Job Description

Location: Winnipeg

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.

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 working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

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:

Wealth Operations delivers support to clients, Consultants, Assistants, Investors Group Specialists and others on administrative matters and products, such as mutual funds, other IGFS, IGFS (Nominee) and IGSI investments, mortgage loans, etc.

Position Summary:

This position is responsible for client Transfers out to other institutions. \xe2\x80\x8bAn external transfer-out is the movement of client assets, cash and/or securities, from IG Wealth Management to another financial institution. This position requires efficient processing of requests submitted mainly via fax and then ingested into Trex.

Responsibilities:

Completing sells or in-kind transfers to other institutions

Ensuring procedures and regulations are met for every out -going account. Reviewing and ensuring all transfer requirements have been met prior to submitting the transfer to the relinquishing institution via NON-Aton process.

Using previous experience, knowledge and available resources to meet the position\'s productivity and quality objectives, in keeping with service level agreements

Performing additional tasks to help achieve department objectives



Requirements:

2 to 4 years of experience in financial products or services

Knowledge of Rbroker, Trex and systems an asset

Proficiency with Microsoft software

Excellent verbal and written communications skills

Excellent data processing and multi-tasking skills

Able to manage tight deadlines, changing priorities and variable workloads

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

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 August 30, 2023.

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IG Wealth Management