Description

 

Division: IG-SaleDist
Location: Winnipeg

 

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 Overview

IG Wealth Connect (IGWC) is strategic division within the Corporate Channel of IG Wealth Management. Our team is dedicated to delivering personalized financial planning to a defined segment of clients across Canada. We play a key role in fostering long-term client relationships through proactive support and expert financial planning.

Key Responsibilities

  • Support our Advisors and Service Specialists by ensuring they are able to accurately and efficiently service our clients
  • Provide department administrative support which includes transferring clients to/from the department, managing the team mailbox, processing incoming/outgoing mail and handling escalations
  • Review, interpret, and process documentation in alignment with IG Wealth Management policies, procedures, and compliance standards.
  • Utilize various software applications to accurately complete requests.
  • Ensure all documentation is complete; follow up promptly when additional information is required.
  • Collaborate with internal departments to support and resolve incoming requests.

Qualifications & Skills

  • Experience in financial services or a combination of post-secondary education and relevant work experience is an asset.
  • Strong attention to detail and ability to thrive in a deadline-driven environment.
  • Effective communication skills, both written and verbal.
  • Excellent interpersonal, organizational, and time-management abilities.
  • Familiarity with back-office processing systems and procedures.
  • Proficiency in Windows and Microsoft Office applications.
  • Willingness and ability to learn and adapt to new systems and processes.
  • Bilingualism is considered an asset.

 

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 October 10, 2025.

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