Product Specialist, Investment Products - Winnipeg, Toronto

MB
Hybrid
Posted Oct 8, 2026
1 position

$50,500–$72,500 / year

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Employment type: Full-time
Experience level: Mid-level · 2+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week
Office presence: 3 days per week
Seniority: Entry level

Job summary

Coordinate and respond to advisor and sales inquiries about investment products, escalating complex issues and maintaining accurate reference materials. Support product reporting, data validation, communications, research, documentation, and initiatives in collaboration with internal teams and investment partners.

Job details

Division: IG Investment Solutions Location: Toronto or 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. The Role: The Product Specialist, Investment Products provides day-to-day support for IG Wealth Management’s investment product platform and serves as the primary coordinator for product-related inquiries from advisors, sales teams and internal business partners. Acting as the central point of contact for the Investment Products team’s advisor and sales support mailboxes, the incumbent triages, tracks and coordinates timely and accurate responses across a broad range of investment solutions. Working closely with Investment Products, Distribution, Marketing, Operations, Compliance, Legal and investment management partners, the Product Specialist supports product communications, reporting, documentation, advisor enablement and product initiatives. The role contributes to service excellence, efficient information flow and the development of foundational investment product expertise. Key Responsibilities Product Support & Inquiry Management Manage advisor and sales support mailboxes, triaging and coordinating timely responses to product-related inquiries. Escalate complex or sensitive inquiries to appropriate leaders or subject matter experts and track through to resolution. Maintain accurate response templates, FAQs, reference materials and approved product information. Track inquiry trends, volumes and knowledge gaps to support service improvements and team insights. Reporting, Communications & Product Administration Maintain product information, inventories, reports, dashboards and shared content repositories. Support collection, validation and reconciliation of product-related data from internal and external sources. Coordinate updates to product materials and support preparation of advisor- and sales-facing communications, presentations and education resources. Conduct basic industry and competitor research and maintain product comparison resources. Monitor relevant market and product developments and share insights with Managers and Senior Managers. Provide research, coordination and administrative support for product initiatives and ad hoc assessments. Required Qualifications Undergraduate degree in Business, Commerce, Finance, Economics or related field 1-3 years of experience in financial services, wealth management, asset management, investment products, operations or a related field. CSC completed or willingness to complete. Strong service orientation, organization, attention to detail and written communication. Ability to manage multiple priorities and coordinate responses across stakeholders. Proficiency in Microsoft Excel, PowerPoint, Word and Outlook. Foundational understanding of mutual funds, ETFs and managed solutions. Preferred Qualifications Finance specialization Experience supporting product teams CFA Level I, II or III candidate Experience with Morningstar Direct, Bloomberg, Salesforce or similar tools. Broader familiarity with portfolio construction and investment strategies. The expected annual base salary range for this role is $50,500 - $72,500, 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. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers 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 Monday, October 12, 2026.

What you’ll do

Requirements

A bachelor's degree in business, commerce, finance, economics, or a related field and 1–3 years of relevant experience are required; candidates must have completed the CSC or be willing to complete it. Applicants should have strong service, organizational, communication, and coordination skills, proficiency in Microsoft Office, and foundational knowledge of mutual funds, ETFs, and managed solutions.