Jobs In Quebec, CA

Career Opportunities: Senior Manager Tax and Estate Planning (12799)

Division: IG Financial Planning

Location: Québec, 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.  

 
 

The Advanced Financial Planning department is made up of a growing team that includes 35 accountants, lawyers and financial planners and provides financial planning support, training and resource material to IG Wealth Management Consultants. The financial planning support provided includes taxation, estate planning and insurance support on complex cases and non-technical support for the financial planning software.  The department also represents Investors Group and its financial planning expertise to the media, the public and professional organizations through interviews and presentations.

 

We are currently looking for a Senior Manager to join our Advanced Financial Planning team.

 

The Senior Manager is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. The position also provides advice to other head office departments and represents IG Wealth Management’s financial planning approach to the media, clients, the public and professional associations.

 

Responsibilities include:

Provide advanced taxation and estate planning and other financial planning support IG Wealth Management Consultants, by responding to their questions on will and estate planning, taxation and other financial planning issues received by telephone and e-mail.
Provide written reports to support IG Wealth Management Consultants, based on detailed analysis, for complex high asset client situations, advising on will and estate planning, tax planning and other financial planning opportunities, strategies and issues.
Participate in meetings or conference calls with clients and/or their professional advisors on matters relating to estate and tax planning.
Initiate, develop and deliver advanced estate planning, taxation and other financial planning training for support IG Wealth Management Consultants.
Develop and update financial planning resource tools for IG Wealth Management Consultants.
Provide advice and training to other support IG Wealth Management departments on advanced estate planning, taxation and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participation on editorial committees for production of client publications, advice on new product development and on the appropriateness of various financial planning solutions).
Obtain the Financial Planner license with IPF.

 

Qualifications:

Minimum 3 years experience in advanced will, estate and tax planning. Candidates who have completed the CICA in-depth tax course or who have a degree in a recognized university program in taxation will be preferred.
Attainment of a university degree and CPA licensed.
A continuous learner who stays on top of business trends and tax technical changes.
Flexible, able to work with light supervision and adapt to change.
Strong verbal and written communication skills in French and in English.
Strong public speaking and training skills.
Bilingualism (French and English).
Proficiency with Windows environment PC based tools.

 

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 March 31, 2024. 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Regional Estate and Insurance Specialist – Montreal (12818)

Location: Montréal

Division: IG Insurance Mortgage & Banking

 

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 Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning 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.  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.

 
The Role:

The Insurance and Estate Planning Specialist (IEPS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the IEPS designs and implements advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection. Competitive base salary and benefits are offered, as well as performance-based compensation.

The IEPS uses their expertise in insurance and estate planning to optimize clients’ financial plans. They will use leading financial planning software to translate abstract notions into concrete terms. Through a proactive approach, the IEPS will identify opportunities to partner with advisors and clients. 

 

Responsibilities:

Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients

Identify clients and insurance opportunities together with the consultant.

Develop proposal, model in our proprietary financial planning software, and present the solution to the client.

Actively speak and engage consultants at RO events and clients at marketing events.

Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.

Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.

Collaborate with Head Office on insurance and estate planning initiatives to the field.

 

Requirements:

Strong leadership, sales and relationship building skills and ability to execute on your own business plan.

Knowledge and understanding of industry conditions and trends, and competitor products and pricing.

Expert knowledge of insurance & estate planning principles, financial services, and tax laws.

Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.

Strong customer service attitude with good interpersonal skills

Ability to work independently and in a team environment in both French and English.

Well-developed negotiation and influencing skills.

Strong decision-making and problem-solving skills

Holds applicable provincial licenses.

 

 
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 March 20, 2024. 

 

#LI-KN1

#LI-Hybrid

Career Opportunities: Regional Estate and Insurance Specialist – Quebec City & surrounding (12817)

Location: Quebec City & surrounding

Division: IG Insurance Mortgage & Banking

 

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 Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning 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.  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.

 
The Role:

The Insurance and Estate Planning Specialist (IEPS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the IEPS designs and implements advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection. Competitive base salary and benefits are offered, as well as performance-based compensation.

The IEPS uses their expertise in insurance and estate planning to optimize clients’ financial plans. They will use leading financial planning software to translate abstract notions into concrete terms. Through a proactive approach, the IEPS will identify opportunities to partner with advisors and clients. 

