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Location: Montreal or Winnipeg
Division: IGM Client Services Operations
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.
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 centre.
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:
Investors Group Securities Inc. (IGSI) is an investment dealer registered in all Canadian jurisdictions with the Canadian Investment Regulatory Organization (CIRO). As a securities dealer, IGSI offers a broad range of investment products including equities, fixed income, money market instruments and mutual funds to support gathering and consolidating assets within IG Wealth Management. IGSI operates a Trade Centre that supports the IGSI account inquiries and registered trade activity on behalf of our internal and external clients.
POSITION SUMMARY:
The Senior Specialist supports Wealth Planning Specialists, IGSI Consultants and internal departments through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one bilingual position that will be filled in Montreal or Winnipeg.
DUTIES INCLUDE:
Responsible for the professional servicing of in-coming telephone and email contacts from Wealth Planning Specialists, Consultants, and other internal departments
Accurately executes client trades ensuring the adherence to industry and company regulations
Maintains up-to-date knowledge on the industry and company policies, products, and procedures
Upholding ethical and professional requirements as an CIRO registrant
Participates in special projects and assignments
Completion of educational requirements to maintain registration proficiency
QUALIFICATIONS:
REQUIRED: Currently licensed as Investment Representative (IR) with IIROC or has completed the CSI Canadian Securities Course (CSC) in the last 3 years and is willing to take the CSI Conduct and Practice Handbook Course (CPH) within 30 days from the start date
REQUIRED: Bilingual (English and French)
Minimum of 2 to 4 years’ experience in the financial services industry
Post-secondary education in a related field
Strong oral communication skills
Proven problem-solving methodology
Accuracy, attention to detail and organization skills required
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
ADDITIONAL INFORMATION: Over time might be required.
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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