Location: Montreal or 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.

Position Summary:

The Senior Specialist plays an integral role in supporting advisors in servicing the needs of advisor and clients and manage escalations, exceptions, and inquiries. This role is responsible for managing complex cases and making critical and time sensitive decisions that will enhance client satisfaction by using acquired experience, resources, and precedents. The Senior Specialist will act as a critical liaison between clients/advisors, other internal departments, and other WMO &ECC operations team members as well as coordinate the timely execution of escalated cases by triaging cases, escalating directly with other financial institutions, completing root cause analysis, and providing feedback to internal partners to further enhance processes, procedures, and coaching.

Duties Include, but are not limited to:

• Coordinate any work performed by other service departments (Region Office Operations, Operations Services, Brokerage Operations, Legal, Compliance, etc.) and ensure appropriate service levels are provided to avoid financial losses and reputational damage.

• Provide personalized assistance and administrative support on requirements, forms and submission methods, schedule and facilitate a pre-submission full review meeting for extensive assistance to advisors and their teams, pre and post submission of their requests. Proactively communicate with the advisor's team regarding NIGO (fully review NIGOs to determine if valid or can be resolved internally and support advisor through the resolution process), status updates, follow-ups, and confirmation upon completion of all transactions. Proactively anticipate service concerns and work with colleagues to develop solutions.

• Proactively escalate by calling or meeting with external business partners and other financial institutions for quick resolution.

• Conduct research & analysis of complex and/or escalated issues to determine the best course of action for resolution.

• Analyze the root cause of errors and trends to proactively implement changes to improve overall client satisfaction.

• Identify areas of improvement to increase accuracy and efficiency of processing.

• Provide feedback to leadership team on the knowledge & skills of the team members.

• Communicate with internal and external business partners to explain current functions, procedures, policy, and problem resolution.

• Maintain broad knowledge of business policy & procedures and participate in relevant training and development opportunities.

Qualifications:

• Post-secondary education in a related field

• Knowledge of core products, services, policies & procedures for investment offerings

• Strong analytical, problem solving and decision-making skills.

• Excellent communication skills (both written and verbal) with demonstrated ability to articulate relevant information and direction in an organized and concise manner.

• Demonstrated organizational skills with the ability to manage multiple priorities.

• Strong PC skills and practical experience with MS Office tools (Word, Excel, PowerPoint, Access)

• Advanced knowledge of internal systems (All digital tools: SAS, DCA, TREX, Transact, Salesforce (Advisor Portal, Digital Forms, DocuSign), Platform Zero.) and proven desire and ability to learn quickly.

• Bilingual is an asset (French & English)

As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

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 8, 2025.

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