Location: Winnipeg

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.

DEPARTMENT SUMMARY

The Estates team in Wealth Management delivers critical administrative and servicing support to Advisors, Clients, Assistances, Specialists and other internal partners and external contacts on business matters and products relating to a deceased IGM client.

POSITION SUMMARY

We are looking for a dedicated team player who enjoys and excels working in a challenging environment on multiple systems and platforms focused on providing an exceptional client experience. Estate Associate is Single Point of Contact to internal and external clients with assisting and answering inquiries with quality and professionalism through telephone, email, and letter correspondence on deceased IGM clients. The Estate Associate is responsible for handling all types of client notifications, processing requests, account valuation including capital gain/loss, understanding tax reporting, and providing policy & procedure information when handling the estate. Individuals should be committed to handling all requests with quality and a strong desire to provide a positive client experience with professionalism.

DUTIES INCLUDE:

• Interpreting and analyzing documentation for the settlement of a deceased IGM client estate.

• Respond to daily correspondence and inquiries professionally via phone and email with communication procedures, policy, tax, and legal information to all clients involved with the estate.

• Prepare letters in a prompt, efficient manner that provides instructions and requirements on what is required to settle deceased accounts.

• Handle escalated issues and exception requests by providing a resolution or recommendation solution for client complaints and complex servicing issues for Estate settlement.

• Calculate deceased tax information, capital gain/loss values, and adjusted cost base as required.

• Delivering a reliable, consistent, and transparent service with all requests and inquiries for deceased IGM clients which includes redemptions, transfers, manual collection of fees and tax adjustments.

• Processing of documents with quality based on the client request received and complete according to the Investors Group policy and procedures and compliance guidelines.

QUALIFICATIONS:

• Minimum 1 -2 years’ experience in an investment or financial services environment.

• Well demonstrated oral and written communication skills

• Mutual Fund and Financial Industry knowledge and experience is an asset.

• Exceptional telephone handling skills and strong customer service focus being client oriented.

• Estate Tax knowledge would be an asset.

• Strong PC skills working with all Microsoft applications; Outlook, Excel, Word, and Teams.

• Proven analytical, problem solving and strong decision-making skills with an ability to interact across various situations.

• Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment.

• Ability to multi-task and adapt to frequently changing priorities.

• Strong organizational, Interpersonal, and time-management skills

• French bilingual would be an asset.

OTHER JOB-RELATED INFORMATION

• This position may report to a manager at Winnipeg, Manitoba office or Montreal, Quebec office.

• Hybrid Work – Mandatory 3 days in office

• Overtime may be required during peak business.

• Flexible work hours may be required.

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 October 1, 2025.

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