Description

 

 

Division: IGM-CSO

 

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, Investors Group 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, Investors Group 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. 

 

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: Estates Settlements is a center of excellence within Strategic Operations & Operational Oversight, a division within Wealth Management Operations. The Estates Settlement team delivers the full end-to-end experience from supporting the initial estate administration, settling an estate, to supporting the Advisor in retaining assets.   The team is responsible for all administrative accountabilities and contact center support to Advisors and Executors as they go through the estate process. The primary objective of the team is to deliver client centric, holistic experiences to these client segments through high-touch experiences, operational excellence, digital solutions, continuous improvements and collaboration with internal business partners.   We service clients and advisors across Canada and currently have servicing teams within Winnipeg and QGO campus locations. 

 

POSITION SUMMARY: The Manager of Estates Settlements is responsible for the daily operations of the Estates Settlements administration and contact handling team including coaching and mentoring a team of Coordinators, Associates & Senior Specialists; along with oversight of service level achievements, quality assurance and driving department and divisional objectives.  The Manager will elevate the overall Estate experiences for employees and our clients.  The Manager provides guidance through effective coaching and development with a focus on overall team results in the delivery client focused outcomes, high quality interactions while maximizing productivity to ensure timely completion of client cases.  This position will be based in Montreal and will require an individual who has previous experience in a leadership capacity.

 

DUTIES INCLUDE:

  • Provides regular coaching and manages performance of team members with a focus on delivering collaborative and innovative solutions, achieving and exceeding quality and productivity expectations and initiates cross training for job enrichment, efficiency gains and career progression.
  • Provides guidance to team members through change management and actively promotes employee engagement, including business readiness activities and oversight through the implementation of automation activities.
  • Participates in recruiting, hiring and on-boarding of new employees to support fluctuating business volumes
  • Analyzes data insights to proactively monitor trends , identify continuous improvement and implement solutions to improve overall  service delivery and results.
  • Proactively maintains knowledge of business unit policy & procedures and communicates changes as required and applies business knowledge to contribute to resolution of escalated and time sensitive issues. 
  • Collaborates with Workforce Management group to ensure service levels are achieved and team resources are utilized efficiently. 
  • Provides business and product expertise on departmental, divisional or corporate initiatives and assists with the oversight and implementation of business process improvement initiatives.
  • Maintain and apply knowledge of industry practices and regulatory practices in addition to a comprehensive understanding of Estate Settlements.

 

QUALIFICATIONS

  • Minimum 5 years experience in a diverse client centric service environment, including formal leadership.  Previous experience and expertise in back office operations, continuous improvement initiatives and client segments would be considered an asset. 
  • Post secondary degree/diploma in a business discipline with relevant securities or financial services courses (IFIC, Canadian Securities) or willingness to acquire within 1 year.
  • Excellent inter-personal skills (verbal and written communication) and proven client centric servicing skills.
  • Ability to work collaboratively with our internal and external partners related to initiatives specific to Estates Settlements.
  • Strong organizational skills with the ability to effectively handle pressures of frequently changing priorities and deadlines.
  • Attention to detail, strong problem-solving and decision making skills is critical while looking at our forward direction.
  • Bilingual (French-English) is required for this role. 

 

 

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: competitive health and dental coverage, flexible plan for you and your family  

  • RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan 

  • INSURANCE: employer sponsored short-term and long-term disability. 

  • 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).  

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.   

 

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