 

Responsibilities:

Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients

Identify clients and insurance opportunities together with the consultant.

Develop proposal, model in our proprietary financial planning software, and present the solution to the client.

Actively speak and engage consultants at RO events and clients at marketing events.

Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.

Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.

Collaborate with Head Office on insurance and estate planning initiatives to the field.

 

Requirements:

Strong leadership, sales and relationship building skills and ability to execute on your own business plan.

Knowledge and understanding of industry conditions and trends, and competitor products and pricing.

Expert knowledge of insurance & estate planning principles, financial services, and tax laws.

Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.

Strong customer service attitude with good interpersonal skills

Ability to work independently and in a team environment in both French and English.

Well-developed negotiation and influencing skills.

Strong decision-making and problem-solving skills

Holds applicable provincial licenses.

 

 
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 March 20, 2024. 

 

#LI-KN1

#LI-Hybrid

Career Opportunities: Estate Coordinator, Wealth Operations (12839)

Division: IGM-CSO

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.  
 

DEPARTMENT SUMMARY:  We are looking for a Coordinators to join our Estates team in Montreal.   Wealth Operations provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to clients, Consultant Network, Planning Specialists and Regional Offices.

 

POSITION SUMMARY: This position will be responsible for completing the settlement processing for all deceased client’s assets at IG. The individual should be a strong team player who enjoys and excels working in a challenging, and fast paste environment.  They want to be comfortable working on multiply applications and handling all account types and different products such as Mutual Funds, GIC’s, Stocks, Bonds etc.; with focus of providing an exceptional client experience.  The individual would be responsible to handle all types of client requests accurately and effectively with ensuring they are processed in a timely manner for settlement of estate assets.

 

Duties Include:

Interpreting and analyzing documentation for the settlement of all account types and variety of products for a deceased IGM client estate.
Process the settlement of all deceased client accounts which includes redemptions, transfers, account and tax adjustments, service set-up and account set ups and non-resident processing.
Ensure the processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines

 

QUALIFICATIONS:

Minimum 1 -2 years’ experience in an investment or financial services environment.
Excellent oral and written communication skills in both English and French
Mutual Fund and Financial Industry knowledge and experience is an asset
Well-developed knowledge of Investors Group products and services.
Experience with TreX, DCA, SAS and RBroker operating systems along with strong PC skills working with Windows, Excel and Word
Proven analytical, problem solving and decision-making skills
Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment
Ability to multi-task and adapt to frequently changing priorities
Strong organizational, Interpersonal and time-management skills.

 

OTHER JOB-RELATED INFORMATION: Overtime may be required during peak business. Flexible work hours may 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 April 5, 2024.

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Manager, Client Relations (12736)

Location: Montreal

Division: Client Services Operations

 

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

  

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

 

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

 

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

 

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

 

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

 
Department Summary:

The Client Relations department delivers critical front-line support to Consultants, 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 IG and MI. 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. In addition, the Contact Centre is embarking on an optimization program that will modernize and digitize contact handling. The Manager, Client Relations is responsible for providing direction and coaching to team members while ensuring productivity and quality targets are met. The Manager is responsible for the daily operations of the business unit and is knowledgeable in the unit’s functions so that the resources are managed efficiently and effectively. The Manager is responsible for additional management and representation on Corporate Contact Centre and Client Relations projects and initiatives. The Manager is also responsible for recruiting the best talent in the industry and employee onboarding.

 

Duties Include:

Change Management – develop, motivate, mentor and provide leadership for the team through the change management process.

Coaching to enable growth and engagement of team members and enabling practices around behaviors and mindsets to help them achieve their very best while allowing them to learn and grow.

Onboarding of new talent including recruitment, interviewing, and selection to support business volumes and strategies.

Providing strong leadership and decision-making capabilities to effectively lead your team to their developmental goals with a high degree of emotional intelligence.

Enabling transformation and modernization as part of the Contact Centre journey to support frontlines and clients as they go through this transformation.

Builds commitments of quality by monitoring phone and email contacts to ensure a reliable, consistent, and transparent service is demonstrated.

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

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

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

Creating effortless experiences by ensuing the client is at the heart of everything we do and eliminating barriers for the client and your team. Required to stay current on a broad spectrum of technologies and knowledge for various products and services.

