Summary
Description
Location: Winnipeg
Division: IGM Human Resources
IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and 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:
Consultant Compensation & Network Administration is a key department within the Financial Services division for Investors Group. Consultant Compensation & Network Administration is committed to attracting and developing people who are passionate about learning and to building a foundation that supports consistent and positive service experiences for our consultants. The Compensation team provides a combination of support for our compensation programs and must have an understanding amount a variety of products across multiple platforms (ICM, SAP, IG host, IGFS, IGFS (Nominee) and IGSI) and provides administrative processing and servicing support to Investors Group Consultants, Associates, Division Directors, Regional Directors and works in partnership with Region offices and various business partners within Head office.
POSITION SUMMARY:
This position is responsible for responding to requests received through phone calls, email and paper mail, researching, analyzing and bringing resolution to sensitive issues relating to products and services available to consultants. This involves the completion of various orders, communications, financial processing, quality control and reporting. This individual is expected to maintain a high level of accuracy, timeliness and accountability.
DUTIES INCLUDE:
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Research and respond to incoming emails and phone calls.
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Identifying areas of improvement to increase accuracy and efficiency of processing within Compensation Services.
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Investigate complex situations to determine the root causes and the appropriate measures required to resolve the situation. This will include manual calculations, and reconciliations.
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Review, calculate and process Consultant/Associate compensation and remit deductions.
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Produce and amend T4A’s and Releve 1’s for commissionable earnings for the Consultant Network.
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Validate, import and process data from spreadsheets created by external suppliers and internal departments to ensure proper allocation of Consultants earnings. Work within tight deadlines to ensure processing is completed within the scheduled commission cycle.
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Act as a liaison with the respective head office partners to ensure appropriate action is taken on Consultant inquiries
QUALIFICATIONS:
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Minimum 2 years experience in a financial services environment
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Experience with TreX, DCA, SAS, SSUI and Residual CLASS operating systems along with strong PC skills working with Microsoft Office Suite applications; Excel, Word and Access.
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Proven analytical, problem solving and decision making skills
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Strong organizational skills with the ability to manage multiple priorities with accuracy and attention to detail in a timely manner
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Strong oral and written communication skills
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Working knowledge of Investors Group product shelf; operating policies and procedures
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Bilingual French and English is mandatory
OTHER JOB RELATED INFORMATION:
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Hours of Work: Availability between 7:00am – 7:00pm
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Overtime may be requested during compensation cycle end, seasonal peak periods and projects
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
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