Coordinator - RESP

IG Wealth Management; Ontario; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

Ein innovatives Unternehmen im Finanzsektor sucht einen engagierten Koordinator für die Unterstützung der Kundenbetreuung. In dieser Rolle werden Sie die Möglichkeit haben, erstklassigen Service zu bieten und mit verschiedenen internen und externen Partnern zusammenzuarbeiten, um Prozesse zu optimieren. Sie werden in einem hybriden Arbeitsumfeld arbeiten, das Flexibilität bietet, während Sie gleichzeitig die Bedürfnisse der Kunden in den Mittelpunkt stellen. Dies ist eine großartige Gelegenheit, Ihre Karriere in einem der führenden Unternehmen der Branche voranzutreiben und Ihre Fähigkeiten in einem unterstützenden Team weiterzuentwickeln.

Benefits

Flexible Arbeitszeiten

Möglichkeiten zur beruflichen Weiterbildung

Gesundheits- und Wellnessressourcen

Hybrid-Arbeitsumgebung

Qualifications

• 1-2 Jahre Erfahrung in der Finanzbranche mit Fokus auf Kundenservice.
• Fähigkeit, in einem schnelllebigen Umfeld mehrere Aufgaben zu bewältigen.

Responsibilities

• Bereitstellung von hochwertigem Service für interne und externe Kunden.
• Verarbeitung und Verwaltung von Kundenkonten in Englisch und Französisch.

Skills

Kundenservice

Beziehungsmanagement

Problemlösungsfähigkeiten

Detailorientierung

Education

Postsekundäre Ausbildung in Betriebswirtschaft

Branchenbezogene Kurse wie CSC und IFC

Tools

Microsoft Office

Fundserv

PlatformZero

TreX

SAS

RBroker

Job description

Division : IGM Client Services Operations

Location : Montreal, Winnipeg or Toronto

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years, we have grown to become one of the largest, most respected companies in Canada. We are a leader in providing the best advice, experience, and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow, and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc., empowering our employees with tools to thrive while working remotely, and providing resources to ensure physical and mental wellness are prioritized.

You will join a team that believes our success starts with the success of our clients, working together to realize our greatest potential. We strive for excellence while developing and sharing skills and knowledge. You can make a difference for our clients and the world around us. We offer a hybrid work environment when applicable.

IG Wealth Management is committed to diversity and inclusion. We encourage applications from all qualified candidates across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community members, gender-diverse and neurodiverse individuals, and others who can contribute to the diversification of ideas.

The Opportunity

The RESP group at IG Wealth Management seeks a dedicated Coordinator to join our team. Process Management & Administration provides administrative and servicing support across multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee, and IGSI. The role involves processing and servicing support for IGM clients, Consultant Network, Planning Specialists, Regional Offices, and other areas.

As a Coordinator, you will:

1. Provide high-quality service to external and internal customers.
2. Perform account management and servicing activities for client accounts in both English and French.
3. Interpret and analyze documentation for input and processing of various investment products, ensuring compliance with policies and procedures.
4. Create effortless experiences for clients.
5. Support internal departments and external clients for all received requests.
6. Apply business knowledge and encourage a client-focused mindset.
7. Identify opportunities for process improvement collaboratively.
8. Collaborate with internal partners to enhance business processes.

To be successful in this role, you will have:

• 1-2 years of financial industry experience and a passion for delivering outstanding customer experiences.
• Familiarity with back-office data processes, procedures, and systems such as Microsoft Office, Fundserv, PlatformZero, TreX, SAS, and RBroker.
• Strong relationship management skills to build and maintain relationships with teams, peers, and business partners.
• A results-oriented, detail-focused approach with decision-making and problem-solving skills.
• A strategic mindset capable of considering regulatory environments in problem-solving.
• Excellent written and oral communication skills; bilingual in English & French is an asset.
• Strong organizational and time-management skills, with the ability to multitask in a fast-paced environment.

Education : Post-secondary education in Business Administration or related field. Industry-related courses such as CSC and IFC are assets but not required.

Availability : Candidates must be available to work shifts between 8:00 AM – 6:00 PM CST, Monday to Friday, with occasional overtime during weekdays and weekends. This role is hybrid, with in-office expectations evolving based on business needs.