Position SummaryFor over 20 years, Interior Health has been working and partnering for the health and well-being of people in British Columbia’s Interior so citizens can all enjoy a healthier tomorrow. Working with the Ministry of Health, health organizations, communities, and leaders, IH delivers services and solutions that make a positive difference in the lives of everyone in the region. Interior Health is located on the ancestral, unceded, and traditional territories of the seven Interior Region First Nations—Dãkelh Dené, St’át’imc, syilx, Tŝilhqot’in, Ktunaxa, Secwépemc, and Nlaka’pamux Nations—with 14 Chartered Métis Communities also located within the area.Reporting to the President & Chief Executive Officer, the Vice President, Indig
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Position Description: Are you a soon-to-be graduate with a passion for tech? As Canada’s largest IT consulting firm, CGI seeks innovative and tech-savvy individuals to join our New Grad Program.As a Project Coordinator, you will have the opportunity to work on exciting projects for our clients in different domains, collaborate with experienced professionals, and develop […]
Location: Calgary, Gatineau, Moncton, Montréal, Ottawa, Toronto, Vancouver, Winnipeg
Division: Financial Services
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:
IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally.
POSITION SUMMARY: The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.
DUTIES INCLUDE:
Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities.
Provide financial planning advice – assist with estate planning, debt management, insurance and mortgage.
Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions.
Manage escalations – review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner.
Contribute to departmental initiatives – participate in growth of our share of wallet and implementation of IG Wealth Connect strategies.
Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
Ensure procedural, regulatory, compliance and departmental policies are followed.
Identify opportunities for business and process improvements and implement changes as developed by management team.
QUALIFICATIONS:
Ability to multi-task in an extremely diverse fast-paced environment.
Solution oriented, an excellent problem solver with proficiency in financial planning.
Performance-driven high achiever with great sales skills.
Mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset.
Fully bilingual in English and French is mandatory. Excellent communication skills (written, verbal).
Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
Minimum of 4 years experience in the financial services industry.
Practical experience with a CRM and the Office Suite.
Knowledge of French and English is required to support clients and Team members within and/or outside the province of Quebec.
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.
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*** Please DO NOT apply for this position by submitting your profile on the BC Government Hiring Centre website. Applications must be made via the directions below. *** BC’s Office of the Human Rights Commissioner (BCOHRC) exists to address the root causes of inequality, discrimination and injustice in B.C. by shifting laws, policies, practices and cultures. We do this work through education, research, advocacy, inquiry and monitoring. Reporting to the Manager, Engagement, the Engagement Advisor is responsible for implementing a provincial engagement plan at the regional level using a human rights-based approach and decolonizing principles, ensuring alignment with the Education and Engagement department’s and BCOHRC’s strategic priorities. The Engagement
Division: IG Strategy & Business Operations
Location: Montreal (West Island)
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.
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 Region Office Operations Division is responsible for providing operational and administrative support services to members of the Advisor network in Region and Division offices across the country.
POSITION SUMMARY: The Coordinator, Regional Office Operations serves as the primary point of contact, delivering services to both internal and external clients of IG Wealth Management. This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility support tasks.
RESPONSIBILITIES:
Reception Duties: Welcoming clients and office members, managing incoming calls, and overseeing supply inventory.
Mail and Courier Management: Handling receipt, preparation, and distribution of mail and couriers.
Meeting Room and Facilities Support: Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facilities reviews.
Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.
Onboarding and Training: Assisting with onboarding new members, system training, form information, office procedures, escalation support, and general inquiries.
Administrative Support: Offering additional administrative assistance to the Manager, Region Office Operations as needed.
If you are a proactive individual with excellent communication skills and a knack for multitasking, we would love to hear from you!
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
Demonstrated strengths in:
Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients
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
Ability to organize and prioritize multiple tasks with discretion under tight deadlines
Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support
Agile learner with a desire for continuous improvement and development is an asset
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
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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