Summary

Division: IGM Client Services Operations Location: Winnipeg or Montreal   IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments   Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.   At IG Wealth Management, our vision is to inspire financial confidence.   This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.   You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.   IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.   YOUR TEAM The Client Relations department delivers critical front-line support to Advisors, Clients, Assistants, Specialists and other internal partners on business matters and products for multiple lines of business and across multiple service platforms. Our team of over 100 people values everyone’s passions and bold ideas. We work together to help our clients and colleagues achieve their goals. We rely on our teams to share knowledge and help one another.    TRAINING AND DEVELOPMENT You will begin with on-site on-the-job training. It will allow you to directly experience the client relations environment and get to know your teammates. During this period, you’ll learn about your role, our products, and technologies, and better understand the particulars to your role and our expectations.   We encourage our employees’ development and offer numerous career opportunities, including a development plan with your leader and ongoing regular coaching.      WHAT YOU’LL DO Create effortless experiences when receiving and responding to inbound phone and email contacts from consultants, clients, and other institutions, and ensuring we only do what is best for our clients.   Deliver a reliable, consistent, and transparent service by Turning interactions into meaningful friendly conversation that make callers feel welcome and engaged. Deliver value by maintaining knowledge and awareness of all policies, procedures and technologies including sharing information and feedback on recent policy changes and simplified business processes.  Build a culture of quality by assisting team members with problem resolution by providing and sharing information and experiences.  Enable personal and departmental growth by participating in individual and team meetings with leadership to discuss call monitoring feedback, training and development needs, service levels, and providing feedback on business operation needs and trends by maintaining awareness of business needs and requirements.  Fuel our future by supporting transformation and modernization, and promoting adoption for our consultants and our clients as we go through our transformation journey  Promote operational excellence by participating in special projects and assignments within the Client Services Division.     WHAT WE’RE LOOKING FOR Customer Service Experience and Knowledge: Minimum 2 plus years in a diverse client service focused role, with front line client service and working with mutual funds/other investments experience.  Education: Post-secondary degree/diploma in a business discipline with relevant securities or financial services courses is an asset.  Client Oriented: Excellent interpersonal and proven client service skills with an ability to interact across various situations. Have an analytical mind and enjoy finding innovative solutions to challenging issues.  Demonstrated ability to have engaging conversations with callers while maintaining a professional and proactive manner – both written and oral. Team spirit and the ability to adopt emerging and changing technologies. Proficient PC skills including Microsoft office suite of products  Highly engaged and adaptive with emotional intelligence, agility, critical thinking, decision making, analysis and collaboration.  Demonstrated contact ownership and ability to drive efficient resolution Bilingual (French and English) is an asset   Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers   We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.   IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.   #LI-KN1 #LI-Hybrid

Description

 

Division: IGM Client Services Operations

Location: Winnipeg or Montreal

 

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

 

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

 

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

 

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

 

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

 

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

 

YOUR TEAM

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

 

TRAINING AND DEVELOPMENT

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

 

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

 

WHAT YOU’LL DO

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

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

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

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

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

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

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

 

WHAT WE’RE LOOKING FOR

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

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

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

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

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

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

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

  • Demonstrated contact ownership and ability to drive efficient resolution

  • Bilingual (French and English) is an asset

 

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

 

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

 

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

 

#LI-KN1

#LI-Hybrid

 

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