Division: IGM-CSO
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

The Credit and Client Banking (CCB) Team is dedicated to maintaining accurate and reliable financial records through meticulous reconciliation and monitoring. We manage a wide range of financial operations including cash flow, settlement payments, tax execution, and regulatory reporting. Our team ensures compliance, supports audits, and delivers exceptional service through proactive analysis and stakeholder engagement.

POSITION SUMMARY:

The Senior Specialist, Credit and Client Banking, is responsible for overseeing complex financial operations and ensuring the integrity of banking and ledger activities. The Senior Specialist ensures optimal liquidity through daily cash sweep oversight and resolves escalations with a focus on root cause analysis and sustainable solutions.

As a subject matter expert, the Senior Specialist provides technical guidance across cross-functional teams, reviews and authorizes high-value transactions, and mentors junior staff to uphold accuracy and quality standards. The role supports audit readiness and regulatory compliance, including CIRO, CSOX, and CDIC requirements, through rigorous documentation and reconciliation practices.

With a strong focus on risk management and operational excellence, the Senior Specialist assesses downstream impacts on client service delivery, drives process improvements, and maintains comprehensive procedural documentation. This position plays a key role in enhancing financial accuracy, efficiency, and service quality across the organization.

• Oversee and analyze daily, monthly, and quarterly reconciliations of bank accounts, general ledger (G/L) and control accounts, client cash positions, rebalancing activities, and other financial elements impacting the ledger. Manage Daily cash sweep files to ensure optimal liquidity management and alignment with operational and funding requirements.
• Manage and resolve complex escalations with a focus on root cause analysis, timely resolution, and implementation of long-term corrective measures.
• Investigate financial exceptions, document findings, and drive the implementation of sustainable solutions to mitigate recurrence.
• Serve as a subject matter expert (SME) across cross-functional teams and strategic initiatives, providing guidance and technical expertise.
• Review and authorize high-value financial transactions, including bank wires, inter-account transfers, and currency conversions, ensuring compliance with internal controls.
• Provide oversight and mentorship to coordinators and junior staff, reviewing daily outputs and ensuring adherence to accuracy and quality standards.
• Support audit readiness by contributing to successful internal and external audit outcomes through accurate reporting and transparent processes.
• Champion risk management by adhering to the department’s risk and control framework and promoting a culture of compliance and accountability.
• Assess and manage downstream impacts of financial operations on internal and external client service delivery.
• Identify, lead, and implement process improvement initiatives to enhance operational efficiency, accuracy, and service excellence.
• Develop and maintain comprehensive, up-to-date procedural documentation to support knowledge transfer and operational continuity.
• Audit, Regulatory and Compliance Support: Ensure adherence to internal policies, CIRO regulations, Canadian Sarbanes-Oxley (CSOX) requirements and Canada Deposit Insurance Corporation (CDIC) through rigorous reconciliation and documentation practices. Support audit processes and monitor critical system files and escalations.
• Process Improvement & Collaboration: Drive efficiency through process enhancements, cross-functional collaboration, and application of business knowledge across teams.

QUALIFICATIONS:

• Intermediate to advanced knowledge in Accounting, Finance, or a related field, with a strong understanding of financial operations and controls.
• Solid grasp of financial products and services, including their structure, market relevance, and operational impact.
• Minimum of 2 years of hands-on processing experience, preferably within the financial services industry.
• Strong analytical and problem-solving skills, with the ability to investigate and resolve complex financial discrepancies.
• Proven ability to thrive in fast-paced environments with tight deadlines, shifting priorities, and high transaction volumes.
• Excellent written and verbal communication skills, capable of conveying complex financial information clearly and professionally.
• Proficient in Microsoft Office Suite, especially Excel (pivot tables, lookups, data analysis), Word, Outlook, and Tableau.
• Highly organized with meticulous attention to detail and a commitment to accuracy.
• Proactive and solutions-oriented, with a focus on identifying inefficiencies and driving continuous process improvements.
• Demonstrates initiative, accountability, and a collaborative mindset that contributes positively to team success.

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 August 14, 2025.

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