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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
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Québec, Quebec, Canada IG Wealth Management Full timeDescription du poste : Nous sommes à la recherche d'un conseiller ou d'une conseillère en placements expérimenté(e) pour rejoindre notre équipe de conseillers et de conseillères en placements à IG Wealth Management. Responsabilités : Procurer des plans financiers globaux qui tiennent compte de tous les aspects de la vie financière...
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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Wealth Services Coordinator, Multilingual
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Services Coordinator, Multilingual
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'entrepriseIG Wealth Management est l'une des principales sociétés de gestion de patrimoine et d'actifs au Canada. Nous offrons une gamme complète de services de planification financière et de placement pour aider nos clients à atteindre leurs objectifs financiers.Le rôleNous sommes à la recherche d'un administrateur...
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Financial Services Coordinator
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Québec, Quebec, Canada IG Wealth Management Full timeAbout the OpportunityWe are seeking a highly skilled and detail-oriented Coordinator to join our RESP group at IG Wealth Management. As a key member of our team, you will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI.Key ResponsibilitiesProvide high-quality service to...
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Financial Services Coordinator
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Québec, Quebec, Canada IG Wealth Management Full timeAbout the OpportunityWe are seeking a highly skilled and detail-oriented Coordinator to join our RESP group at IG Wealth Management. As a key member of our team, you will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI.Key ResponsibilitiesProvide high-quality service to...
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Compliance Manager
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Québec, Quebec, Canada IG Wealth Management Full timeJob Title: Bilingual Manager ComplianceAbout the Role:We are seeking a highly skilled and experienced Bilingual Manager Compliance to join our team at IG Wealth Management. As a key member of our compliance team, you will be responsible for ensuring that our business operations are in compliance with regulatory requirements and industry standards.Key...
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Compliance Manager
2 days ago
Québec, Quebec, Canada IG Wealth Management Full timeJob Title: Bilingual Manager ComplianceAbout the Role:We are seeking a highly skilled and experienced Bilingual Manager Compliance to join our team at IG Wealth Management. As a key member of our compliance team, you will be responsible for ensuring that our business operations are in compliance with regulatory requirements and industry standards.Key...
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Bilingual Manager Compliance Specialist
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Québec, Quebec, Canada IG Wealth Management Full timeJob Summary:IG Wealth Management is seeking a highly skilled and experienced Compliance Manager to join our team. As a key member of our compliance department, you will be responsible for ensuring that our business operations are in compliance with regulatory requirements and industry standards.Key Responsibilities:Conducting tier 1 supervision activities,...
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Bilingual Manager Compliance Specialist
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Québec, Quebec, Canada IG Wealth Management Full timeJob Summary:IG Wealth Management is seeking a highly skilled and experienced Compliance Manager to join our team. As a key member of our compliance department, you will be responsible for ensuring that our business operations are in compliance with regulatory requirements and industry standards.Key Responsibilities:Conducting tier 1 supervision activities,...
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RESP Administration Specialist
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Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive array of financial planning and investment management...
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Coordinator for RESP Operations
1 month ago
Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, managing approximately $271 billion in total assets. Our organization offers a comprehensive array of financial planning and investment management services aimed at...
Senior Manager, IG Wealth Connect
3 months ago
Position Summary
This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's functions so that resources are managed, coached and supported efficiently. The incumbent proactively manages divisional goals and long-term plans to align with the strategic objectives of the Corporation.Duties include:
Manage day-to-day functions for supporting Advisors across the Corporate Channel Oversight of those responsible for assisting Advisors with the direct order servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments. Provide guidance and assistance to team to ensure that all daily work and objectives are completed within stated timelines Develop, coach, motivate, mentor, support and manage performance for team through the change management process. Identify opportunities for business and process improvements and implement changes as developed by management team. Ensure procedural, regulatory, compliance and departmental policies are followed by department members. Handle escalated and complex service issues from internal and external sources. Provide guidance on system, process, servicing model dependencies and procedural design for the Corporate Channel strategy and assist AVP with executing strategies to achieve department objectives.Qualifications :
Process orientated with the ability to multi-task in an extremely diverse fast-paced environment. Operational mindset, solution orientated, an excellent problem solver with mastery in business planning, business drivers and numerical analysis. Performance-driven diligent worker with strong experience leading servicing teams Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance. Post secondary degree or diploma in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred. Excellent communication skills (written, verbal and presentation). French is an asset. Strong awareness of respectful workplace policies, ensuring an inclusive professional environment. Minimum of 7 years experience in the financial services industry and 5 years in a leadership role Practical experience with a CRM and the Office Suite.