Manager, Estates Settlements

Division: IGM-CSO

Location: Montréal

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

DEPARTMENT OVERVIEW: Estates Settlements is a center of excellence within Strategic Operations & Operational Oversight, a division within Wealth Management Operations. The Estates Settlement team delivers the full end-to-end experience from supporting the initial estate administration, settling an estate, to supporting the Advisor in retaining assets. The team is responsible for all administrative accountabilities and contact center support to Advisors and Executors as they go through the estate process. The primary objective of the team is to deliver client centric, holistic experiences to these client segments through high-touch experiences, operational excellence, digital solutions, continuous improvements and collaboration with internal business partners. We service clients and advisors across Canada and currently have servicing teams within Winnipeg and QGO campus locations.

POSITION SUMMARY: The Manager of Estates Settlements is responsible for the daily operations of the Estates Settlements administration and contact handling team including coaching and mentoring a team of Coordinators, Associates & Senior Specialists; along with oversight of service level achievements, quality assurance and driving department and divisional objectives. The Manager will elevate the overall Estate experiences for employees and our clients. The Manager provides guidance through effective coaching and development with a focus on overall team results in the delivery client focused outcomes, high quality interactions while maximizing productivity to ensure timely completion of client cases. This position will be based in Montreal and will require an individual who has previous experience in a leadership capacity.

Duties Include

• Provides regular coaching and manages performance of team members with a focus on delivering collaborative and innovative solutions, achieving and exceeding quality and productivity expectations and initiates cross training for job enrichment, efficiency gains and career progression.
• Provides guidance to team members through change management and actively promotes employee engagement, including business readiness activities and oversight through the implementation of automation activities.
• Participates in recruiting, hiring and on-boarding of new employees to support fluctuating business volumes
• Analyzes data insights to proactively monitor trends , identify continuous improvement and implement solutions to improve overall service delivery and results.
• Proactively maintains knowledge of business unit policy & procedures and communicates changes as required and applies business knowledge to contribute to resolution of escalated and time sensitive issues.
• Collaborates with Workforce Management group to ensure service levels are achieved and team resources are utilized efficiently.
• Provides business and product expertise on departmental, divisional or corporate initiatives and assists with the oversight and implementation of business process improvement initiatives.
• Maintain and apply knowledge of industry practices and regulatory practices in addition to a comprehensive understanding of Estate Settlements.
  
  

Qualifications

• Minimum 5 years experience in a diverse client centric service environment, including formal leadership. Previous experience and expertise in back office operations, continuous improvement initiatives and client segments would be considered an asset.
• Post secondary degree/diploma in a business discipline with relevant securities or financial services courses (IFIC, Canadian Securities) or willingness to acquire within 1 year.
• Excellent inter-personal skills (verbal and written communication) and proven client centric servicing skills.
• Ability to work collaboratively with our internal and external partners related to initiatives specific to Estates Settlements.
• Strong organizational skills with the ability to effectively handle pressures of frequently changing priorities and deadlines.
• Attention to detail, strong problem-solving and decision making skills is critical while looking at our forward direction.
• The role is principally based in Montréal, Québec, so if you apply from Manitoba or Ontario, you have to be willing to travel frequently to Montréal, QC.
• Fluently bilingual (French and English) is required for this role.
  
  

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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