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Coordinator, Client Account Management

3 weeks ago

Toronto, Ontario, Canada IG Wealth Management Full time

Location: Montreal, Toronto or Winnipeg

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Founded in 1926, Investors Group is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, Investors Group is recognized as one of Manitoba's Top Employers, Canada's Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Department Summary:

The Client Account Management & Specialized Support Team is responsible for the accurate and responsive execution of transactions and events associated with client accounts. In addition, we provide service and support to the Consultant Network and our business partners on all administrative aspects to a client's account to include processing client requests. The primary objective of the team is to deliver client centric holistic experience through continuous improvements, efficiencies and collaboration with our business partners in Investments, Insurance and Mortgage/Banking.

Position Summary:

Client Account Management & Specialize Support provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.

Duties Include:

  • Providing high-quality service to external and internal customers. Performing account set up and management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management's policies, procedures, and compliance guidelines.

  • Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge with a client focus approach.

  • Finding opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

Qualifications:

  • Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes and procedures.

  • Relationship management: Ability to build and maintain strong working relationships with your teams, peers, and business partners across the company. Must be highly engaged, displaying a professional attitude, with strong customer orientation.

  • Results oriented attitude: Meticulous with strong decision-making, and problem-solving skills. Passion for self-development and learning.

  • Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.

  • Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset.

  • Planning and Organization: Ability to work in a fast-paced and fast paced environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.

  • Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required.

  • Availability: Candidates work shift is flexible as hours of operation are from 6:00 AM to 11:30 PM PM CST Monday to Friday, with overtime work during the weekday and weekends.

As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

Benefits:

  • COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

  • EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family

  • RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

  • INSURANCE: employer sponsored short-term disability.

  • WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

  • INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM 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.

IG 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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to

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

Please apply before December 1, 2025.

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