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Division: IGM-CSOLocation: 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.
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 Advisors, clients, and other institutions, and ensuring we only do what is best for our clients.
Deliver a reliable, proactive, consistent, and transparent service by Turning interactions into meaningful friendly conversation that make callers feel engaged and confident in our service
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 Advisors 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. 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. Proficient in English or French, with the ability to convey messages clearly and effectively. Skilled at adjusting tone to suit different audiences and simplifying complex concepts for better understanding.
Acts as a trusted representative of IG, consistently upholding our brand values in every client interaction.
Proactively seeks opportunities to enhance personal performance and contribute to team and process improvements. Embraces feedback and change with a growth-oriented attitude.
WHY IG?
IG Wealth Management is recognized among one of Canada’s Top 100 Employers. In addition to competitive compensation, we offer several flexible and advantageous benefits for you and your family:
Opportunities for a hybrid work environment
Flexible rotating shift from 7:00 am to 7:00 pm, CT Monday to Friday
Generous vacation policy, wellness days and volunteer days.
Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
Generous defined contribution pension plan and share purchase plan available to all employees
Health and wellness program focused on four key pillars including physical, mental, social and financial)
Telemedicine
Transit subsidies
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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#LI-Hybrid
Division: IG Investment Solutions
Location: Montreal, Toronto, Quebec City, Sherbrooke or Trois-Rivieres
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.
Department Summary:
The National Sales Team in the Investment Solutions business (IG Investments) oversees distribution of all IG Investments products & solutions. Additionally, Investors Group Securities Inc. (IGSI) is a securities investment dealer, registered throughout Canada. IGSI accommodates and administers the diverse brokerage product and service needs of HNW clients referred by IG Wealth Management Advisors. The Portfolio Strategist team focuses on Portfolio Strategy and Construction services for IG Advisors with HNW clients.
Position Summary:
The Portfolio Strategists support IG Advisors by providing in depth analysis on IG Wealth client & prospect portfolios more than $500,000. The purpose of the Portfolio Strategist is to provide a consistent approach to analyzing and providing options on existing client and prospective portfolios. The role has a strong emphasis on the thoughtful analysis and implementation of IG Investment products & publicly traded securities. The Portfolio Strategist Team is a centralized team that provides competitive insights, and third-party product support. Along with supporting the Wholesaling team with portfolio reviews of existing and prospective Advisors and clients.
Duties Include:
Provide portfolio analysis and client account review services using Eikon, Factset & Morningstar Advisor Workstation programs.
Conduct case & client discovery meetings with Advisors and HNW Clients
Prepare detailed options and presentations ensuring client suitability criteria, where individual securities exist
Participate in client meetings when portfolios are more than $1,000,000, and/or as needed.
Prepare and conduct training sessions as needed for The National Sales Teams
Perform in depth analysis on third party investment products
Identify and develop competitive strategies and tools to increase & promote greater consistency in the service offering.
Managing workflows to meet the Portfolio Strategist service standards.
Qualifications:
Seven years in the securities industry in a role providing client portfolio analysis, recommendations, and trade advice
Valid Securities License with Securities Commission(s) – Registered Representative/Investment Advisor category or ability to achieve licensing over a short period
Chartered Financial Analyst (CFA) designation
University Degree, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials an asset
Strong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset
Good standing in Continuing Education (CE) credits
Excellent interpersonal skills, team services ethic, and excellent presentation and communication skills, both written and oral in French and in English
Ability to participate actively in regular team meetings
Strong time management skills
Bilingualisim (French-English) is required
Attitudes:
Driven and high energy
Solution oriented
Coachable – Asks for feedback and acts on it
Puts team first
Creative
Curious and questions
Adaptable to change
Sets aggressive goals and targets
Innovates
Confident yet humble
Resilient
Shares ideas
Other details:
Hybrid work environment, a minimum of 3 days a week in office
Travel to IG offices from time to time across Canada
Participate in National Sales Conference and other Conferences at IG
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.
#LI-KN1
#LI-Hybrid
Division: IG Strategy & Business Operations
Location: Brossard, QC
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.
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.
WHAT WE OFFER: We offer a standard in-office, 37.5 hour workweek from Monday to Friday. Along with a competitive base salary, employees are eligible for an annual bonus based on the achievement of corporate goals and personal objectives. New employees start with three weeks of vacation plus additional wellness and volunteer days. From the date of hire, employees receive dental and medical insurance coverage and have the option to join a defined contribution pension plan and employee share purchase plan. Additionally, we support learning and development opportunities. We support an environment of community outreach, sustainability and Diversity, Equity & Inclusion.
POSITION SUMMARY: The Coordinator, Region 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!
Floater Travel: travel to near-by office locations will be required on a weekly/biweekly/monthly basis.
Occasional Travel: travel to nearby office locations will be required for vacation and/or absence coverage when necessary. Mileage reimbursement will be provided.
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.
#LI-KN1
#LI-Hybrid
Division: IG-InsMtgBnkLocation: Winnipeg or Toronto
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:
We are currently looking for a Director, Product Management to join our Mortgage team.
The Director, Product Management is a key member of the leadership team responsible for managing our $10B Canadian residential mortgage and HELOC portfolio. Areas of focus include product development, rate management, and product line profitability and performance.
Responsibilities:
Maintain a clear strategy for product, pricing, and promotions, to ensure a portfolio with profitable growth aligned with business priorities.
Work closely with the executive leadership team on strategies to enhance the business.
Monitor the mortgage pipeline and life cycle from initial referral to renewal.
Utilize data analytics to support decision-making.
Ensure mortgage pricing and features align to market, design discretion level frameworks, and oversee promotional rates and the Pricing Desk.
Ensure proper pricing controls and reporting is in place to monitor.
Lead joint product related forums with internal and external partners.
Develop technical specification and training documentation to support changes to existing products or the development of new residential lending products.
Requirements:
5+ years of experience managing residential lending products and pricing at a “Big 5” Canadian Bank.
Expert level of knowledge surrounding residential mortgage and HELOC product features, promotions, and pricing strategies.
Extensive industry relationships with other product related professionals.
Post-secondary education in a relevant business discipline.
Collaborative communication style and great team player.
Highly proficient PC skills and use of current technology.
English only (bilingual FR/EN not required for role).
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 24, 2025.
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#LI-Hybrid
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