RESP Program Coordinator
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 designed to assist over two million Canadians in achieving their financial aspirations. Our operations are primarily conducted through IG Wealth Management and Mackenzie Investments.
With a unique business model centered on leading brands and a multi-channel distribution strategy, IG Wealth Management has established itself as a trusted name in the industry. For over 90 years, we have evolved into one of Canada's largest and most respected companies, committed to delivering exceptional advice, experiences, and outcomes tailored to our clients throughout their financial journeys.
At IG Wealth Management, we aim 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 take pride in being recognized as one of Canada's Top Employers by Mediacorp Canada Inc., empowering our employees with the necessary tools to thrive in a remote work environment while prioritizing 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 full potential. Our team is dedicated to excellence, sharing skills and knowledge to make a meaningful impact for our clients and the broader community. We are committed to providing a hybrid work environment where applicable.
IG Wealth Management champions diversity in the workplace, striving for inclusivity through a representative workforce. We welcome applications from all qualified candidates reflecting the diversity present across Canada, including racialized individuals, women, Indigenous persons, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and 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, while also delivering administrative processing and servicing support 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. You will manage client accounts in both English and French, interpreting and analyzing 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. You will provide support to internal departments and external clients for all client inquiries 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 proficiency in 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. A high level of engagement, professionalism, and customer orientation is essential.
- Results-driven mindset: Detail-oriented with strong decision-making and problem-solving abilities. A commitment to self-development and continuous learning.
- Strategic thinking capabilities: The ability to analyze problems 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 capacity 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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