Bilingual Wealth Operations Coordinator
4 weeks ago
Division: IGM Client Services Operations
Location: Montreal, Winnipeg
IGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets. The organization offers a comprehensive array of financial planning and investment management solutions designed to assist over two million Canadians in achieving their financial aspirations. Its operations are primarily conducted through IG Wealth Management and Mackenzie Investments.
With a unique business model that leverages leading brands and a multi-channel distribution strategy, IG Wealth Management has established itself as a respected entity in Canada for over 90 years. We pride ourselves on delivering exceptional advice, experiences, and outcomes tailored to our clients throughout their financial journeys.
At IG Wealth Management, our vision is to inspire financial confidence.
This role presents an opportunity to cultivate a career within a leading organization that fosters both professional and personal growth. We are honored to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for our commitment to empowering employees with the necessary tools to thrive in a remote work environment, while prioritizing resources for physical and mental wellness.
You will become part of a team that believes our success is rooted in the success of our clients, collaborating to reach our highest potential. Join a group dedicated to excellence, skill development, and knowledge sharing. Make a meaningful impact for our clients and the broader community as part of a caring team. We are committed to providing a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace dedicated to inclusive business practices, starting with a representative workforce. We encourage applications from all qualified candidates reflecting the diversity present across Canada, including racialized individuals, women, Indigenous peoples, persons with disabilities, the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and all who can contribute to the diversification of ideas.
The Opportunity
The External Transfer In team at IG Wealth Management is seeking two Coordinators to join our ranks. The Process Management and Administration unit provides administrative and servicing support across various business lines, including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI, while also delivering administrative processing and servicing assistance to IGM clients, the Consultant Network, Planning Specialists, Regional Offices, and other departments.
As a Coordinator, you will have the chance to excel in your role by:
Delivering exceptional service to both external and internal clients. Engaging in account management and servicing tasks for client accounts in both English and French. Analyzing and interpreting documentation for the input and processing of various registered and non-registered investment products, ensuring requests are fulfilled in accordance with IG Wealth Management's policies, procedures, and compliance standards. Creating seamless experiences for our clients. Assisting internal departments and external clients with all client requests received. Utilizing business acumen to foster a client-focused mindset. Identifying opportunities for enhancement and optimization collaboratively. Working alongside internal business partners to continuously refine business processes.To thrive in this position, you will possess:
Financial industry experience: 1-2 years in the financial sector, coupled with a passion for delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and a working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, and RBroker operating systems. Relationship management: The ability to cultivate and maintain strong working relationships with your teams, peers, and business partners across the organization, both in-person and virtually. A highly engaged professional demeanor with a strong customer orientation is essential. Results-oriented mindset: Detail-oriented with robust decision-making and problem-solving capabilities. A passion for self-development and continuous learning. Strategic thinking: The ability to solve problems and make decisions while considering regulatory environments. Communication: Bilingual proficiency in English and French, with strong written and verbal communication skills in both languages. Planning and Organization: The ability to thrive in a fast-paced, deadline-driven environment. Strong organizational and time-management skills, with the capacity to multitask and adapt to frequently changing priorities. Education: Post-secondary education in Business Administration or a related field. Industry-related courses, such as CSC and IFC, are advantageous but not mandatory. Availability: Candidates must be prepared to work shifts between 7:00 AM – 8:00 PM CST, Monday to Friday, with occasional overtime during weekdays and weekends.-
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