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Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
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Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Process Management and Administration (PM&A) Support Specialist plays a key role in supporting all PM&A departments by providing expert guidance on policies, procedures, technical systems,…

IG Wealth Management

Senior Specialist Process Management and Administration

ON, Canada
Ontario, Canada, Canada

The expected annual base salary range for this role is $47,000 - $67,500, which is determined based on skills, knowledge and experience and geographic location. · Full-time

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Job details

Pay: The expected annual base salary range for this role is $47,000 - $67,500, which is determined based on skills, knowledge and experience and geographic location.
Job type: Full-time
Apply by: Nov 29, 2026
Experience: Minimum 4 to 7 years’ experience within a client service/business operations environment.
Posting language: English
Posted: Oct 30, 2026

Original job description

Division:  IGM Wealth Mgmt Ops & Contact Centres

Location:  Toronto, Winnipeg, Montreal

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.

Department Summary

Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.

Position Summary

Process Management and Administration (PM&A) Support Specialist plays a key role in supporting all PM&A departments by providing expert guidance on policies, procedures, technical systems, and regulatory obligations. This role is central to the facilitation of training programs, knowledge management, and process oversight ensuring consistency and operational excellence across the PM&A group. The Specialists act as primary resource for complex inquiries and escalations, offering support to PM&A departments and collaborating with Senior Leadership across various business partners. Areas of expertise may include but are not limited to any combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and Insurance. Responsible for the review of all communications and procedural updates to ensure that any reputable risk is protected and regulatory obligations are met for PM&A departments nationally.

Duties Included

Leads the facilitation of department-wide training programs for all PM&A teams, with focus on effective instructional design, delivery, and continuous learning. Ensures training materials are relevant, engaging, and aligned with departmental processes and regulatory requirements.
Key support resource for PM&A teams across the country, providing guidance and resolution for complex inquiries, escalations, and operational challenges.
Manages and maintains PM&A departmental content on the intranet sites (SIERRA / Adv+), ensuring documentation is accurate, accessible, and consistently aligned with current processes and standards. Supports overall knowledge management efforts PM&A departments.
Collaborate with business partners on cross-functional initiatives or projects, representing PM&A to ensure their needs, processes and perspectives are accurately reflected.
Contributes to continuous improvement initiatives by identifying opportunities to enhance efficiency and improve the overall effectiveness of PM&A operations.
Ensures alignment with internal policies, system/data requirements, and regulatory obligations, maintaining high standards of compliance and operational integrity.
Oversees the management of departmental reports and specialty processes requiring elevated scrutiny, such as bank wire approvals, ensuring thorough risk assessment, documentation accuracy, and adherence to compliance standards

Qualifications

Minimum 4 to 7 years’ experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and systems expertise.
Experience in Region Office Operations and/or CSO is highly valuable.
Strong problem solving/analytical and decision-making skills.
Strong customer service orientation with excellent interpersonal and communication skills, both written and verbal. Ability to communicate with all levels of management.
Exceptional organizational and time management skills. Ability to manage multiple priorities and deliver under tight deadlines.
Strong relationship management skills and the collaboration skills. Ability to represent PM&A departments in cross-functional initiatives.
Strong initiative and creativity in identifying process improvements and developing innovative solutions.
Bilingual is an asset
Project Management experience is an asset
Proficiency in Corporate platforms to include Salesforce & Rbroker an asset
Proficient in Microsoft Office Suite.
Post secondary degree/diploma in a relevant business discipline.

As this position is posted in Montréal and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

The expected annual base salary range for this role is $47,000 - $67,500, 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 August 9th 2026.

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More about this job

Responsibilities

Lead training and knowledge-management activities for Process Management and Administration teams, provide guidance on complex inquiries and escalations, and maintain accurate departmental content. Represent the department in cross-functional initiatives, improve operational processes, and oversee sensitive reports and specialty processes while ensuring policy, risk, and regulatory compliance.

Requirements

Requires 4–7 years of experience in client service or business operations across multiple platforms and product lines, with business and systems expertise; Region Office Operations or CSO experience is valuable. Candidates should have strong analytical, communication, organizational, relationship-management, and collaboration skills, proficiency in Microsoft Office, and a post-secondary degree or diploma in a relevant business discipline; bilingualism in French and English is required for Quebec.

Skills

Training Facilitation
Instructional Design
Knowledge Management
Process Management
Problem Solving
Analytical Decision-Making
Customer Service
Written and Verbal Communication
Relationship Management
Cross-Functional Collaboration
Project Management
Process Improvement
Regulatory Compliance
Risk Assessment
Microsoft Office Suite
Salesforce

Benefits

Performance-Weighted Bonus
Education and Career Support
Employee Share Purchase Plan with Employer Matching
Health and Dental Coverage
Short-Term and Long-Term Disability Plans
Paid Volunteer Days
Paid Time Off
Wellness Days
WorkPerks Discount Program
Hybrid and Flexible Work Arrangements

Visa sponsorship

Not detected in the job text

Keywords

Process Management
Administration
Wealth Management
Financial Services
Advisor Network
Training Programs
Instructional Design
Knowledge Management
Operational Excellence
Policies and Procedures
Regulatory Obligations
Compliance
Risk Assessment
Continuous Improvement
Cross-Functional Initiatives
Salesforce
Rbroker
Microsoft Office Suite
SIERRA
Adv+
Mutual Funds
Investment Dealer Accounts
Estates
Mortgage
Banking
Insurance
Bank Wire Approvals

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