Division: IG Sales & Distribution

Location: 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.

Department Summary: IG Wealth Connect (IGWC) is a strategic area within IG Wealth Management. Our team is responsible for managing, servicing and providing financial planning advice to a segment of clients across the country.

Duties Include:

Providing account management and servicing activities

Interpreting and analyzing documentation for the input and processing

Processing of documents based on the request received and completing according to the Investors Group policy and procedures and compliance guidelines

Using various software applications to ensure the accurate completion of requests

Ensuring documentation is complete and following up when additional documentation is required

Providing support to internal departments on requests received

Qualifications:

Experience in a financial services environment or a combination of post-secondary and/or equivalent work experience in a relevant discipline would be an asset

Mutual Fund and Financial Industry knowledge and experience is an asset

Detail-oriented, accurate and able to work well in a deadline driven environment

Good communications skills, both written and verbal

Good interpersonal, organizational and time-management skills

Familiarity with back-office data processing, processes and procedures

Proficient PC skills/experience using Windows and MS Office

Adaptable to learning

Bilingualism (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 January 17, 2025.

#LI-KN1

#LI-Hybrid