Senior Administrative Assistant SK

Location:
Saskatchewan North (Saskatoon)

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 & Distribution

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.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares.

• Provides confidential senior level administrative support services to the Regional Vice President
  • Maintains appointment schedules and coordinates meetings (in person or virtual)
  • Manages email inbox and completes/actions tasks on RVP’s behalf
  • Proactively monitors calendar
  • Providing support and acting as a resource on assignments
  • Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation
  • Support and management of technology adoption
  • Prepares correspondence, reports and presentations
  • Co-ordinating travel arrangements and preparing expense reports
• Provide sales, process, marketing, and administrative support to the RVP and the entire region
• Provides technology support related to Bring Your Own Device (BYOD);
  Help Desk escalations; general inquiries
• Supports business development and marketing activities and strategies as required
• Helps the execution of region client acquisition events (both virtual and in person)
• Facilitating and follow up on Private Wealth Planning Experience (PWPE) cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner
• Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity
• Leads our National Service Centre strategy in the region by meeting with Consultants one on one to collect names; coordinate a single submission to Head Office, communicate steps to impacted parties and help to move clients over to the National Service Centre (NSC)
• Supports and collaborates with all levels of regional leadership (RVP, Division Managers), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations
• Region Office support including:
  • Collaboration with Region Operations team to set up work spaces and equipment requirements and facility management
  • Provides back up to region office reception duties as needed
  • Coordinates and helps to organize special projects and region meetings and events
  • Managing region budget/finances
  • Supports RVP in:
    • establishing a respectful workplace and promoting/creating a diverse and inclusive culture
    • Community support and involvement
    • Building a strong compliance culture
    • Ensuring adherence to corporate policies