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Added 1 hour ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 2 hours ago
H
Architecture Principal – Education, Science and Sport
HDR
Toronto, ON
- Full-time
…group, responsible for driving excellence in project delivery, client engagement, business development and market growth across the Education, Science and Sports sector. This role requires…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 2 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 3 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 3 hours ago
CT
Retail Advisor - Part Time
Clutch Technologies Inc.
Halifax, NS
- Part-time
As a Part-Time Retail Advisor (Inbound Field Specialist), you may be the only Clutch team member a customer ever meets in person. Our entire car-buying and selling journey happens online -…
Added 3 hours ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
…excellent technical and project management skills who builds strong client relationships, you will thrive in our fast-paced and agile…
Added 3 hours ago
BF
Health Safety Environment Coordinator
BAUER Foundations Canada Inc.
Richmond, BC
- $35 to $45 CAD / hour
- Contract
Develop good working relationships with the client and ensure that the values held by client are communicated to all BFCA staff on site;
Added 3 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 3 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 4 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Prepare client presentations with guidance from the financial advisor assistants;
Added 5 hours ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…
Added 6 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
…You will lead discovery, form the point of view on where a client stands and where they need to be, and shape the roadmap that gets them there. You follow developments in AI and digital…
Added 6 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
This is transformation work, and you will be accountable for it. You will lead engagements end to end, own the client relationship day to day, set the strategic direction of the work, and…
Added 8 hours ago
TO
Manager, HIS & Clinical Solutions
The Ottawa Hospital
Ottawa, ON
- Full-time
The Manager serves as a key advisor to the Director, Atlas Alliance Fusion Operations and Informatics to manage and ensure the successful deployment, implementation, and maintenance of the…
Added 9 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
OT
Consultant
Open Text Corporation
Richmond Hill, ON
- Other
…excellence, and revenue realization while delivering an exceptional client…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
PC
Resourcing and Deployment Manager, Deals
PwC Canada
Toronto, ON
- Full-time
Strategically plan and oversee the allocation of Client Service Staff (CSS) to ensure; alignment with firm’s strategic priorities, achievement of business metrics, and resolving unassigned…
Added 11 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Added 11 hours ago
JH
Director, Total Rewards
JUST HR
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
JUST HR has been engaged to recruit a Director of Total Rewards for our publicly traded global client. We are seeking an exceptional leader to join the Human Resources Leadership team. This…
Added 12 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 12 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.

IG Wealth Management

Senior Specialist Process Management and Administration

MB, Canada
Manitoba, 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 intranet 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 a relevant post-secondary business degree or diploma, strong communication, analytical, organizational, collaboration, and process-improvement skills, and proficiency in Microsoft Office; Salesforce, Rbroker, project management experience, and bilingualism are assets, with French and English required for the Quebec position.

Skills

Training Facilitation
Instructional Design
Knowledge Management
Process Management
Policy and Procedure Guidance
Complex Inquiry Resolution
Escalation Management
Regulatory Compliance
Risk Assessment
Process Improvement
Project Management
Cross-Functional Collaboration
Customer Service
Analytical Problem-Solving
Relationship Management
Microsoft Office

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
Policies and Procedures
Regulatory Obligations
Operational Excellence
Complex Inquiries
Escalation Management
Intranet
SIERRA
Adv+
Cross-Functional Initiatives
Continuous Improvement
Risk Assessment
Bank Wire Approvals
Mutual Funds
Investment Dealer Accounts
Estates
Mortgage
Banking
Insurance
Salesforce
Rbroker
Microsoft Office Suite
Client Service

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