Coordinator, Transfer Out

Location: 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.

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 Summary:

IG Wealth Management delivers support to clients, Advisors, Assistants, Investors Group Specialists and others on administrative matters and products, such as mutual funds, other IGFS, IGFS (Nominee) and IGSI investments, mortgage loans, etc.

The Opportunity

As a coordinator, you will have the opportunity to excel in your role by:

• Providing High-Quality Service: Deliver exceptional service to both external and internal customers. Manage and service client accounts in both English and French. Interpret and analyze documentation for the input and processing of various registered and non-registered investment products, ensuring all requests are completed in accordance with IG Wealth Management's policies, procedures, and compliance guidelines.
• Creating Effortless Client Experiences: Support internal departments and external clients with all client requests. Apply business knowledge and foster a client-focused mindset to ensure seamless experiences.
• Identifying Opportunities for Improvement: Collaborate with internal business partners to continuously enhance business processes. Identify and implement changes and optimizations in a collaborative manner.

Position Summary:

This position is responsible for managing client transfers to other institutions. An external transfer-out involves the movement of client assets, cash, and/or securities from IG Wealth Management to another financial institution. The role requires efficient processing of requests, primarily submitted via fax and subsequently ingested into Trex.

Duties Include:

• Completing sells or in-kind transfers to other institutions
• Ensuring procedures and regulations are met for every out -going account. Reviewing and ensuring all transfer requirements have been met prior to submitting the transfer to the relinquishing institution via NON-Aton or Aton process.
• Using previous experience, knowledge and available resources to meet the position's productivity and quality objectives, in keeping with service level agreements
• Performing additional tasks to help achieve department objectives
• Keying into the A$M system (Fundserv). Accurately input data into the A$M system ensuring precision and adherence to established protocols.
• Extract Exception Report Data: Retrieve data from exception reports and conduct a thorough analysis to determine the root cause of each exception.

Qualifications:

Financial Industry Experience:

Possess 1-2 years of experience in the financial industry, with a strong passion for creating and delivering exceptional customer experiences. Proficient in back-office data processes and procedures, with working knowledge of Microsoft Office, Fundserv, TreX, and RBroker operating systems.

Relationship Management:

Demonstrated ability to establish and maintain strong working relationships with teams, peers, and business partners across the company, both in-person and virtually. Highly engaged, displaying a professional attitude and strong customer orientation.

Results-Oriented Mindset:

Detail-oriented with strong decision-making and problem-solving skills. Committed to self-development and continuous learning.

Strategic Thinking:

Capable of problem-solving and making decisions within regulatory environments.

Communication:

strong written and oral communication skills.

Planning and Organization:

Adept at working in a fast-paced, deadline-driven environment. Strong organizational and time-management skills, with the ability to multi-task and adapt to frequently changing priorities.

Education:

Post-secondary education in Business Administration or a related field.

Availability:

Candidates must be available to work shifts between 7:00 AM and 8:00 PM CST, Monday to Friday, with occasional overtime during weekdays and weekends

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 November 27, 2025.