Senior Specialist Trade Centre

IG Gestion de patrimoine; Montreal , Winnipeg; Hybrid; CAD 56,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Health & dental coverage

Pension plan

Hybrid & flex work

Volunteer days

Job summary

IGM Financial Inc. is hiring a Senior Specialist to support clients, Portfolio Strategists and investment dealers by efficiently executing trades and applying broad product knowledge. The position will be based in Montreal or Winnipeg with a hybrid work arrangement.

Key requirements include CIRE, bilingual English/French, 4–7 years in financial services, and post-secondary education. The role offers a competitive compensation package and opportunities for career development.

Qualifications

• CIRE (Canadian Investment Regulatory Exam) required.
• Bilingual English and French required.
• Asset licensing: RR or IR, with willingness to become RR.
• 4–7 years in financial services.
• Post-secondary education in a related field.

Responsibilities

• Manage in‑bound calls and emails from clients, Portfolio Strategists, Advisors and internal departments.
• Complete suitability assessment of orders and assist with KYC updates.
• Accurately execute client trades in line with regulations.
• Maintain up-to-date knowledge of industry, policies, products and procedures.
• Uphold CIRO regulatory and professional standards.
• Participate in special projects and assignments.
• Complete educational requirements to maintain registration proficiency.

Skills

Bilingual English & French

Strong oral communication

Accuracy & attention to detail

Problem solving

Education

Post-secondary education in related field

Job description

Division and Location

Division: IGM Wealth Mgmt Ops & Contact Centres

Location: Montreal, 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. 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 Senior Specialist supports clients, Portfolio strategist and investment dealer advisors through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one position that will be filled in Montreal or Winnipeg.

Duties Include

• Responsible for the professional servicing of in-coming telephone and email contacts from clients, Portfolio Strategists, Advisors and other internal departments
• Complete suitability assessment of orders and help client with KYC completion and or update
• Accurately executes client trades ensuring the adherence to industry and company regulations
• Maintains up-to-date knowledge on the industry and company policies, products and procedures
• Upholding ethical and professional requirements as an CIRO registrant
• Participates in special projects and assignments
• Completion of educational requirements to maintain registration proficiency

Qualifications

• REQUIRED: Canadian Investment Regulatory Exam (CIRE)
• REQUIRED: Bilingual (English and French)
• Assets : Currently licensed as Registered Representative (RR) with CIRO or as Investment Representative (IR) and willing to become a RR.
• Minimum of 4 to 7 years’ experience in the financial services industry
• Post-secondary education in a related field
• Strong oral communication skills
• Proven problem solving methodology
• Accuracy, attention to detail and organization skills required

Additional Information

Will be required to work some statutory holidays when US markets are available. Over time might be required.

Knowledge of French and English is required to support clients and Team members within and/or outside the province of Quebec.

The expected annual base salary range for this role is $56,000 - $80,000, 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.