Service Specialist, CC Advisor Support

IG Gestion de patrimoine; Quebec; Hybrid; CAD 50,000 - 64,000; Full time

Benefits offered by this job

Health benefits and insurance

Hybrid & flexible work arrangements

Education/Career support

Employee Share Purchase Plan

Paid volunteer days

Paid time off and wellness days

Job summary

IGM Financial Inc. - IG Wealth Connect is seeking a Service Specialist to provide enhanced administrative support and superior client service to Advisors and clients. You will handle inquiries, process paperwork, and ensure high-quality outcomes in a fast-paced setting.

This role emphasizes collaboration with multiple business units, strong product knowledge, and the ability to resolve issues efficiently. Hybrid schedule with three days in-office, and a focus on continuous learning and

Qualifications

• Minimum 2+ years in a diverse customer service focused role.
• Post-secondary degree/diploma in a business discipline with relevant securities or financial services courses.
• Excellent inter-personal and proven client service skills.
• Strong written and verbal communication skills.
• Proficient PC skills including Word, Excel, Access and email.
• Bilingual (French/English) written and verbal communication is required.

Responsibilities

• Handle client servicing and administration related to orders and account inquiries.
• Communicate with IG Wealth Connect clients to resolve issues and strengthen relationships.
• Adapt to a fast-paced environment with a growth mindset.
• Receive and respond to inquiries via email, phone, web and fax from Advisors and clients.
• Research escalated situations and provide solutions and process improvements.

Skills

Customer service

Communication

Bilingual (French/English)

Proficient in PC & Office apps

Education

Post-secondary degree/diploma in business

Tools

Microsoft Office

Job description

Location: 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.

Division: IG Sales & Distribution

Location: 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:

IG Wealth Connect is a strategic area within Financial Services Distribution. The IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally.

POSITION SUMMARY:

The Service Specialist will provide continual support to IG Wealth Connect Advisors and clients by providing enhanced administrative support, demonstrating strong customer and relationship management skills and acting as first point of operational support for both financial and non-financial transactions. They will identify solutions and make appropriate decisions that result in producing high quality work. Working in a fast-paced environment, their main responsibility is to handle all supporting paperwork, inquiries and problems accurately, professionally and effectively through acquired product knowledge of the corporate policies and procedures.

Duties Include

• Client servicing and administration - guide and offer support to Advisors through administration related to orders and answer account inquiries and business submission methods. Activities include updating account information, processing non-financial requests, quality control, responding to service requests, communicating with customers, follow up, and adjustments.
• Communicates regularly with IG Wealth Connect clients to resolve issues, answer questions, and strengthen the client relationship and experience.
• Constantly adapting to new priorities by remaining nimble and agile in a fast-paced work environment and having a growth mindset in the face of challenges.
• Receive and respond to incoming contacts via e-mail, phone, web and fax from Advisors clients, other business units.
• Determine the best course of action and ensure completion of action has met established standards.
• Take independent action to research escalated situations, offer alternatives and solutions, and provide feedback to Advisors and/or process improvements that will maximize the administrative process.
• Communicate with other business units to ensure client inquiries and concerns are resolved in a timely manner and act as liaison between related business units.
• Maintain knowledge of basic policy and procedure in the following areas: IGFS, IGSI, IIROC, IGFS Nominee, Mortgage, and AFP.
• Manage escalations - review each issue with consideration, collaboration with other business unit, initiate appropriate action to be taken to resolve the issue in a timely efficient manner.

Qualifications

• Minimum 2 plus years in a diverse customer service focused role, with front line client service and working with mutual funds/other investments experience.
• Post-secondary degree/diploma in a business discipline with relevant securities or financial services courses.
• Excellent inter-personal and proven client service skills.
• Well demonstrated written and verbal communication skills.
• Proficient PC skills including Word, Excel, Access and email.
• Strong investigative and decision-making abilities.
• Bilingual (French/English) written and verbal communication is required.

The expected annual base salary range for this role is $49,500 - $64,000 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.

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.

Please apply before November 1 2026.