Bilingual Coordinator, Wealth Operations Specialist

2 months ago


Manitoba, Canada IG Wealth Management Full time
About IG Wealth Management

IG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.

The Opportunity

We are seeking two Bilingual Coordinators to join our External Transfer In group. As a Coordinator, you will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS. You will also provide support to internal departments and external clients for all client requests received.

Key Responsibilities
  • Provide high-quality service to external and internal customers, performing account management and servicing activities for client accounts in both English and French.
  • Create effortless experiences for our clients by providing support to internal departments and external clients for all client requests received.
  • Identify opportunities for change and optimization in a collaborative manner, working with internal business partners to continuously improve business processes.
Requirements
  • 1-2 years of financial industry experience, with a passion for creating and delivering outstanding customer experiences.
  • Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
  • Detail-oriented with strong decision-making, and problem-solving skills, with a passion for self-development and learning.
  • Bilingual in English & French, with strong written and oral communication skills in both languages.
  • Ability to work in a fast-paced and deadline-driven environment, with strong organizational and time-management skills.
About You

We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional customer experiences. If you have a strong background in the financial industry and excellent communication skills, we encourage you to apply.



  • Manitoba, Canada IG Wealth Management Full time

    Job Title: Bilingual Coordinator, Wealth OperationsAt IG Wealth Management, we are seeking a highly skilled and detail-oriented Bilingual Coordinator to join our team. As a Bilingual Coordinator, you will play a critical role in providing exceptional customer service to our clients, while also supporting the day-to-day operations of our wealth management...


  • Manitoba, Canada IG Wealth Management Full time

    Job Title: Bilingual Coordinator, Wealth OperationsAt IG Wealth Management, we are seeking a highly skilled and detail-oriented Bilingual Coordinator to join our team. As a Bilingual Coordinator, you will play a critical role in providing exceptional customer service to our clients, while also supporting the day-to-day operations of our wealth management...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThe Insurance Case Coordinator plays a crucial role in managing a caseload of new insurance business for Estate and Planning Specialists at IG Wealth Management. This position ensures that Insurance Services are provided to clients in a timely and effective manner.Key ResponsibilitiesAct as the liaison between Consultants, Estate Insurance...


  • Manitoba, Canada IG Wealth Management Full time

    POSITION SUMMARYThe Insurance Case Coordinator at IG Wealth Management manages a caseload of new insurance business to ensure timely and effective delivery of Insurance Services to clients. DUTIES INCLUDE:Acting as liaison for Consultants, Estate Insurance Specialists, underwriters, and other insurance company representatives.Verifying accuracy of new...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThe Insurance Case Coordinator plays a vital role in ensuring the timely and effective delivery of insurance services to clients of Estate and Planning Specialists at IG Wealth Management. This position requires strong communication and organizational skills to manage a caseload of new insurance business.Key ResponsibilitiesAct as a liaison...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThe Insurance Case Coordinator plays a vital role in ensuring timely and effective delivery of Insurance Services to clients. This position requires strong communication and organizational skills to manage a caseload of new insurance business.Key Responsibilities:Act as liaison between Consultants, Estate Insurance Specialists, underwriters, and...

  • Business Coordinator

    2 months ago


    Manitoba, Canada IG Wealth Management Full time

    The OpportunityIG Wealth Management is seeking a skilled Coordinator to support the External Transfer In group. This role involves providing administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS.Key ResponsibilitiesProvide high-quality service to external and internal customers by performing account...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThis role is responsible for ensuring the settlement of deceased clients' assets at IGM. The ideal candidate will be a strong team player who thrives in a fast-paced environment and is comfortable working with multiple applications and account types.Key ResponsibilitiesInterpret and analyze documentation for the settlement of various account types...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThis role is responsible for ensuring the settlement of deceased clients' assets at IGM. The ideal candidate will be a strong team player with excellent communication skills in both English and French.Key ResponsibilitiesInterpret and analyze documentation for the settlement of various account types and products.Process the settlement of deceased...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThis role is responsible for ensuring the settlement of deceased clients' assets at IGM. The ideal candidate will be a strong team player who thrives in a fast-paced environment and is comfortable working with multiple applications and account types.Key ResponsibilitiesInterpret and analyze documentation for the settlement of various account types...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThis role will be responsible for completing the settlement processing for all deceased client's assets at IGM. The ideal candidate will be a strong team player who enjoys working in a fast-paced environment and is comfortable handling multiple applications and account types.Key ResponsibilitiesInterpreting and analyzing documentation for the...


  • Manitoba, Canada IG Wealth Management Full time

    Job SummaryThis role will be responsible for completing the settlement processing for all deceased client's assets at IGM. The ideal candidate will be a strong team player who enjoys working in a fast-paced environment and is comfortable handling multiple applications and account types.Key ResponsibilitiesInterpreting and analyzing documentation for the...


  • Manitoba, Canada IG Wealth Management Full time

    POSITION SUMMARYThis role will be responsible for completing the settlement processing for all deceased clients' assets at IGM. The ideal candidate should be a strong team player who enjoys working in a fast-paced environment. The individual will be comfortable working on multiple applications and handling various account types and products, such as Mutual...


  • Manitoba, Canada IG Wealth Management Full time

    POSITION SUMMARYThis role will be responsible for completing the settlement processing for all deceased client's assets at IGM. The ideal candidate will be a strong team player who enjoys and excels working in a challenging, fast-paced environment. The individual will be comfortable working on multiple applications and handling all account types and...


  • Manitoba, Canada IG Wealth Management Full time

    Accounting Operations RoleWe are seeking a detail-oriented and organized individual to join our accounting team as an Accounting Operations Specialist. In this role, you will be responsible for preparing corporate bank reconciliations and general ledger account reconciliations, performing cashed cheque review and vendor cheque runs, and processing journal...


  • Manitoba, Canada IG Wealth Management Full time

    Accounting Operations RoleWe are seeking a detail-oriented and organized individual to join our accounting team as an Accounting Operations Specialist. In this role, you will be responsible for preparing corporate bank reconciliations and general ledger account reconciliations, performing cashed cheque review and vendor cheque runs, and processing journal...


  • Manitoba, Canada IG Wealth Management Full time

    POSITION SUMMARYThe Insurance Case Coordinator plays a critical role in ensuring the timely and effective delivery of Insurance Services to clients of Estate and Planning Specialists. This position requires strong communication and organizational skills to manage a caseload of new insurance business.DUTIES INCLUDE:Acting as a liaison between Consultants,...


  • Manitoba, Canada IG Wealth Management Full time

    The Opportunity:IG Wealth Management is seeking a skilled Coordinator to join our External Transfer In group. This role provides administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS. As a Coordinator, you will be responsible for providing high-quality service to external and internal customers,...


  • Manitoba, Canada IG Wealth Management Full time

    The Opportunity:IG Wealth Management is seeking a skilled Coordinator to join our External Transfer In group. This role provides administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS. As a Coordinator, you will be responsible for providing high-quality service to external and internal customers,...


  • Manitoba, Canada IG Wealth Management Full time

    About the OpportunityWe are seeking a highly organized and detail-oriented Coordinator to join our RESP group at IG Wealth Management. As a key member of our team, you will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI.Key ResponsibilitiesProvide high-quality service...