Senior Specialist Process Management and Administration

IG Wealth Management; Toronto, Winnipeg, Montreal; Hybride; CAD 47 000 - 68 000; Plein temps

Avantages offerts par ce poste

Hybrid work arrangements

Competitive compensation & recognition

Education/career support

Employee Share Purchase Plan with an e

portfolio of benefits and wellness

Résumé du poste

IG Wealth Management in Montréal and Winnipeg is seeking a PM&A Support Specialist to provide expert guidance on policies, procedures, and regulatory obligations across PM&A departments. You will help design and deliver training, manage knowledge assets, and support cross-functional initiatives.

The role emphasizes strong communication, client-service orientation, and collaboration with senior leadership to drive process excellence within a hybrid work environment.

Qualifications

• Minimum 4 to 7 years’ experience within a client service/business operations environment across multiple platforms and product lines.
• Experience in Region Office Operations and/or CSO is highly valuable.
• Strong problem solving, analytical and decision-making skills.
• Excellent interpersonal and communication skills, both written and verbal; ability to liaise with all management levels.
• Exceptional organizational and time management abilities with the capacity to handle multiple priorities.

Responsabilités

• Lead department-wide training programs with effective instructional design and delivery.
• Provide guidance and resolution for complex inquiries, escalations, and operational challenges.
• Maintain PM&A intranet content (SIERRA/Adv+) ensuring accuracy and accessibility.
• Collaborate with business partners on cross-functional initiatives.
• Identify opportunities to improve efficiency and overall PM&A operations.
• Ensure alignment with policies, data requirements, and regulatory obligations.

Connaissances

Client service

Cross-functional collaboration

Analytical thinking

Communication skills

Time management

Formation

Post secondary degree/diploma in a relevant business discipline

Outils

Salesforce

Rbroker

Microsoft Office Suite

SIERRA/Adv+ intranet

Description du poste

Division: IGM Wealth Mgmt Ops & Contact Centres Location: Toronto, Winnipeg, Montreal 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.

Department Summary

Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.

Position Summary

Process Management and Administration (PM&A) Support Specialist plays a key role in supporting all PM&A departments by providing expert guidance on policies, procedures, technical systems, and regulatory obligations. This role is central to the facilitation of training programs, knowledge management, and process oversight ensuring consistency and operational excellence across the PM&A group. The Specialists act as primary resource for complex inquiries and escalations, offering support to PM&A departments and collaborating with Senior Leadership across various business partners. Areas of expertise may include but are not limited to any combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and Insurance. Responsible for the review of all communications and procedural updates to ensure that any reputable risk is protected and regulatory obligations are met for PM&A departments nationally.

Duties Included

• Leads the facilitation of department-wide training programs for all PM&A teams, with focus on effective instructional design, delivery, and continuous learning. Ensures training materials are relevant, engaging, and aligned with departmental processes and regulatory requirements.
• Key support resource for PM&A teams across the country, providing guidance and resolution for complex inquiries, escalations, and operational challenges.
• Manages and maintains PM&A departmental content on the intranet sites (SIERRA / Adv+), ensuring documentation is accurate, accessible, and consistently aligned with current processes and standards. Supports overall knowledge management efforts PM&A departments.
• Collaborate with business partners on cross-functional initiatives or projects, representing PM&A to ensure their needs, processes and perspectives are accurately reflected.
• Contributes to continuous improvement initiatives by identifying opportunities to enhance efficiency and improve the overall effectiveness of PM&A operations.
• Ensures alignment with internal policies, system/data requirements, and regulatory obligations, maintaining high standards of compliance and operational integrity.
• Oversees the management of departmental reports and specialty processes requiring elevated scrutiny, such as bank wire approvals, ensuring thorough risk assessment, documentation accuracy, and adherence to compliance standards

Qualifications

• Minimum 4 to 7 years’ experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and systems expertise.
• Experience in Region Office Operations and/or CSO is highly valuable.
• Strong problem solving/analytical and decision-making skills.
• Strong customer service orientation with excellent interpersonal and communication skills, both written and verbal. Ability to communicate with all levels of management.
• Exceptional organizational and time management skills. Ability to manage multiple priorities and deliver under tight deadlines.
• Strong relationship management skills and the collaboration skills. Ability to represent PM&A departments in cross-functional initiatives.
• Strong initiative and creativity in identifying process improvements and developing innovative solutions.
• Bilingual is an asset
• Project Management experience is an asset
• Proficiency in Corporate platforms to include Salesforce & Rbroker an asset
• Proficient in Microsoft Office Suite.
• Post secondary degree/diploma in a relevant business discipline.

As this position is posted in Montréal and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

The expected annual base salary range for this role is $47,000 - $67,500, 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 9th 2026.