Description

 

 

Division:  IG-SaleDist

 

Location:  Winnipeg or Calgary

 

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:

IG Wealth Connect is a strategic area within Financial Services Distribution. IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally. IG Wealth Connect is servicing accounts nationally

 

Position Summary: This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit’s functions so that resources are managed, coached and supported efficiently. The incumbent proactively manages divisional goals and long-term plans to align with the strategic objectives of the Corporation.

 

Duties include:

  • Manage day-to-day functions for supporting Advisors across the Corporate Channel
  • Oversight of those responsible for assisting Advisors with the direct order servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
  • Provide guidance and assistance to team to ensure that all daily work and objectives are completed within stated timelines
  • Develop, coach, motivate, mentor, support and manage performance for team through the change management process.
  • Identify opportunities for business and process improvements and implement changes as developed by management team.
  • Ensure procedural, regulatory, compliance and departmental policies are followed by department members.
  • Handle escalated and complex service issues from internal and external sources.
  • Provide guidance on system, process, servicing model dependencies and procedural design for the Corporate Channel strategy and assist AVP with executing strategies to achieve department objectives.

 

Qualifications:

  • Process orientated with the ability to multi-task in an extremely diverse fast-paced environment.
  • Operational mindset, solution orientated, an excellent problem solver with mastery in business planning, business drivers and numerical analysis.
  • Performance-driven diligent worker with strong experience leading servicing teams
  • Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
  • Post secondary degree or diploma in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred.
  • Excellent communication skills (written, verbal and presentation). French is an asset.
  • Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
  • Minimum of 7 years experience in the financial services industry and 5 years in a leadership role
  • Practical experience with a CRM and the Office Suite.

 

 

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 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.   

 

Please apply before November 25, 2025.

 

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