RESP Administration Specialist
3 weeks ago
Division: 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 services aimed at assisting over two million Canadians in achieving their financial aspirations. Its operations are primarily conducted through IG Wealth Management and Mackenzie Investments.
With a distinctive business model centered on prominent brands and a multi-channel distribution strategy, IG Wealth Management has established itself as a leader in the industry. For over 90 years, we have evolved into one of Canada's largest and most respected companies, dedicated to delivering exceptional advice, experiences, and outcomes for our clients, tailored to their individual journeys.
At IG Wealth Management, our vision is to foster financial confidence among our clients.
This position presents an opportunity to cultivate a career within a leading organization that prioritizes professional and personal growth. We take pride in being recognized as one of Canada's Top Employers by Mediacorp Canada Inc., empowering our employees with the necessary tools to excel while working remotely, and emphasizing resources for physical and mental wellness.
You will become part of a team that believes our success is intrinsically linked to the success of our clients, collaborating to reach our highest potential. We are committed to excellence and the continuous development and sharing of skills and knowledge. You will have the chance to make a meaningful impact for our clients and the broader community, while being part of a caring team. We are dedicated to providing a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to inclusivity. We encourage applications from all qualified candidates that reflect the diversity present across Canada, including racialized individuals, women, Indigenous persons, persons with disabilities, the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, as well as anyone who can contribute to the diversification of ideas.
The Opportunity
The RESP team at IG Wealth Management is seeking a dedicated Coordinator to join our ranks. The Process Management & Administration team provides essential administrative and servicing support across various business lines, including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI, ensuring effective administrative processing and servicing for IGM clients, the Consultant Network, Planning Specialists, Regional Offices, and other departments.
As a Coordinator, you will have the opportunity to excel in your role by:
- Delivering exceptional service to both external and internal clients. Engaging in account management and servicing activities for client accounts in both English and French. Analyzing and interpreting documentation for the input and processing of a variety of 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. Providing support to internal departments and external clients for all client inquiries received. Leveraging business knowledge to foster a client-focused mindset.
- Identifying opportunities for improvement and optimization collaboratively. Working with internal business partners to continuously enhance business processes.
To thrive in this role, you will possess:
- Financial industry experience: 1-2 years of experience 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, SAS, and RBroker operating systems.
- Relationship management skills: The ability to establish and maintain strong working relationships with teams, peers, and business partners across the organization, both in-person and virtually. A highly engaged professional attitude 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 skills: Excellent written and verbal communication abilities. Bilingual proficiency in English and French is an asset.
- Planning and organization: The capacity to thrive in a fast-paced, deadline-driven environment. Strong organizational and time-management skills, with the ability to multitask and adapt to frequently changing priorities.
- Educational background: 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 8:00 AM – 6:00 PM CST, Monday to Friday, with occasional overtime during weekdays and weekends. This is a hybrid role, and in-office expectations will evolve in alignment with business needs.
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