Description
Division: IG Strategy & Business Operations
Location: Montreal (West Island)
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.
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: The Region Office Operations Division is responsible for providing operational and administrative support services to members of the Advisor network in Region and Division offices across the country.
POSITION SUMMARY: The Coordinator, Regional Office Operations serves as the primary point of contact, delivering services to both internal and external clients of IG Wealth Management. This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility support tasks.
RESPONSIBILITIES:
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Reception Duties: Welcoming clients and office members, managing incoming calls, and overseeing supply inventory.
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Mail and Courier Management: Handling receipt, preparation, and distribution of mail and couriers.
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Meeting Room and Facilities Support: Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facilities reviews.
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Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.
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Onboarding and Training: Assisting with onboarding new members, system training, form information, office procedures, escalation support, and general inquiries.
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Administrative Support: Offering additional administrative assistance to the Manager, Region Office Operations as needed.
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If you are a proactive individual with excellent communication skills and a knack for multitasking, we would love to hear from you!
QUALIFICATIONS:
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Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
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Post-secondary education in a business discipline is an asset
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Demonstrated strengths in:
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Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients
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Accountability – Results oriented, takes ownership and delivers on commitments
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Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication
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Critical Thinking – ability to effectively problem solve and communicate solutions
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Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team
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Ability to organize and prioritize multiple tasks with discretion under tight deadlines
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Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support
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Agile learner with a desire for continuous improvement and development is an asset
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Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
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.
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