Coordinator, Client Account Management & Specialized

Career Opportunities:
Coordinator, Client Account Management & Specialized Support (14105)

Requisition  
14105 – Posted – Location (3) –
Canada – Province of Job Posting (3) – Career Site (2)

Location: Toronto, Montreal, Winnipeg, Remote (ONLY if you reside outside of the campus city)

The Client Account Management & Specialized Support Team is responsible for the accurate and responsive execution of transactions and events associated with client accounts. We provide service and support to the Consultant Network and business partners on all administrative aspects of a client’s account, processing client requests to deliver a client‑centered holistic experience.

This role delivers administrative and servicing support across multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI. You will support IGM clients, Consultant Network, Planning Specialists, Regional Offices and other areas.

• Providing high‑quality service to external and internal customers. Perform account set up, management and servicing activities for client accounts in English and French. Interpret and analyze documentation for the input and processing of a variety of registered and non‑registered investment products, ensuring completion per IG Wealth Management policies and compliance guidelines.
• Creating effortless experiences for our clients by supporting internal departments and external clients for all client requests. Apply business knowledge with a client‑focused approach.
• Finding opportunities for change and optimization by collaborating with internal business partners to continuously improve business processes.

• Financial industry experience: 1–2 years of financial industry experience and a passion for creating outstanding customer experiences. Familiarity with back‑office data processes and procedures.
• Relationship management: Ability to build and maintain strong working relationships with teams, peers and business partners throughout the company. Highly engaged, professional, strong customer orientation.
• Results‑oriented attitude: Meticulous, strong decision‑making and problem‑solving skills. Passion for self‑development and learning.
• Strategic thinker: Ability to solve problems and make decisions considering regulatory environments.
• Communication: Excellent written and oral communication skills. Bilingual in English & French is an asset.
• Planning and Organization: Ability to work in a fast‑paced environment with strong organizational and time‑management skills. Capable of multitasking and adapting to frequent priority changes.
• Education: Post‑secondary education in Business Administration and/or related field. Industry‑related courses such as CSC and IFC are an asset but not required.
• Availability: Flexible shift work; hours of operation are 6:00 AM to 11:30 PM CST Monday to Friday, with overtime on weekdays and weekends.

The expected annual base salary range is $45,500 – $61,500, determined by skills, knowledge, experience and geographic location. Eligible for annual short‑term incentive, health and well‑being benefits, retirement and savings plan, paid time off and career development.

Competitive base salary, performance‑weighted bonus, education/career support, participation on the Employee Share Purchase Plan with employer matching.

Health and dental coverage, flexible family plans, and short‑term & long‑term disability.

Voluntary Defined Contribution Pension Plan.

We welcome applicants from all qualified candidates representing the diversity across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, 2

SLGBTQIA+ community, gender diverse and neurodiverse individuals.

IGM is an accessible employer committed to a barrier‑free recruitment experience. Accommodations and alternate formats are available during recruitment.