Description

 

Division: Wealth Management Operations & Contact Centers

Location: Winnipeg or Montreal

 

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, IG Wealth Management 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, IG Wealth Management 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. 

 

 

YOUR TEAM

The Client Relations department delivers critical front-line support to Advisors, Clients, Assistants, Specialists and other internal partners on business matters and products for multiple lines of business and across multiple service platforms. Our team of over 100 people values everyone’s passions and bold ideas. We work together to help our clients and colleagues achieve their goals. We rely on our teams to share knowledge and help one another. 

 

TRAINING AND DEVELOPMENT

You will begin with on-site on-the-job training. It will allow you to directly experience the client relations environment and get to know your teammates. During this period, you’ll learn about your role, our products, and technologies, and better understand the particulars to your role and our expectations.

 

We encourage our employees’ development and offer numerous career opportunities, including a development plan with your leader and ongoing regular coaching.   

 

WHAT YOU’LL DO

  • Create effortless experiences when receiving and responding to inbound phone and email contacts from consultants, clients, and other institutions, and ensuring we only do what is best for our clients.  

  • Deliver a reliable, consistent, and transparent service by Turning interactions into meaningful friendly conversation that make callers feel welcome and engaged.

  • Deliver value by maintaining knowledge and awareness of all policies, procedures and technologies including sharing information and feedback on recent policy changes and simplified business processes. 

  • Build a culture of quality by assisting team members with problem resolution by providing and sharing information and experiences. 

  • Enable personal and departmental growth by participating in individual and team meetings with leadership to discuss call monitoring feedback, training and development needs, service levels, and providing feedback on business operation needs and trends by maintaining awareness of business needs and requirements. 

  • Fuel our future by supporting transformation and modernization, and promoting adoption for our consultants and our clients as we go through our transformation journey 

  • Promote operational excellence by participating in special projects and assignments within the Client Services Division.  

 

WHAT WE’RE LOOKING FOR

  • Customer Service Experience and Knowledge: Minimum 2 plus years in a diverse client service focused role, with front line client service and working with mutual funds/other investments experience. 

  • Education: Post-secondary degree/diploma in a business discipline with relevant securities or financial services courses is an asset. 

  • Client Oriented: Excellent interpersonal and proven client service skills with an ability to interact across various situations.

  • Have an analytical mind and enjoy finding innovative solutions to challenging issues. 

  • Demonstrated ability to have engaging conversations with callers while maintaining a professional and proactive manner – both written and oral.

  • Team spirit and the ability to adopt emerging and changing technologies. Proficient PC skills including Microsoft office suite of products 

  • Highly engaged and adaptive with emotional intelligence, agility, critical thinking, decision making, analysis and collaboration. 

  • Demonstrated contact ownership and ability to drive efficient resolution

  • Bilingual (French and English) is an asset

  • Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

 

 

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 & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

  • RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan 

  • 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).  

The expected annual base salary range for this role is $49,000- $61,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

 

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 January 7, 2026.

 

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