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IG Wealth Management

Associate Investment Operations Support

MB, Canada
Manitoba, Canada, Canada

Pay: The expected annual base salary range for this role is $45,500 - $55,000, which is determined based on skills, knowledge and experience and geographic location.
Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Sep 21, 2026

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Original job description

Division:  Wealth Management Operations & Enterprise Contact Centre

Location:  Winnipeg

IGM 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 Associate - Operational Data and Analysis position is responsible for researching, solving problems, analyzing, and bringing resolution to sensitive issues relating to products and services available to clients. This involves correcting errors in financial processing, completing various orders, sending out communications, quality control, and reporting. This individual is expected to maintain a high level of accuracy, timeliness, and accountability, and to think beyond executing requests. The position will report to a manager located in Winnipeg.

Duties Include

Review casework, identify root causes, research alternatives, and determine the appropriate courses of action to resolve cases in the best interest of the client and IG Wealth Management Inc.
Monitor, reconcile, and analyze operational data to ensure accuracy, completeness and compliance with regulatory and internal requirements.
Maintain operational procedures, job aids and documentation while supporting ongoing business initiatives, testing and continuous improvement efforts.
Perform operational adjustments, reconciliations and account maintenance activities in accordance with the established procedure and controls.
Identify process improvement opportunities and collaborate with stakeholders to implement solutions that mitigate the risk and enhance operational efficiency.
Support regulatory reporting, audits, risk assessments, and control reviews by providing accurate data analysis and documentation.

Qualifications

Experience working with TreX, SAS, FundServ and SSUI systems is considered an asset.
Proficiency in Microsoft Office applications, particularly Excel, with experience analyzing, reconciling and validating large volumes of data.
Experience with SQL, database queries and Microsoft Excel macros is considered an asset.
Strong analytical and problem-solving skills with the ability to investigate issues, identify root causes and recommend effective solutions.
Strong organizational skills with the ability to manage multiple priorities with accuracy, meet deadlines and adapt to changing business needs.
Excellent written and verbal communication skills with the ability to communicate findings and recommendations clearly to stakeholders.
Knowledge of investment products, registered plans, regulatory reporting, operational controls and reconciliation processes is considered an asset.
Experience using AI-assisted tools (e.g. Microsoft Copilot) and emerging technologies to enhance productivity, streamline operational processes, improve data analysis and support informed decision-making is considered an asset.

Other Job-Related Information: Overtime may be required during peak business. Flexible work hours may be required.

The expected annual base salary range for this role is $45,500 - $55,000, 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 Plan
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 https://www.ig.ca/en/careers

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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

Please apply before October 2 2026.

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More about this job

Responsibilities

The role involves researching and resolving sensitive client issues related to financial products and services while correcting processing errors. Key duties include monitoring operational data, maintaining procedures, and collaborating with stakeholders to implement process improvements.

Requirements

Candidates should be proficient in Microsoft Excel and data validation, with SQL and database query skills considered an asset. Knowledge of investment products, regulatory reporting, and experience with systems like TreX or SAS is preferred.

Skills

Data Analysis
Problem Solving
Microsoft Excel
SQL
Database Queries
Excel Macros
Operational Reconciliation
Root Cause Analysis
Regulatory Reporting
Investment Products Knowledge
Written Communication
Verbal Communication
TreX
SAS
FundServ
SSUI

Benefits

Performance-weighted bonus
Education/career support
Employee Share Purchase Plan with employer matching
Health and dental coverage
Short-term and long-term disability plans
Paid volunteer days
Wellness days off
WorkPerks discount program
Hybrid and flex work arrangements

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Operations
Data Analysis
TreX
SAS
FundServ
SSUI
SQL
Microsoft Excel
Macros
Regulatory Reporting
Operational Controls
Reconciliation
Root Cause Analysis
Microsoft Copilot
AI-assisted tools
Financial Services
Registered Plans
Risk Assessment
Quality Control

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