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Coordinator - External Transfers In
3 months ago
Job Description:
Grade:
S4**
Division: IGM-CSO**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 is Mackenzie Investments, founded in 1967.
At Mackenzie Investments You Can Build Your Career with Confidence.**We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.
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
centre.**Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. 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.
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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.
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Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
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Strategic thinker:Ability to problem solve and make decisions considering regulatory environments.
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Communication: Bilingual in English & French. Strong written and oral communication skills in both languages.
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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.
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Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required.
Mackenzie Investments 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-JS2LI-Hybrid
