Location: Toronto or Winnipeg

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Founded in 1926, Investors Group 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, Investors Group 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.

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.

Position (details)

The Senior Specialist, Advancement plays a critical role in supporting the operational readiness and lifecycle management of investment products. This role ensures product materials and data are accurate, compliant, and aligned with regulatory standards. Acting as a central liaison across product, compliance, legal, operations, and technology teams, the specialist drives workflow efficiency, supports digital enablement, and resolves product-related inquiries.

Responsibilities:

• Support operational readiness for new product launches and changes to existing products.

• Contribute, review and provide direction on client statement messages and form updates.

• Ensure product materials, forms, and AdvantagePlus pages are accurate and compliant.

• Partner with internal teams to streamline workflows and resolve product-related issues.

• Support digital enablement and automation of product support processes.

• Respond to inquiries related to product structure, eligibility, and operational procedures.

• Ensure adherence to National Instrument 81-102 and other relevant regulations.

• Support internal audits and regulatory reviews.

Requirements:

• Bachelor’s degree in Finance, Business Administration, Economics, Commerce, or Accounting.

• 4–7 years of relevant experience.

• Strong understanding of mutual funds, ETFs, and registered products.

• Excellent communication, project management, and analytical skills.

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: competitive health and dental coverage, flexible plan for you and your family

• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

• INSURANCE: employer sponsored short-term and long-term disability.

• 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

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

#LI-KN1

#LI-Hybrid