Senior Specialist Wealth Operations

IG Wealth Management View all jobs

  • Montreal, QC Winnipeg, MB
  • $56,000-80,000 per year
  • Permanent
  • Full-time
  • 16 days ago
Grade: P6Division: Wealth Management Operations & Enterprise Contact CentreLocation: Montreal or WinnipegIGM 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 Specialist supports clients, Portfolio strategist and investment dealer advisors through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one position that will be filled in Montreal or Winnipeg.DUTIES INCLUDE:
  • Responsible for the professional servicing of in-coming telephone and email contacts from clients, Portfolio Strategists, Advisors and other internal departments
  • Complete suitability assessment of orders and help client with KYC completion and or update
  • Accurately executes client trades ensuring the adherence to industry and company regulations
  • Maintains up-to-date knowledge on the industry and company policies, products and procedures
  • Upholding ethical and professional requirements as an CIRO registrant
  • Participates in special projects and assignments
  • Completion of educational requirements to maintain registration proficiency
QUALIFICATIONS:
  • REQUIRED: Currently licensed as Registered Representative (RR) with CIRO or as Investment Representative (IR) and willing to become a RR within 90 days from the start date.
  • REQUIRED: Bilingual (English and French)
  • Minimum of 4 to 7 years' experience in the financial services industry
  • Post-secondary education in a related field
  • Strong oral communication skills
  • Proven problem solving methodology
  • Accuracy, attention to detail and organization skills required
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 PlanWORK 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 toWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.Please apply before April 10 2026.#LI-KN1#LI-Hybrid

IG Wealth Management