Job Description

Division: IG Insurance Mortgage & BankingLocation: Montreal, Winnipeg, TorontoIGM 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 and Mackenzie Investments.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.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team 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: IG Insurance Services is responsible for the delivery of outstanding customer service to both internal and external clients. The Insurance Support team is a key part of IG Insurance Services and acts as the key contact and liaison between Investors Group Consultants, Estate insurance Specialists, and our insurance partners. This department is responsible for delivery of Insurance services program as well as processing insurance applications.POSITION SUMMARY: The Insurance Case Coordinator manages a caseload of new insurance business for Estate and Planning Specialists to ensure that Insurance Services are provided to clients in a timely and effective manner.DUTIES INCLUDE:Acting as the liaison for Consultants, Estate Insurance Specialists underwriters and other insurance company representatives, as well as regional health services providers.Verifying the accuracy of all new insurance applications, taking steps to resolving any inaccuracies.Ensuring all outstanding requirements, such as questionnaires, amendments, and payments, are received and recorded.Maintaining accurate and complete records using Insurance back-office system.Completing weekly follow ups on pending cases, investigation & resolution of any outstanding requirementsProviding information to stakeholders, through written, telephone and email requests.QUALIFICATIONS:Minimum 2 years of experience in wealth management or insurance industry in client facing or support roles.LLQP or equivalent or willing to work towardsExcellent communication, problem solving, and organizational skills are essentialAbility to communicate and work effectively with a diverse group of stakeholdersStrong PC skills, practical experience with Work, Excel and AccessBilingual - French is a requirementKnowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe 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 April 24, 2025.#LI-KN1#LI-Hybrid

IG Wealth Management