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Division: IGM-CSO
Location: Montreal or Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, Investors Group is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
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:
Investment Operations Support delivers support to clients, Advisors, Assistants, Investors Group Specialists and others on administrative matters and products.
Position Summary:
This position is responsible for clerical and financial requests. This position requires efficient processing of requests submitted mainly via email and then ingested into Trex.
Duties Include:
Ensuring procedures and regulations are met for every account. Reviewing and ensuring all transaction requirements have been met prior to processing.
Using previous experience, knowledge and available resources to meet the position’s productivity and quality objectives, in keeping with service level agreements
Performing additional tasks to help achieve department objectives
Qualifications:
2 to 4 years of experience in financial products or services
Knowledge of Rbroker, Trex systems an asset
Proficiency with Microsoft software
Proficiency in French is an asset, but not required
Excellent verbal and written communications skills
Excellent data processing and multi-tasking skills
Able to manage tight deadlines, changing priorities and variable workloads
As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.
Benefits:
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family
RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
INSURANCE: employer sponsored short-term and long-term disability.
WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IGM 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.
IG 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.
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