Constantly adapting to new priorities by remaining nimble and agile in a fast-paced work environment

 

Qualifications:

Contact Centre Experience and Knowledge: Minimum 5 years in a Contact Centre environment, including 2 years of formal leadership.

Education: Post-secondary degree or diploma in business or a relevant field (Commerce, Business Administration)

Inter-personal skills: Ability to adapt to a variety of personalities and mindsets and exercise emotional intelligence to build relationships. High requirement for relationship management skills and ability to lead virtually/work from home and across locations.

Organization: Demonstrated organizational skills with the ability to manage multiple priorities

Critical/Strategic Thinking: Strong analytical, problem solving and decision-making skills

Skills: Strong PC skills and practical experience with Microsoft Office Suite

Communication: Exceptional oral and written communication skills and ability to communicate on our various values

Bilingual (English & French) 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 April 1, 2024. 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Senior Manager Quebec Planning Support (12830)

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.  
We are looking for a senior manager who will be responsible to uphold and corroborate the implementation of strategic and tactic initiatives that support QC strategic plan. This position will play a key role with our QC growth programs and activities such as; develop external partnerships to drive industry candidates hiring and visibility, develop external and internal education and training to increase knowledge on core competencies for Mass Affluent and High Net Worth and further advance our distinctive value proposition. This position will report to the Director, Quebec Planning and Support and will work across divisions.

 

Duties include :

Responsible for a thorough implementation of tactics and initiatives to achieve the gains set out in the Quebec strategic plan; client acquisition, share of wallet, talent acquisition and visibility.
Identify, lead and increase ROI on strategic partnerships
Ensure productive relationship with key industry stakeholders
Identify and implement business development opportunities that support Quebec strategic talent acquisition strategies; internships, industry relationships and visibility; finance MTL, APFF, IQPF, CTEQ, CPA, …..
Evaluate and provide recommendations to QC executive team on Quebec internal and external environment factors that can potentially improve or impact our strategic plan.
Generate ideas and opportunities for key programs such as sales advisory support and practice management programs for Mass Affluent and High Net Worth clients that will resonate with target advisor audience and foster sales growth.
Steer and execute the development of a comprehensive educational program on core competencies to strengthen advice and drive superior advice to five key occupation groups, such as; business owners, professionals, executives, farmers/fishermen and pre-retirees/retirees 

Qualifications :

University degree/diploma in relevant business discipline
Plan.Fin. designation is an asset
5-year experience in the financial services industry
In-depth knowledge and understanding of financial services industry, sales/distribution
Knowledge on Saleforces is an asset
Proven ability to build strong relationships
Knowledge of Salesforce is an asset.
Data driven and result oriented
Strategic Thinking
CPA designation an asset
Strong writing and presentation skills
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 March 27, 2024.

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Intern, Business Development (Summer 2024) (12831)

Division: IG Sales & Distribution

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 summer term position, May to August 2024 in our Montreal Office (hybrid work environment). Candidates in an undergraduate program that will be returning to school after their internship are eligible to apply.

 

The internship will support a variety of activities and functional areas within the Financial Services Division, which could include research, reporting, presentation development, data collection and related activities within Human Resources, Financial Reporting or Sales reporting.

 

Responsibilities:

Contribute to key projects related to business planning and success of National Business Development Team operations.
Support compilation of data or preparation of materials used to outline strategic, operational and business decisions.
Perform other related tasks to support key priorities within the Finance Division, including LinkedIn and Social Media development.

Requirements:

Registered students returning to school in 2024 in a related field.
Interest and passion for a career in Financial operations and looking to pursue the CFA designation post-graduation.
High level familiarity with MS Office suite; PPT, Excel specifically.
Organized with a process-oriented focus.
Ability to work well in a team environment and independently.
Excellent interpersonal, judgment & decision-making skills.
Ability to maintain strict confidentiality with all team endeavors.
Analytical and problem-solving skills.
Ability to self-motivate and prioritize time-sensitive deadlines.
Fully bilingual in English and French is mandatory. Excellent communication skills (written, verbal).
Demonstrated leadership skills.

 

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 March 27, 2024.

 

#LI-KN1 

#LI-Hybrid

Career Opportunities: Bilingual Senior Client Relations Representative (12816)

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

 

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 rec

We're sorry, there are currently no jobs listed in this location.

© 2024 Women In Leadership
v.4.1.5-40-g23eaa77