Job Description

Location: Winnipeg or Montreal

Division: IGM Client Services Operations

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, Mackenzie Investments and Investment Planning Counsel.

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. We are proud to be recognized among Canada's Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

At IG Wealth Management, our vision is to inspire financial confidence.

You will join a team that 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.

Department Summary

We are looking for an Estate Associate to join our Estates team in Wealth Management. Wealth Operations provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.

Position Summary

Looking for a strong team player who enjoys and excels working in a challenging environment on multiply systems and platforms and focused on providing an exceptional client experience. Estate Associate is Single Point of Contact to internal and external clients assisting and answering inquiries through telephone, email, and letter correspondence on deceased IGM clients. The individual will be responsible to handle all types of client notifications, processing requests, account valuation including capital gain/loss, tax reporting and provide policy & procedure information when handling the estate accurately and professionally. Individual should be committed to handle all requests with quality and strong desire to provide a positive client experience.

Duties Include

Interpreting and analyzing documentation for the settlement of a deceased IGM client estate.

Respond to daily correspondence and inquiries via phone and email with communicating procedures, policy, tax and legal information to clients, executors, lawyers, region offices, and Consultants.

Prepare letters in a prompt, efficient manner that provide instructions and requirements on what is required to settle deceased accounts.

Handle escalated issues and resolving, recommending solutions for client complaints and complex servicing issues for Estate settlements.

Calculate deceased tax information, capital gain/loss values, and adjusted cost base as required.

Process settlement of all deceased client IGM accounts which includes redemptions, transfers, account, manual collection of fees and tax adjustments.

Processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines

Qualifications

Minimum 1 -2 years' experience in an investment or financial services environment.

Excellent oral and written communication skills in both English & French

Mutual Fund and Financial Industry knowledge and experience is an asset

Exceptional telephone handling skills and strong customer service focus.

Well-developed knowledge of Investors Group products and services.

Experience with TreX, and RBroker operating systems and some knowledge of DCA and SAS.

Tax knowledge would be an asset

Strong PC skills working with all Microsoft applications; Outlook, Excel, Word and Teams.

Proven analytical, problem solving and decision-making skills

Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment

Ability to multi-task and adapt to frequently changing priorities

Strong organizational, Interpersonal, and time-management skills

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

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

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 31, 2022.

#LI-Hybrid