**Division: IGM-CSO

Location: Winnipeg

Reports to: Steve Sciortino** 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.

Responsibilities Include

• Maintain configuration to support business needs and in compliance with established controls including testing of changes and baseline review of fees outlined in the prospectus.
• Coordinate end to end system updates for product launches.
• Coordinate and test CSOX in accordance with established controls.
• User Acceptance Testing to validate business rules and system changes.
• Maintain statistics and dashboards.
• Review and maintain documentation.
• Coordinate regulatory mailing production, quality control and issue management.
• Provide product and operational support:

• accurate and timely client reporting documents including client statements, tax slips, trade confirmations and fund facts.
• Respond to inquiries from business, external partners and vendors.
• Investigate and log system problems, submit file fixes and recommend system enhancements.
• Collaborate with developers and applications support teams to resolve issues.

• Participate in projects across IGM that impact systems and business processes.

Qualifications

• 3-year Business experience and/or post-secondary degree or diploma in business; or a relevant field
• Knowledge of IGM product shelf and specialized products
• Relevant experience of business processes, rules, procedures and outcomes.
• Relevant experience of how client data is maintained in the Transfer Agency systems.
• High level knowledge of how financial transactions are calculated or reported / and or expertise in transaction processing.
• Independent and adaptive learner with analytical skills to support multiple IGM applications.
• Proficiency with Microsoft Office Suite of products (Word, Excel (advanced), MS Access)
• Knowledge of SQL or VBA scripts is an asset.
• Successful completion of the Canadian Investment Funds course/Operations Course or the Canadian Securities Course is an asset.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management 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.

Please apply by July 1, 2025 .