Location: Montreal, Winnipeg

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.

DEPARTMENT OVERVIEW: Estates Settlements is a center of excellence within Strategic Operations & Operational Oversight, a division within Wealth Management Operations. The Estates Settlement team delivers the full end-to-end experience from supporting the initial estate administration, settling an estate, to supporting the Advisor in retaining assets. The team is responsible for all administrative accountabilities and contact center support to Advisors and Executors as they go through the estate process. The primary objective of the team is to deliver client centric, holistic experiences to these client segments through high-touch experiences, operational excellence, digital solutions, continuous improvements and collaboration with internal business partners. We service clients and advisors across Canada and currently have servicing teams within Winnipeg and QGO campus locations.

POSITION SUMMARY: The Estate Senior Specialist serves as a subject matter expert and key escalation point for complex cases, providing guidance and support to the team. This role is responsible for identifying and removing cross-functional roadblocks, while driving governance and continuous improvement efforts. The Specialist actively contributes to Estates projects and initiatives, ensures training readiness, and maintains up-to-date learning resources. In addition, they own knowledge management practices by identifying gaps, updating content, and developing targeted plans to address capability and knowledge deficiencies across the team.

DUTIES INCLUDE:

• Act as a subject matter expert (SME) and escalation point for complex estate cases

• Provide guidance, coaching, and support to team members as needed

• Identify and remove cross-functional roadblocks and operational bottlenecks

• Drive and support continuous improvement initiatives, ensuring appropriate governance and consistency

• Actively participate in and contribute to Estates projects and strategic initiatives

• Ensure training readiness by maintaining and enhancing learning materials and resources

• Own and maintain knowledge management content, including identifying and addressing knowledge gaps

• Develop and implement plans to address capability and knowledge deficiencies across the team

• Partner with stakeholders to improve processes, enhance efficiency, and support overall team performance

QUALIFICATIONS

• Estate-related experience and/or knowledge of tax principles is required

• Minimum of 4 to 7 years’ experience in the financial services industry

• Post secondary degree/diploma in a business discipline with relevant securities or financial services courses (IFIC, Canadian Securities) or willingness to acquire within 1 year.

• Knowledge of core products, services, policies & procedures for IGWM

• Ability to work collaboratively with our internal and external partners related to initiatives specific to Estates Settlements.

• Strong working knowledge of core systems supporting estate operations (Salesforce, Rbroker, SAS)

• Demonstrated analytical thinking, problem-solving, and sound decision-making skills

• Ability to communicate clearly and effectively with diverse audiences

• Strong client service orientation with a focus on delivering high-quality support

• Strong attention to detail combined with effective prioritization under tight timelines

• Being bilingual (French + English) is an asset for this role.

ADDITIONAL INFORMATION: Overtime may be required based on volumes

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 22 2026.

#LI-KN1

#LI-Hybrid