Summary

Division: IG-Stgy&AdvCXLocation: 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.   Position (details) The Senior Specialist, Field Programs Experience owns the end-to-end operational, administrative, and system-based processes for the Field Programs team.  It ensures the seamless onboarding and offboarding – covering everything in between of Advisors, Associates, Wealth Management Assistants, Corporate Advisors and IG Wealth Connect Reps across all platforms with flawless compliance and mapping of each individual to their teams, division and region verifying all documents are received, reviewed and securely stored and keeps licensing statuses current by updating credentials in real time.  It optimizes shared mailboxes by triaging and escalating inquiries in line with SLAs and tracking each issue through to resolution, develops and iterates on forms and templates using user feedback and data trends to eliminate errors, and maintains and audits submissions, focusing on continuous service improvements that scale with business growth.  It also manages field-system identity and access, enforces security requirements, and maintains the functionality and reporting of teaming and other structural configurations to ensure all downstream systems remain aligned. Finally, this position serves as a fully cross-trained partner, guaranteeing uninterrupted coverage and seamless knowledge transfer.   Responsibilities: Administer the licensing and appointment of all new Advisors, Associates, Wealth Management Assistants, Corporate Advisors and IG Wealth Connect Repos on the system; tracks outstanding requirements to ensure compliance with corporate policies. Lead operational enablement for the team by managing complex administrative functions including budget tracking, invoice processing, and strategic coordination of meetings, events, and cross-functional initiatives. Own the end-to-end lifecycle of advisor-facing communications by collaborating with area leads to develop, schedule, and distribute field and corporate updates in French and English that align with corporate priorities. Design, implement, and maintain scalable form and template systems using Adobe and DocuSign, ensuring compliance, accessibility, and continuous improvement across advisor workflows. Develop and curate best practice frameworks to support advisor onboarding, retention, and productivity, leveraging insights from field feedback and performance data. Manage the Field Network Administration mailbox as a central triage point—prioritising, resolving, and escalating inquiries while maintaining service-level standards. Maintain and evolve a dynamic FAQ and procedural knowledge base in OneNote and SharePoint, ensuring content is current, searchable, and aligned with advisor needs. Coordinate technology and workspace enablement, including subscription access provisioning and support in collaboration with IT and Operations. Champion a respectful and inclusive workplace, embedding equity and accessibility principles into team practices and advisor-facing materials. Provide cross-functional backup to team members ensuring continuity of service and knowledge transfer across enablement functions. Manage and oversee field system access/process issues, reporting innovation and automation. Ensure the smooth operation and continuous improvement of field programs by implementing best practices and innovative solutions. Maintain a high level of accuracy and accountability in all tasks. Respond to compliance reporting tasks, including identity management and field terminations. Ensure all compliance and audit readiness responsibilities and requirements are met and maintained with precision and diligence.   Requirements: Minimum 2 – 4 years’ experience providing support and coordination of administrative duties in the financial services industry or comparable office setting Completion of a post-secondary education program focusing on general business and/or office administration is an asset Exceptional service orientation and strong relationship management skills Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization Strong affiliation to drive for results and exceed goals and objectives Demonstrated ability in all MS Office suite products, Adobe Acrobat Pro, PDF fillable forms and DocuSign Strong technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. Attention to detail and ability to manage in a fast paced, changing environment while managing multiple priorities Ability to work independently and as part of a great team Bilingualism (English/French) 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 September 25, 2025.    #LI-KN1 #LI-Hybrid

Description

 

Division: IG-Stgy&AdvCX
Location: 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.

 

Position (details)

The Senior Specialist, Field Programs Experience owns the end-to-end operational, administrative, and system-based processes for the Field Programs team.  It ensures the seamless onboarding and offboarding – covering everything in between of Advisors, Associates, Wealth Management Assistants, Corporate Advisors and IG Wealth Connect Reps across all platforms with flawless compliance and mapping of each individual to their teams, division and region verifying all documents are received, reviewed and securely stored and keeps licensing statuses current by updating credentials in real time.  It optimizes shared mailboxes by triaging and escalating inquiries in line with SLAs and tracking each issue through to resolution, develops and iterates on forms and templates using user feedback and data trends to eliminate errors, and maintains and audits submissions, focusing on continuous service improvements that scale with business growth.  It also manages field-system identity and access, enforces security requirements, and maintains the functionality and reporting of teaming and other structural configurations to ensure all downstream systems remain aligned. Finally, this position serves as a fully cross-trained partner, guaranteeing uninterrupted coverage and seamless knowledge transfer.

 

Responsibilities:

  • Administer the licensing and appointment of all new Advisors, Associates, Wealth Management Assistants, Corporate Advisors and IG Wealth Connect Repos on the system; tracks outstanding requirements to ensure compliance with corporate policies.
  • Lead operational enablement for the team by managing complex administrative functions including budget tracking, invoice processing, and strategic coordination of meetings, events, and cross-functional initiatives.
  • Own the end-to-end lifecycle of advisor-facing communications by collaborating with area leads to develop, schedule, and distribute field and corporate updates in French and English that align with corporate priorities.
  • Design, implement, and maintain scalable form and template systems using Adobe and DocuSign, ensuring compliance, accessibility, and continuous improvement across advisor workflows.
  • Develop and curate best practice frameworks to support advisor onboarding, retention, and productivity, leveraging insights from field feedback and performance data.
  • Manage the Field Network Administration mailbox as a central triage point—prioritising, resolving, and escalating inquiries while maintaining service-level standards.
  • Maintain and evolve a dynamic FAQ and procedural knowledge base in OneNote and SharePoint, ensuring content is current, searchable, and aligned with advisor needs.
  • Coordinate technology and workspace enablement, including subscription access provisioning and support in collaboration with IT and Operations.
  • Champion a respectful and inclusive workplace, embedding equity and accessibility principles into team practices and advisor-facing materials.
  • Provide cross-functional backup to team members ensuring continuity of service and knowledge transfer across enablement functions.
  • Manage and oversee field system access/process issues, reporting innovation and automation. Ensure the smooth operation and continuous improvement of field programs by implementing best practices and innovative solutions. Maintain a high level of accuracy and accountability in all tasks.
  • Respond to compliance reporting tasks, including identity management and field terminations. Ensure all compliance and audit readiness responsibilities and requirements are met and maintained with precision and diligence.

 

Requirements:

  • Minimum 2 – 4 years’ experience providing support and coordination of administrative duties in the financial services industry or comparable office setting
  • Completion of a post-secondary education program focusing on general business and/or office administration is an asset
  • Exceptional service orientation and strong relationship management skills
  • Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization
  • Strong affiliation to drive for results and exceed goals and objectives
  • Demonstrated ability in all MS Office suite products, Adobe Acrobat Pro, PDF fillable forms and DocuSign
  • Strong technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc.
  • Attention to detail and ability to manage in a fast paced, changing environment while managing multiple priorities
  • Ability to work independently and as part of a great team
  • Bilingualism (English/French) 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 September 25, 2025. 

 

#LI-KN1

#LI-Hybrid

 

Share on LinkedInShare on FacebookTweet about this on Twitter