Coordinator, Region Office Operations BC

Location:

Kelowna, BC
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.

Division:
Sales and Distribution

Location:

Kelowna, BC
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 Coordinator, Region Office Operations serves as the primary point of contact, delivering services to both internal and external clients of IG Wealth Management. This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility support tasks.

Responsibilities

Reception Duties:
Welcoming clients and office members, managing incoming calls, and overseeing supply inventory.

Mail and Courier Management:
Handling receipt, preparation, and distribution of mail and couriers.

Meeting Room and Facilities Support:
Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facilities reviews.

Advisor Network Support:
Providing guidance on policies, procedures, and resources, including training on digital tools.

Onboarding and Training:
Assisting with onboarding new members, system training, form information, office procedures, escalation support, and general inquiries.

Administrative Support:
Offering additional administrative assistance to the Manager, Region Office Operations as needed.

If you are a proactive individual with excellent communication skills and a knack for multitasking, we would love to hear from you!

Qualifications

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

Post-secondary education in a business discipline is an asset

Demonstrated strengths in:

Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients

Accountability - Results oriented, takes ownership and delivers on commitments

Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

Critical Thinking – ability to effectively problem solve and communicate solutions

Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

Ability to organize and prioritize multiple tasks with discretion under tight deadlines

Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support

Agile learner with a desire for continuous improvement and development is an asset

The expected annual base salary range for this role is $47,500 - $61,500, 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…