Location: Winnipeg, Montreal

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.

Position Summary:

The Senior Client Services specialist plays an integral role in supporting advisors in servicing the needs of high-net-worth 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 Client Services specialist will act as a critical liaison between clients/advisors, other internal departments, and other Client Services 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 (French & English) mandatory

For internal applicants, please share with your current leader your intent to apply for the role. If you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.

a) Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

The expected annual base salary range for this role is $56,000 - $80,000 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 May 25 2026.

#LI-KN1

#LI-Hybrid