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Division: IG-SaleDist Location: Kingston ON
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.
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!
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
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 July 22, 2025.
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Division: IG Sales & Distribution
Location: Québec-Terrebonne
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.
The Regional Vice President is looking for a Senior Administrative Assistant. This role is key in supporting the Regional Vice President in their work as an extension of the Distribution Leadership team to lead and provide strategic direction on all aspects related to the operations and management of the local IG Wealth Management Region Office. The Regional Vice President is responsible for long-term growth, productivity, and overall sales results of their region through the attraction, acquisition and retention of both clients and top Consultant talent. In addition, they are accountable to build an inclusive, diverse and strong compliance culture within their region
Job Duties
Drawing on previous experience in an administrative role, the Senior Administrative Assistant will be responsible for providing complete administrative support for the Regional Vice President while operating in a fast-paced, confidential, multi-tasking environment. You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service.
Responsibilities
Provides confidential senior level administrative support services to the Regional Vice-President
Maintains appointment schedules and coordinates meetings (in person or virtual)
Manages email inbox and completes/actions tasks on RVP’s behalf
Proactively monitors calendar
Providing support and acting as a resource on assignments
Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation
Support and management of technology adoption
Prepares correspondence, reports and presentations.
Co-ordinating travel arrangements and preparing expense reports
Provide sales, process, marketing, and administrative support to the RVP and the entire region
Provides technology support related to BYOD; Help Desk escalations; general inquiries
Supports business development and marketing activities and strategies as required
Helps the execution of region client acquisition events (both virtual and in person)
Facilitating and follow up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner
Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity (ie. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)
Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations.
Region Office support including:
Collaboration with Region Operations team to set up workspaces and equipment requirements and facility management
Coordinates and helps to organize special projects and region meetings and events
Managing region budget/finances
Supports RVP in:
establishing a respectful workplace and promoting/creating a diverse and inclusive culture
Community support and involvement
Building a strong compliance culture
Ensuring adherence to corporate policies
Qualifications
Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry
Effective communication skills, with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
Excellent writing skills in French
Service oriented with strong relationship management skills
Ability to work independently and as part of a great team
Ability to handle confidential information in a tactful and professional manner
Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required
Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
Flexible and able to perform in a fast paced, changing environment
Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required
Bilingualism (French-English) 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.
Please apply by July 22, 2025.
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