Coordinator - RESP

IG Wealth Management; Manitoba; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

Join a leading wealth management firm as a Coordinator, where you will provide administrative support across various business lines. This hybrid role involves delivering exceptional customer service while collaborating with internal teams. Ideal candidates will have financial industry experience and strong communication skills.

Qualifications

• 1-2 years of financial industry experience.
• Bilingual in English & French would be an asset.

Responsibilities

• Providing high-quality service to external and internal customers.
• Performing account management and servicing activities for client accounts.

Skills

Customer Service

Problem Solving

Communication

Education

Post-secondary education in Business Administration

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 managements. 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 of business, 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. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

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

The Opportunity

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

As a Coordinator, you will have the opportunity to do your best work by

Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management’s policies, procedures, and compliance guidelines.

Creating effortless experiences for our clients .Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.

Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

To be successful in this role, you will have :

Financial industry experience : 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, SAS and RBroker operating systems.

Relationship management : Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company both in person and in a virtual environment. Must be highly engaged, displaying a professional attitude, with strong customer orientation.

Results oriented mindset : Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.

Strategic thinker : Ability to problem solve and make decisions considering regulatory environments.

Communication : Excellent written and oral communication skills. Bilingual in English & French would be an asset.

Planning and Organization : Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.

Education : Post-secondary education in Business Administration and / or related field. Industry-related courses, such as CSC and IFC an asset but not required.

Availability : Candidates must be available to work a shift between 8 : 00 AM – 6 : 00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends. This is a hybrid role and in office expectations will evolve and align with business needs.