Coordinator - External Transfers In

1 week ago

Montreal, Quebec, Canada IG Wealth Management Full time

Location:
Montreal
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.

The Opportunity


The External Transfer In Wealth Operation group at IG Wealth Management is looking for six dedicated Coordinators to join our team.

Wealth Operations provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.


As a Coordinator, you will have the opportunity to do your best work by***-
Providing high-quality service to external and internal customers.

Performing account management and servicing activities for client accounts in both English and French.

Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management's policies, procedures, and compliance guidelines.

-
Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

To be successful in this role, you will have:


  • Financial industry experience:1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, and RBroker operating systems.
-
Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company both in person and in a virtual environment. Must be highly engaged, displaying a professional attitude, with strong customer orientation.
-
Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
-
Strategic thinker:Ability to problem solve and make decisions considering regulatory environments.
-
Communication: Bilingual in English & French. Strong written and oral communication skills in both languages.
-
Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.
-
Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required.

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.

LI-KN1

LI-Hybrid

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