Coordinator for RESP Operations

3 weeks ago

Québec, Quebec, Canada IG Wealth Management Full time

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, managing approximately $271 billion in total assets. Our organization offers a comprehensive array of financial planning and investment management services aimed at assisting over two million Canadians in achieving their financial aspirations. Our operations are primarily conducted through IG Wealth Management and Mackenzie Investments.

With a distinctive business model centered on leading brands and a multi-channel distribution strategy, IG Wealth Management has established itself as a prominent player in the industry. For over 90 years, we have evolved into one of Canada's largest and most esteemed companies, committed to delivering exceptional advice, experiences, and outcomes for our clients, tailored to their individual journeys.

At IG Wealth Management, we aspire to inspire financial confidence among our clients.

This role presents an opportunity to cultivate a career within a leading organization where you can develop, advance, and flourish both professionally and personally. 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 prioritizing resources that ensure both 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 unlock our fullest potential. Our team is dedicated to excellence, continuously developing and sharing skills and knowledge. You can contribute positively to our clients, the community, and be 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 who 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 further diversification of ideas.

The Opportunity

The RESP team at IG Wealth Management is seeking a committed Coordinator to join our ranks. The Process Management & Administration unit provides essential administrative and servicing support across various business lines, including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI, while also offering administrative processing and servicing assistance to IGM clients, the Consultant Network, Planning Specialists, Regional Offices, and other areas.

As a Coordinator, you will have the chance to excel in your role by:

  • Delivering exceptional service to both external and internal clients. You will manage client accounts and servicing activities in both English and French, interpreting and analyzing documentation for the processing of various registered and non-registered investment products, ensuring that requests are fulfilled in accordance with IG Wealth Management's policies, procedures, and compliance standards.
  • Creating seamless experiences for our clients. You will provide support to internal departments and external clients for all incoming client requests, applying your business acumen and fostering a client-focused mindset.
  • Identifying opportunities for improvement and optimization collaboratively. You will work alongside internal business partners to enhance business processes continuously.

To thrive in this position, you will possess:

  • Financial industry experience: 1-2 years of experience in the financial sector, with a passion for delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and proficiency in Microsoft Office, Fundserv, PlatformZero, TreX, SAS, and RBroker operating systems is preferred.
  • Relationship management skills: The ability to establish and maintain strong working relationships with your teams, peers, and business partners across the organization, both in-person and virtually. A high level of engagement, professionalism, and a strong customer orientation are essential.
  • Results-oriented mindset: Detail-oriented with robust decision-making and problem-solving abilities. A passion for self-development and continuous learning is vital.
  • Strategic thinking capabilities: 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 organizational skills: The ability 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, are crucial.
  • 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 available 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 based on business needs.

  • Coordinator for RESP Operations

    3 weeks ago

    Québec, Quebec, Canada IG Wealth Management Full time

    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 suite of financial planning and investment management...

  • RESP Program Coordinator

    3 weeks ago

    Québec, Quebec, Canada IG Wealth Management Full time

    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...

  • Client Services Coordinator

    3 weeks ago

    Québec, Quebec, Canada IG Wealth Management Full time

    Division: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive suite of financial planning and investment management...

  • RESP Administration Specialist

    3 weeks ago

    Québec, Quebec, Canada IG Wealth Management Full time

    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...

  • Operations Coordinator

    1 week ago

    Québec, Quebec, Canada Daniels Health Full time

    We are seeking a highly skilled Operations Administrator to join our team at Daniels Health. As the Operations Administrator, you will be responsible for the day-to-day operational administration of our facility, handling client reception, logistics, scheduling, purchasing, billing, and environmental compliance.Key Responsibilities:Collaborate with...

  • Operations Coordinator

    3 days ago

    Québec, Quebec, Canada CA42 Archibald Inc. Full time

    About the Role:CA42 Archibald Inc. is seeking a highly skilled and experienced Logistics Supervisor to join our team. As a key member of our logistics department, you will be responsible for overseeing the day-to-day operations of our warehouse and transportation functions.Key Responsibilities:Ensure compliance with corporate and local health, safety, and...

  • Operations Coordinator

    17 hours ago

    Québec, Quebec, Canada CA42 Archibald Inc. Full time

    About the Role:CA42 Archibald Inc. is seeking a highly skilled and experienced Logistics Supervisor to join our team. As a key member of our logistics department, you will be responsible for overseeing the day-to-day operations of our warehouse and transportation functions.Key Responsibilities:Ensure compliance with corporate and local health, safety, and...

  • Event Coordination Specialist

    3 weeks ago

    Québec, Quebec, Canada Resources for the Future Full time

    Job Overview:Resources for the Future (RFF) is seeking a skilled Event Coordination Specialist to enhance our team. The successful candidate will play a pivotal role in the planning, execution, and management of a variety of both in-person and virtual events aimed at elevating RFF's research initiatives and public profile.Key Responsibilities: Formulate and...

