Job Description

Division: IGM-CSO
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.
DEPARTMENT SUMMARY: The Entitlements Team is responsible for the efficient and timely processing of income
transactions to clients' accounts. Specific functions of the team include: Processing of stock & cash distributions,
Dividend Reinvestments (DRIP), GIC's, and Bond Interest & Maturities. The department supports other lines of business
including the Trade Desk and Consultants for positions held under both the IGSI and IGFS dealer platforms.
POSITION SUMMARY: The Entitlements Coordinator will be responsible for daily processing of key business transactions
related to various Entitlement events considering tax implications, and trading activity. The Coordinator will reconcile
payments utilizing automated reports and conduct research to resolve any discrepancies. The position requires an ability
to perform in a time sensitive environment and deal with fluctuating work volumes with attention to detail.
DUTIES INCLUDE:

• Payment processing:

• Timely and accurate processing of cash and stock distributions for equities
• DRIP processing including calculation of total client elections
• GIC Maturities and Interest
• Fixed Income Maturities and Interest
• Generation of reports for balancing and reconciliation purposes
• Ensuring accurate tax treatment
• Escalation of issues to Manager of Corp. Actions & Entitlements as required
• Daily Reconciliation of cash and share positions in general ledger and control accounts. Ensure breaks are cleared in accordance with documented timelines in policies and procedures

• Understanding of downstream internal/external client service chain impacts
• Provide support to Trade Desk and Consultants by responding to inquiries through email or telephone

QUALIFICATIONS:

• Strong analytical & problem solving skills, with a minimum of 2 years processing experience in the financial services industry
• Ability to manage tight deadlines, changing priorities and work volumes
• Excellent written and verbal communication skills
• Ability to work independently and in a team setting
• Strong organizational skills with attention to detail
• Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook
• Excellent client service skills and ability to work effectively with other team members

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
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
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Skills Required