Coordinator, Region Office Operations, Kelowna, BC

IG Wealth Management; Kelowna; Hybrid; CAD 48,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Health and dental coverage

Retirement savings plan

Hybrid & flexible work

Volunteer days

Employee Share Purchase Plan

Job summary

IG Wealth Management, part of IGM Financial, seeks a Coordinator, Region Office Operations in Kelowna. The role focuses on welcoming clients, handling inquiries on transactions, and delivering broad administrative support across the office.

The position requires at least 2 years in administrative roles, strong communication, and proficiency with Microsoft Office 365 and TEAMS. The job offers a hybrid work model, competitive compensation, and benefits.

Qualifications

• Minimum 2 years of administrative and reception experience in financial services preferred.
• Post-secondary business discipline is an asset.
• Strong client service orientation and communication skills.
• Ability to organize and prioritize multiple tasks with discretion under tight deadlines.
• Proficiency in Microsoft Office 365, MFDs and TEAMS technology support.

Responsibilities

• Reception duties: greet clients, manage calls, oversee supply inventory.
• Mail and courier management: handle mail and couriers.
• Meeting room and facilities support: arrange rooms and set up technology.
• Advisor network support: guidance on policies and resources, training on digital tools.
• Onboarding and training: assist with onboarding and system training.
• Administrative support: assist Manager, Region Office Operations as needed.

Skills

Reception

Admin support

MS Office 365

TEAMS

Customer service

Communication

Problem solving

Multitasking

Teamwork

Education

Post-secondary business degree

Tools

Microsoft Office 365

MFDs

TEAMS

Job description

Location: Kelowna, BC

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: Sales and Distribution

Location: Kelowna, BC

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 Coordinator, Region Office Operations serves as the primary point of contact, delivering services to both internal and external clients of IG Wealth Management. This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility support tasks.

Responsibilities

• Reception Duties: Welcoming clients and office members, managing incoming calls, and overseeing supply inventory.
• Mail and Courier Management: Handling receipt, preparation, and distribution of mail and couriers.
• Meeting Room and Facilities Support: Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facilities reviews.
• Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.
• Onboarding and Training: Assisting with onboarding new members, system training, form information, office procedures, escalation support, and general inquiries.
• Administrative Support: Offering additional administrative assistance to the Manager, Region Office Operations as needed.

If you are a proactive individual with excellent communication skills and a knack for multitasking, we would love to hear from you!

Qualifications

• Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
• Post-secondary education in a business discipline is an asset
• Demonstrated strengths in:
• Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients
• Accountability - Results oriented, takes ownership and delivers on commitments
• Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication
• Critical Thinking – ability to effectively problem solve and communicate solutions
• Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team
• Ability to organize and prioritize multiple tasks with discretion under tight deadlines
• Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support
• Agile learner with a desire for continuous improvement and development is an asset

The expected annual base salary range for this role is $47,500 - $61,500, 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.

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).

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.

Please apply before August 24, 2026.