Bilingual Service Specialist IG Wealth Connect

Division: IG Sales & Distribution Location: Winnipeg, Montreal, Toronto, Alberta, British Columbia, New Brunswick, Newfoundland & Labrador, Nova Scotia, Prince Edward Island

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.

IG Wealth Connect is a strategic area within Financial Services Distribution. The IG Wealth Connect is responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally.

The Service Specialist will provide continual support to IG Wealth Connect Advisors and clients by providing enhanced administrative support, demonstrating strong customer and relationship management skills and acting as first point of operational support for both financial and non-financial transactions. They will identify solutions and make appropriate decisions that result in producing high quality work. Working in a fast-paced environment, their main responsibility is to handle all supporting paperwork, inquiries and problems accurately, professionally and effectively through acquired product knowledge of the corporate policies and procedures.

• Client servicing and administration – guide and offer support to Advisors through administration related to orders and answer account inquiries and business submission methods. Activities include updating account information, processing non-financial requests, quality control, responding to service requests, communicating with customers, follow up, and adjustments.
• Communicates regularly with IG Wealth Connect clients to resolve issues, answer questions, and strengthen the client relationship and experience.
• Constantly adapting to new priorities by remaining nimble and agile in a fast-paced work environment and having a growth mindset in the face of challenges.
• Receive and respond to incoming contacts via e-mail, phone, web and fax from Advisors clients, other business units.
• Determine the best course of action and ensure completion of action has met established standards.
• Take independent action to research escalated situations, offer alternatives and solutions, and provide feedback to Advisors and/or process improvements that will maximize the administrative process.
• Communicate with other business units to ensure client inquiries and concerns are resolved in a timely manner and act as liaison between related business units.
• Maintain knowledge of basic policy and procedure in the following areas: IGFS, IGSI, IIROC, IGFS Nominee, Mortgage, and AFP.
• Manage escalations – review each issue with consideration, collaboration with other business unit, initiate appropriate action to be taken to resolve the issue in a timely efficient manner.

• Minimum 2 plus years in a diverse customer service focused role, with front line client service and working with mutual funds/other investments experience.
• Post‑secondary degree/diploma in a business discipline with relevant securities or…