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: Process Management & Administration is responsible for the accurate and responsive execution of transactions and events associated with client accounts including the intake and support of client transactions, support to our Advisors from MFDA to IGSI Securities, processing and support of client requests for specialized products and functions to include RESP, GROUP, Transfers etc, .  The primary objective of the team is to deliver a client centric holistic experience through operational excellence, continuous improvements, efficiencies and collaboration with our business partners throughout the firm.  . 

 

POSITION SUMMARY:  Process Management & Administration  is a critical enabler of strategic initiatives such as process automation, transformation and new product and technology launches. In this agile environment, the operations team is continuously adapting to new developments and delivering optimal business solutions that create seamless & modern experiences, enhance productivity & promote employee engagement. The Manager, External Transfers is responsible for daily operation of a team performing a variety of complex tasks related to transferring in client assets from external institutions. The Manager provides guidance through effective coaching and developing team members with a focus on achieving high quality while maximizing productivity to ensure timely completion of client requests.  The Manager also contributes to continuous improvement of processes and procedures and all associated change management arising from strategic, divisional or department lead initiatives.  Position will report to a Senior Manager located in Winnipeg.

 

DUTIES INCLUDE:

  • Provides regular coaching and manages performance of team members with a focus on 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. 
  • Proactively maintains knowledge of business unit policy & procedures and communicates changes as required.
  • Communicates with other departments and with advisors and their teams as needed and applies business knowledge to contribute to resolution of escalated and time sensitive issues. 
  • Collaborates with Workforce Management team to ensure service levels are achieved and team resources are utilized efficiently. 
  • Continually evaluates quality and productivity metrics and provides timely coaching to team members.  Analyzes performance metric data to identify root cause issues and trends and takes action to improve overall results.
  • Provides business and product expertise on departmental, divisional or corporate initiatives and contributes to business process improvement and assists with the oversight and implementation of business process improvement initiatives.
  • Participates in recruiting, hiring and on-boarding of new employees to support fluctuating business volumes.

 

QUALIFICATIONS:

  • Minimum 5 years of experience in a diverse client centric service environment
  • Post-secondary degree or diploma in a relevant business discipline
  • In-depth knowledge of the financial transactions performed in back-office operations
  • Strong oral, written and communication skills. Must be able to communicate clearly and effectively with various levels of staff, including senior management, and other teams
  • Proven analytical and problem-solving skills
  • Well-developed organizational skills with the ability to prioritize, perform multiple tasks, deal with escalations and meet deadlines
  • Strong PC skills and strong proficiency in Microsoft Word and Excel
  • Bilingual (French and English)

 

 

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 ($65,500 – $81,500), 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 17, 2026.

 

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