Description

 

Division: IGM-CSO
Location: Winnipeg or Toronto

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 Credit and Client Banking Analyst ensures the accuracy and efficiency of financial data and processes. This role involves analyzing transactions, reconciling complex accounts, and identifying discrepancies across systems. Analysts support decision-making through data insights, contribute to financial close and audits, and drive process improvements. Success requires strong financial systems knowledge, analytical skills, and a proactive approach to operational excellence.

 

DUTIES INCLUDE:

  • Perform daily to quarterly reconciliations of bank accounts, G/L and control accounts, client cash management, rebalancing, and other items impacting the general ledger.
  • Analyze daily cash sweep files to ensure optimal liquidity and maintain sufficient cash flow for operational and funding requirements.
  • Responsible for monitoring, analyzing and resolution of complex escalations in a timely manner.
  • Investigate and resolve exceptions; document root causes and implement corrective actions
  • Act as a subject matter expert (SME) for other departments and projects.
  • Support the review and approval of financial transactions, including bank wires, bank transfers, currency conversions, and other activities requiring authorization.
  • Provide oversight and support to coordinators, including reviewing daily activities and ensuring accuracy.
  • Ensure all completed reconciliation compliance with internal policies, CIRO regulations, and Canadian Sarbanes-Oxley (CSOX) requirements.
  • Contribute to successful outcomes in internal and external audits.
  • Adhere to the risk and control framework, including departmental procedures and standards.
  • Understand and manage downstream impacts on internal and external client service chains.
  • Identify and implement process improvements to enhance operational efficiency and service quality.
  • Create and maintain clear, up-to-date procedure documents.

QUALIFICATIONS:

  • Intermediate to advance knowledge in Accounting, Finance, or related field
  • Intermediate to advanced knowledge of financial products and services available in the market
  • Strong analytical & problem-solving skills, with a minimum of 2 years processing experience, preferably in the financial services industry.
  • Comfortable working in fast-paced environments with tight deadlines, shifting priorities, and high transaction volumes.
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and professionally.
  • Proficient in Microsoft Office Suite, particularly Excel (pivot tables, lookups, data analysis), Word, Outlook, and Tableau.
  • Strong organizational skills and meticulous attention to detail.
  • Proactive mindset with a focus on identifying inefficiencies and driving continuous process improvements.
  • Takes initiative, demonstrates accountability, and 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 July 2, 2025. 

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