Senior Specialist

1 week ago

Canada IG Wealth Management Full time

Division:
IGM Client Services OperationsLocation: Montreal, Toronto or WinnipegIGM 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 InvestmentsUnder 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.

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 Process Management & Administration department is responsible for executing digital and non digital client submissions along with providing support services to members of the Consultant network across the country.

This along with supporting, creating and driving changethrough continuous improvement, documentation, training & support for our employees.

This role has a focus on our internal processes to include investment operations, transfers in/out of IG, insurance administration and banking, etc.

Position Summary: The Process Management & Administration Specialist will focus on providing guidance and direction for all policies and procedures relating to specific products, technical systems, tax related implications and regulatory obligations. Day to day operations and/or recovery efforts that are complex in nature will require dealings with Senior Leaders in various divisions includes Product, Advanced Financial Planning, Corporate Tax, National Distribution leadership, Client Service Operations, Region Office Management, Compliance and Audit. This role will also provide oversight and ensure the administration of all operational aspects relating to our day to day operations along with the understanding the data requirements and technical system functionality and limitations to deliver accurate communications as needed. Areas of expertise may include but are not limited to any combination of the following, IGFS Client name, IGFS Nominee and ISI products, Estates, IG Legacy Products, Mortgage, IIROC Transition, Banking and Insurance. Also represents Process Management & Administration to ensure our needs are met with Corporate Strategies and objectives as they impact clients and consultants which also include product intricacies, operational controls, regulatory, compliance and legal obligations and tax guidelines. Responsible for the review of all communications and procedural updates to ensure that any reputable risk is protected and regulatory obligations are met to our teams nationally.

Duties Included:
Acts as a primary technical and subject matter expert for all departmental staff across the country. Determines and provides guidance and direction pertaining to communications, system/data requirements and regulatory obligations.

Research and respond to technical and operational inquiries from internal and external parties along with Distribution Leadership, CSO and the fieldWorks with Senior Management, CSO & various business partners on a regular basis to ensure technical data requirements are met while having an in debt understanding of policy and procedures, tax, compliance and regulations as they pertain to the handling of client business.

Ensure that all recommendations are in line with regulations and internal practicesResponsible for the oversight of communications, operational recovery and ongoing controls.

Determine and provide guidance and direction pertaining to communications, system/data requirements and regulatory obligations.

Research and respond to technical and operational inquiries from internal and external parties including Product, AFP, Corporate Tax, National Distribution Leadership, Consultants, Compliance, and Audit along with Client Act Management & Specialized Support staff across the country.

Qualifications: Minimum 4 to 7 years experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and systems expertise.
Region Office Operations and/or a combination of CSO experience is criticalStrong problem solving/analytical and decision making skills.
Strong customer service orientation with excellent interpersonal and communication skills, both written and verbal. Ability to communicate with all levels of management.
Exceptional organizational and time management skills. Ability to deliver under tight time constraints.
Strong relationship management skills and the ability to develop partnerships with key business partners.
Strong initiative and ability to think outside the box to develop innovative solutions.

Bilingual is an assetProject Management experience is an assetProficiency in Corporate platforms to include Salesforce & Rbroker an assetProficient in Microsoft Office Suite.

Post secondary degree/diploma in a relevant business disciplinePlease visit our career page by clicking on the following link:

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.

Please apply by May 30, 2024.#LI-KN1#LI-Hybrid

IG Wealth Management
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