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Senior Administrative Assistant, Corporate Channel

IG Wealth Managementabout 22 hours ago
Hybrid
Ontario
Senior Level
full_time

Top Benefits

Competitive health and dental coverage
Voluntary Defined Contribution Pension Plan
Short‑term and long‑term disability insurance

About the role

Division:  IG-SaleDist Location:  Toronto 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 Overview The Senior Administrative Assistant provides confidential, high-level administrative support to the Vice President – Corporate Channel. This role involves managing calendars, coordinating meetings and travel, handling email communications, preparing reports and presentations, and supporting technology adoption. The Assistant also organizes documentation, tracks project progress, and ensures smooth day-to-day operations. Strong digital skills, discretion, and the ability to work independently in a fast-paced environment are essential.

Responsibilities

  • Provides confidential senior level administrative support services to the Vice President—Corporate Channel

  • Maintains appointment schedules and coordinates meetings (in person or virtual)

  • Manages email inbox and completes/actions tasks on Vice President’s behalf

  • Proactively monitors calendar

  • Providing support and acting as a resource on assignments

  • Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation

  • Support and management of technology adoption

  • Prepares correspondence, reports, and presentations.

  • Co-ordinating travel arrangements and preparing expense reports

  • Provide sales, process, marketing, and administrative support to the VP and the entire region

  • Provides technology support related to BYOD; Help Desk escalations; general inquiries

  • Supports business development and marketing activities and strategies as required

  • Helps the execution of region client acquisition events (both virtual and in person)

  • Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and Region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)

  • Supports and collaborates with all levels of Corporate Channel leadership employees and Consultants, in many cases across multiple locations.

Qualifications

  • Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry
  • Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
  • Service oriented with strong relationship management skills
  • Ability to work independently and as part of a great team
  • Ability to handle confidential information in a tactful and professional manner
  • Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required
  • Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
  • Flexible and able to perform in a fast paced, changing environment
  • Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required

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.

About IG Wealth Management

Financial Services
5001-10,000

Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.

Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. With powerful human advice, world-class asset managers, and proactive advisors, we craft personalized strategies to meet your financial goals. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ownership, cash management and more, we provide solutions that adapt to your changing needs.

Discover the benefits of integrated financial planning with IG Wealth Management.

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