We’re IG Wealth Management – a Canadian leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
Our vision: We inspire financial confidence.
At IG Wealth Management we believe:
Our success starts with the success of our clients
In achieving excellence in all we do, and anything worth doing is worth doing extraordinarily well
Only through teamwork can we realize our greatest potential
We can never be satisfied with the status quo and that every day we should be focused on creating more value
In the power of advice to change lives for the better
It is our mission to make a difference in the world and the lives of others
If you share our vision and values, we’d like to hear from you.
DEPARTMENT SUMMARY: Client Services 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 account activities, including interpreting, analyzing and updating the accounts by performing complex financial and non-financial transactions. This position requires efficient processing of requests submitted mainly via all our operational platforms.
Completing simple and complex transactions in client accounts
Ensuring telephone follow up of transfers-in
Analyzing complex files and proposing solutions
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
2 to 4 years of experience in financial products or services
Post-secondary diploma in business administration or any related discipline
Knowledge of DCA, SAS and AdvisorAccess systems an asset
Proficiency with Microsoft software
Excellent verbal and written communications skills in both English and French
Excellent data processing and multi-tasking skills
Able to manage tight deadlines, changing priorities and variable workloads
Please apply by July 13th, 2020 . For technical difficulties when applying