Summary

Location: Ontario Region Office - Owen Sound Division: IG Strategy & 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 and Mackenzie Investments     Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.     At IG Wealth Management, our vision is to inspire financial confidence.    This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.     You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.    IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.     Position Summary:  The 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    Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers    For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.    We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.     IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.       Please apply by May 16, 2024.

Description

 

Location: Ontario Region Office – Owen Sound

Division: IG Strategy & 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 and Mackenzie Investments 

  

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

 

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

 

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

 

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

 

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

 

Position Summary: 

The 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 

 

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

 

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

 

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

 

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

 

 

Please apply by May 16, 2024. 

 

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