Client Services Coordinator
3 weeks ago
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 services designed to assist over two million Canadians in achieving their financial aspirations. Our operations are primarily conducted through IG Wealth Management and Mackenzie Investments.
At IG Wealth Management, we pride ourselves on our unique business model, which is anchored in leading brands and a multi-channel distribution strategy. With over 90 years of experience, we have established ourselves as one of the largest and most respected firms in Canada, dedicated to delivering exceptional advice, experiences, and outcomes for our clients, tailored to their individual journeys.
Our vision at IG Wealth Management is to foster financial confidence among our clients.
This role presents an exciting opportunity to advance your career within a leading organization that prioritizes professional and personal growth. We are honored to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc., reflecting our commitment to empowering employees with the necessary tools to thrive in a remote work environment, while also emphasizing 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 unlock our collective potential. We are committed to excellence and the continuous development and sharing of skills and knowledge. Your contributions can significantly impact our clients and the broader community, as you join a team that genuinely cares. We are dedicated to providing a hybrid work environment when feasible.
IG Wealth Management is a diverse workplace that champions inclusivity, beginning with a representative workforce. We welcome applications from all qualified candidates who reflect the diversity present across Canada, including racialized individuals, women, Indigenous persons, persons with disabilities, members of 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 committed 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, while also offering administrative processing and servicing assistance to IGM clients, 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. 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 support internal departments and external clients with all client requests received, 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 continuously enhance business processes.
To thrive in this position, 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 build and maintain strong working relationships with your teams, peers, and business partners across the organization, both in-person and virtually. You must demonstrate high engagement, professionalism, and a strong customer orientation.
- Results-oriented mindset: Detail-oriented with strong decision-making and problem-solving capabilities. A passion for self-development and continuous learning.
- Strategic thinking abilities: The capacity to problem-solve and make decisions while considering regulatory environments.
- Communication skills: Excellent written and verbal communication skills. 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.
- 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 in alignment with business needs.
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