training
Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries
Provide other administrative duties and 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 is an asset
Proven strengths in the areas 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
Critical Thinking – ability to optimally tackle problems and communicate solutions
Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Discretion and ability to coordinate and prioritize multiple tasks under tight deadlines
Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office 365
Agile learning and desire for continuous improvement and development an asset
Bilingualism (English-French) is an asset

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

 

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

 

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

 

At this time, we have identified a preferred candidate for this role. However, we remain committed to fair and open hiring processes. All applications received before August 2, 2024 will be considered.

 

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: 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.   

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Coordinator, Region Office Operations – Val d’Or, QC (12988)

Division: IG Strategy & Business Operations

Location: Val d’Or

 

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 acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.

 

DUTIES INCLUDE:

Reception duties including welcoming clients, managing incoming calls, and supply inventory management

Mail and courier receipt, preparation, and distribution

Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review

Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training

Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries

Provide other administrative duties and 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 is an asset

Proven strengths in the areas 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

Critical Thinking – ability to effectively problem solve and communicate solutions

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

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

Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office 365

Agile learning and desire for continuous improvement and development an asset

Bilingualism (French & 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.

 

Please apply by July 26, 2024.

 

#LI-KN1

#LI-Onsite

Career Opportunities: Bilingual Senior Client Relations Representative (13014)

Location: Montréal

Division: IGM Client Services Operations

 

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

 

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

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.  

 

POSITION SUMMARY

The Client Relations department is a critical business function and enabler of strategic transformation initiatives impacting IGWM. As a central resource for Advisors, Clients and internal business partners, Client Relations provides support for new product launches, technologies and processes that are key to the success of transformation. Working in a fast-paced environment, the main responsibility is to accurately, professionally and effectively handle and resolve client and consultant inquiries and problems through acquired product knowledge of the corporate policies and procedures.    

 

RESPONSIBILITIES

Creating 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.  

Delivering a reliable, consistent, and transparent service by handling all inquiries with a high level of quality and professionalism, determining the best course of action, and ensuring completion of action has met established standards. 

Deliver value by maintaining knowledge and awareness of all policies, procedures and technologies including sharing information 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.  

 

QUALIFICATIONS

Ability to work independently in your home office where you will serve clients on the phone leveraging your resilience, resourcefulness, and proven experience in delivering an exceptional client experience and deepening client relationships  

Contact Centre 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 

Communications: Well demonstrated written and verbal communication skills 

Understanding and adopting emerging and changing technologies is required to stay relevant. Proficient PC skills including Word, Excel, Access and email 

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

Organization: Ability to plan, execute, and follow through with actions and requests in a timely manner 

Bilingual (French and English)  

 

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 

Flexible rotating shift from 8:00 am to 6:00 pm, EST Monday to Friday 

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 

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 

Dress for your day policy 

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

Telemedicine 

Transit subsidies  

 
 

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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