Description

 

Division: IGM-WMO

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 Clearing and Settlements team is responsible for managing post-trade processes for Mutual Funds, Equities, Fixed income and GIC transactions. The primary objective is to provide accurate and timely execution of settlement and reconciliation activities. In addition to servicing our internal brokerage operations teams, we work closely with external key partners such as FundSERV, NBIN, GIC issuers and Mutual Fund manufacturers. The delivery of overall service excellence is adhered to by closely monitoring reports, analyzing and tracking service standards.

 

POSITION SUMMARY: The Clearing and Settlement Coordinator will be responsible for providing efficient and timely post-trade activities; ensuring all administration work that is carried out is compliant with internal and regulatory procedures. Perform the activities accurately and in accordance with the agreed service level agreements or relevant client services deadlines in a cost-effective manner and in adherence to risk management guidelines.  The position requires the ability to identify areas for continuous improvement that create efficiency and quality to workflow, processes, and procedures on an ongoing basis.

 

DUTIES INCLUDE:

  • Perform post-trade processes in accordance with documented timelines in policies and procedures.
  • Administration of reporting requirements
  • Adherence to the risk and control framework, including team and departmental procedures.
  • Assisting in the monitoring, analyzing and resolution of escalations in a timely manner.
  • Provide support/resolution to internal departments by responding inquires through e-mail or call.
  • Understanding of downstream internal/external client services chain impacts.
  • Contribute to satisfactory results in all internal & external audits.
  • Adhering to CIRO regulatory requirements and CSOX guidelines.

 

QUALIFICATIONS:

  • Strong analytical & problem-solving skills, with a minimum of 2 years processing experience, preferably in the financial services industry. 
  • Ability to work in an environment with tight deadlines, changing priorities and work volumes.
  • Excellent written and verbal communication skills
  • Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook.
  • Ability to work independently and in a team setting.
  • Strong organizational skills with attention to detail.
  • Excellent client service skills and ability to work effectively with other team members.

 

 

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 ($45,500 – $50,000), 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 February 3, 2026.

 

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