Bilingual Client Service Representative

IG Wealth Management; Winnipeg; Hybrid; CAD 50,000 - 61,000; Full time

Benefits offered by this job

Competitive compensation

Health and dental coverage

Hybrid & flexible schedule

Employee Share Purchase Plan

Job summary

IG Wealth Management in Winnipeg is seeking a Client Relations professional within the Wealth Management Operations & Contact Centers division. You will respond to client inquiries by phone and email, resolving issues with product knowledge and policy understanding.

The role requires at least 2 years in client service, bilingual French and English, and a business-focused credential. We offer competitive compensation, benefits, and a hybrid work schedule with three days in the office.

Qualifications

• Independent worker able to serve clients remotely
• Experience in front-line client service and mutual funds/ investments is preferred
• Post-secondary business studies or related securities courses are assets
• Strong written and verbal communication in English (French is a plus)

Responsibilities

• Handle inbound calls and emails from consultants and clients with a focus on client needs
• Deliver high-quality, consistent service by following policies and procedures
• Maintain knowledge of policies, procedures, and technologies and communicate changes
• Collaborate with teammates to resolve issues and share information for better outcomes
• Support transformation initiatives and participate in special projects within Client Services

Skills

Client service

Communication skills

Bilingual French-English

Independence

Emotional intelligence

Organization

Education

Post-secondary degree/diploma in business

Tools

MS Word

Excel

Access

Job description

Division: Wealth Management Operations & Contact Centers

Location: Winnipeg

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Founded in 1926, IG Wealth Management 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, IG Wealth Management 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.

Position Summary

The Client Relations department is a critical business function and enabler of strategic transformation initiatives impacting IGWM. As a central resource for Advisors, Clients and internal business partners, Client Relations provides support for new product launches, technologies and processes that are key to the success of transformation. Working in a fast-paced environment, the main responsibility is to accurately, professionally and effectively handle and resolve client and consultant inquiries and problems through acquired product knowledge of the corporate policies and procedures.

Responsibilities

• Creating effortless experiences when receiving and responding to inbound phone and email contacts from consultants, clients, and other institutions, and ensuring we only do what is best for our clients.
• Delivering a reliable, consistent, and transparent service by handling all inquiries with a high level of quality and professionalism, determining the best course of action, and ensuring completion of action has met established standards.
• Deliver value by maintaining knowledge and awareness of all policies, procedures and technologies including sharing information on recent policy changes and simplified business processes.
• Build a culture of quality by assisting team members with problem resolution by providing and sharing information and experiences.
• Enable personal and departmental growth by participating in individual and team meetings with leadership to discuss call monitoring feedback, training and development needs, service levels, and providing feedback on business operation needs and trends by maintaining awareness of business needs and requirements.
• Fuel our future by supporting transformation and modernization, and promoting adoption for our consultants and our clients as we go through our transformation journey.
• Promote operational excellence by participating in special projects and assignments within the Client Services Division.

Qualifications

• Ability to work independently in your home office where you will serve clients on the phone leveraging your resilience, resourcefulness, and proven experience in delivering an exceptional client experience and deepening client relationships.
• Contact Centre Experience and Knowledge: Minimum 2 plus years in a diverse client service focused role, with front line client service and working with mutual funds/other investments experience.
• Education: Post-secondary degree/diploma in a business discipline with relevant securities or financial services courses is an asset.
• Client Oriented: Excellent interpersonal and proven client service skills with an ability to interact across various situations.
• Communications: Well demonstrated written and verbal communication skills.
• Understanding and adopting emerging and changing technologies is required to stay relevant. Proficient PC skills including Word, Excel, Access and email.
• Highly engaged and adaptive with emotional intelligence, agility, critical thinking, decision making, analysis and collaboration.
• Organization: Ability to plan, execute, and follow through with actions and requests in a timely manner.
• Professional bilingualism (French and English), written and spoken.
• Knowledge of French and English is required to support clients and Team members within and/or outside the province of Quebec.

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 & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan.
• 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).

The expected annual base salary range for this role is $50,000- $61,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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