Description
Division: IGM Wealth Management Operations & Contact Centers
Location: Winnipeg
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.
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.
The expected annual base salary range (prorated for the term) for this role is ($45,500 – $55,000), which is determined based on geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off (prorated for the term).
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 February 16, 2026.
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