  • Operations Coordinator

    2 days ago

    Québec, Quebec, Canada Paul Davis Full time

    Job Summary: We are seeking an experienced Administrative Coordinator to join our team at Paul Davis. As an Administrative Coordinator, you will be responsible for providing administrative support to our office operations. Key Responsibilities: • Fields calls from customers and team members, building rapport and providing excellent customer service. •...

  • Operations Coordinator

    17 hours ago

    Québec, Quebec, Canada Paul Davis Full time

    Job Summary: We are seeking an experienced Administrative Coordinator to join our team at Paul Davis. As an Administrative Coordinator, you will be responsible for providing administrative support to our office operations. Key Responsibilities: • Fields calls from customers and team members, building rapport and providing excellent customer service. •...

  • Maritime Operations Coordinator

    3 weeks ago

    Québec, Quebec, Canada Desgagnés Full time

    Position Title: Maritime Operations CoordinatorLocation: Côte-Nord, Port-MenierEmployment Type: PermanentCompany: DesgagnésJob Overview:The Maritime Operations Coordinator plays a crucial role in managing all functions at the port of Blanc Sablon. This position entails overseeing the seamless operation of the agency, catering to both local residents and...

  • Maritime Operations Coordinator

    3 weeks ago

    Québec, Quebec, Canada Desgagnés Full time

    Maritime Operations CoordinatorLocation: Côte-Nord, Port-MenierEmployment Type: PermanentCompany: DesgagnésJob Overview:The Maritime Operations Coordinator plays a crucial role in managing all functions at the port. This position entails facilitating the effective operation of the agency for both local residents and tourists, alongside handling...

  • Maritime Operations Coordinator

    3 weeks ago

    Québec, Quebec, Canada Desgagnés Full time

    Maritime Operations CoordinatorLocation: Côte-Nord, Port-MenierEmployment Type: PermanentCompany: DesgagnésJob Overview:The Maritime Operations Coordinator plays a crucial role in managing all aspects of operations at the port of Blanc Sablon. This position entails overseeing the efficient functioning of the agency, catering to both local residents and...

  • Maintenance and Operations Coordinator

    9 hours ago

    Québec, Quebec, Canada Commission scolaire Central Québec Central Québec School Board Full time

    Job SummaryWe are seeking a highly skilled and experienced Maintenance and Operations Coordinator to join our team at the Commission scolaire Central Québec / Central Québec School Board. As a key member of our facilities team, you will be responsible for ensuring the smooth operation of our educational institutions and buildings.Key...

  • Maintenance and Operations Coordinator

    12 hours ago

    Québec, Quebec, Canada Commission scolaire Central Québec Central Québec School Board Full time

    Job SummaryWe are seeking a highly skilled and experienced Maintenance and Operations Coordinator to join our team at the Commission scolaire Central Québec / Central Québec School Board. As a key member of our facilities team, you will be responsible for ensuring the smooth operation of our educational institutions and buildings.Key...

  • Business Operations Coordinator

    3 days ago

    Québec, Quebec, Canada beBee Professionals Full time

    Job Offer:Business Operations CoordinatorbeBee Professionals is seeking a highly skilled Business Operations Coordinator to support our team in Quebec City. The successful candidate will be responsible for providing business analysis and coordination services to our clients.Key Responsibilities:Provide business analysis and coordination services to...

  • Business Operations Coordinator

    14 hours ago

    Québec, Quebec, Canada beBee Professionals Full time

    Job Offer:Business Operations CoordinatorbeBee Professionals is seeking a highly skilled Business Operations Coordinator to support our team in Quebec City. The successful candidate will be responsible for providing business analysis and coordination services to our clients.Key Responsibilities:Provide business analysis and coordination services to...

  • Office Operations Coordinator

    16 hours ago

    Québec, Quebec, Canada ROME GROUP Full time

    Job Title: Administrative Services ManagerAbout the Rome Group:The Rome Group is a dynamic organization dedicated to delivering exceptional services to its clients. We are committed to fostering a culture of excellence, innovation, and teamwork.Job Summary:The Administrative Services Manager will play a critical role in supporting the day-to-day operations...

  • Office Operations Coordinator

    3 days ago

    Québec, Quebec, Canada ROME GROUP Full time

    Job Title: Administrative Services ManagerAbout the Rome Group:The Rome Group is a dynamic organization dedicated to delivering exceptional services to its clients. We are committed to fostering a culture of excellence, innovation, and teamwork.Job Summary:The Administrative Services Manager will play a critical role in supporting the day-to-day operations...

  • Evening Operations Coordinator

    3 weeks ago

    Québec, Quebec, Canada IGA Full time

    Become an Evening Operations Coordinator at IGAWe are seeking committed individuals to step into the role of an Evening Operations Coordinator within our retail environment. Candidates should possess a high school diploma or equivalent, or have at least one year of relevant experience in a similar position.Key Responsibilities:Supervise daily activities...