Coordinator Credit & Client Banking

IG Gestion de patrimoine; Winnipeg; Hybride; CAD 46 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Flex work arrangements

Résumé du poste

IGM Financial Inc. is seeking a Credit and Client Banking Coordinator in Winnipeg to support daily cash management and settlements with accurate, timely processing of internal and external payments.

The role collaborates with Analysts and external financial institutions to ensure efficient, compliant operations. Responsibilities include monitoring money movements, supporting liquidity management, and contributing to audit readiness while maintaining clear documentation and adherence to risk

Qualifications

• Post-secondary education in Business, Finance, Accounting or related field.
• 1–3 years in banking, cash management, settlements, or financial services operations.
• Knowledge of payment processing (EFT, settlements, wires) is an asset.
• Strong attention to detail with experience reviewing reports and processing transactions.
• Ability to work in a fast-paced environment with tight deadlines and shifting priorities.
• Strong analytical, organizational, and problem-solving skills.
• Effective communication and collaboration with internal teams and external partners.
• Proficient in Microsoft Office (Excel, Word, Outlook).

Responsabilités

• Process and monitor daily client and dealer payments, receipts, settlements, and money movements.
• Net settle transactions with external partners (FundServ, CDS, NBCN).
• Monitor EFT, Bill Payment, and other money movement files; resolve exceptions.
• Support daily cash sweeps and liquidity management.
• Perform daily operational reviews, journal entries, adjustments, write-offs, and transfers.
• Identify and elevate operational issues with timely communication and data gathering.
• Assist audits by adhering to risk and control framework.
• Provide general operational support to internal stakeholders.
• Create and maintain up-to-date procedure documents.

Connaissances

Attention to detail

Analytical skills

Excel proficiency

Communication skills

Financial operations

Formation

Post-secondary education in Business, Finance, Accounting

Outils

Microsoft Office

Description du poste

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.

Division: Credit and Client Banking

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.

Department Summary

The Credit and Client Banking (CCB) Team is dedicated to maintaining accurate and reliable financial records through meticulous reconciliation and monitoring. We manage a wide range of financial operations including cash flow, settlement payments, tax execution, and regulatory reporting. Our team ensures compliance, supports audits, and delivers exceptional service through proactive analysis and stakeholder engagement.

Position Summary

The Credit and Client Banking Coordinator supports daily cash management and settlement operations by ensuring accurate, timely, and compliant processing of internal and external payments. The role involves monitoring money movements, administering settlements, resolving exceptions, and supporting liquidity management in line with service level agreements, risk management guidelines, and internal control frameworks. The Coordinator partners with Analysts, cross‑functional teams, and external financial institutions and service providers to ensure efficient, compliant operations.

Duties Include

• Process and monitor daily client and dealer payments, receipts, settlements, and money movements in accordance with internal procedures and control standards.
• Administer and net settle transactions with external partners, including FundServ, CDS, and NBCN.
• Monitor EFT, Bill Payment, and other money movement files, investigating and resolving exceptions or escalating issues as required.
• Support daily cash sweeps and liquidity management.
• Perform daily operational reviews, manual exception resolution, journal entries, adjustments, write‑offs, and manual or online banking money transfers.
• Identify and elevate operational issues, supporting resolution through timely communication and data gathering.
• Contribute to successful internal and external audit outcomes by adhering to the risk and control framework.
• Provide general operational support by responding to inquiries from internal stakeholders and partner teams.
• Create and maintain clear, up-to-date procedure documents.

Qualifications

• Post‑secondary education in Business, Finance, Accounting, or a related field, or equivalent operational experience.
• 1–3 years of experience in banking, cash management, settlements, or financial services operations.
• Knowledge of payment processing and money movement practices (e.g., EFTs, settlements, wires) is an asset.
• Strong attention to detail with experience reviewing reports, resolving exceptions, and processing manual transactions accurately.
• Ability to work effectively in a fast‑paced environment with tight deadlines and shifting priorities.
• Strong analytical, organizational, and problem‑solving skills.
• Effective communication skills and the ability to collaborate with internal teams and external partners.
• Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook.
• Self‑motivated, accountable, and able to work independently as well as within a team.

The expected annual base salary range (prorated for the term) for this role is $45,500- $50,000 which is determined based on geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off (prorated for the term).

Benefits

• WORK LIFE BALANCE: 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.