Associate Estate Settlements

Requisition  
-Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2)

Location:

Winnipeg

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.

DEPARTMENT SUMMARY
The Estates team in Wealth Management delivers critical administrative and servicing support to Advisors, Clients, assistants, Specialists and other internal partners and external contacts on business matters and products relating to a deceased IGM client.

POSITION SUMMARY
We are seeking a dedicated and collaborative team player who thrives in a fast‑paced, multi‑system environment and is committed to delivering exceptional client experience. The Estate Associate serves as a single point of contact for both internal and external clients, providing timely, accurate, and professional support through phone, email, and written correspondence regarding deceased IGM clients. This role involves managing a range of estate‑related activities, including handling client notifications, processing requests, completing account valuations (including capital gains and losses), understanding and communicating tax reporting requirements, and providing guidance on policies and procedures.

The ideal candidate demonstrates strong attention to detail, sound judgment, and a consistent commitment to quality, along with a genuine desire to support clients and ensure a positive experience in all interactions.

DUTIES INCLUDE

Deliver a seamless client experience by responding to inbound phone calls and email inquiries from consultants, clients, and other institutions, always prioritizing the client’s best interests.

Ensure consistent, reliable, and transparent service by handling inquiries with professionalism, finding appropriate solutions to client issues, and meeting established quality standards.

Add value through strong knowledge of policies, procedures, and systems, while proactively communicating updates and improvements to business processes.

Contribute to individual and team development by participating in meetings, applying call quality feedback, supporting training initiatives, and sharing insights on business needs and service enhancements.

Champion transformation efforts by supporting modernization initiatives, embracing new tools and processes, and encouraging adoption across teams, consultants, and clients.

Support operational excellence through involvement in continuous improvement initiatives, special projects, and departmental assignments.

QUALIFICATIONS

Minimum of 1–2 years of experience in the investment or financial services industry.

Strong verbal and written communication skills.

Knowledge of mutual funds and the financial industry is considered an asset.

Excellent telephone etiquette with a strong client‑focused, customer service mindset.

Knowledge of estate tax is an asset.

Proficient in Microsoft Office applications, including Outlook, Excel, Word, and Teams.

Demonstrated analytical thinking, problem‑solving, and sound decision‑making abilities across a variety…