Coordinator, Advisor Experience Enablement – IG Wealth Management

Title of the Job: Coordinator, Advisor Experience Enablement

Location: Winnipeg, MB

Job Description: Division: IG Client ExperienceLocation: WinnipegIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.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. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.Position:This position provides operational and administrative support to the Advisor and Client Experience division. They play a crucial role in supporting the area through the coordination and implementation of communications, mailbox management and the maintenance of forms and records and are responsible for all form and template development and the implementation of them. The incumbent will also be responsible for the responding to and forwarding emails and messages to the appropriate individual to action. This position and the Coordinator, Advisor Recruitment Experience, will both be cross trained and serve as back for one another.Responsibilities:Provide administrative support for Advisor Experience teams (invoices, expenses, organization of meetings and events)Coordinate communications through working with area leads to receive content for field and corporate updatesResponsible for form and template development and the implementation utilizing Adobe and DocuSignCollect, manage and share best practices to support the advisor experienceAssist with the management of the Field Network Administration mailbox, completes/actions tasks, responds to inquiries and requests, forwards emails for further action by team membersCreates and maintains a FAQ document within the appropriate programs in the OneNote procedures based on requests and questions receivedProvides support and acts as a resource for specific assignments or work overflowSupports areas with technology and access requests, equipment requirements, facility management and workspacesSupports establishing a respectful workplace, promoting and fostering an environment for inclusive cultureProvides back up to the Coordinator, Advisor Recruitment ExperienceRequirements:Completion of a post-secondary education program focusing on general business and/or office administrationMinimum 2 – 4 years’ experience providing support and coordination of administrative duties in the financial services industry or comparable office settingExceptional service orientation and strong relationship management skillsEffective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organizationStrong affiliation to drive for results and exceed goals and objectivesDemonstrated ability in all MS Office suite products, Adobe Acrobat Pro, PDF fillable forms and DocuSignStrong technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc.Attention to detail and ability to manage in a faced paced, changing environment while managing multiple prioritiesAbility to work independently and as part of a great teamBilingualism (English/French) is an assetPlease visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by October 24, 2024.#LI-KN1#LI-Hybrid

Company Name: IG Wealth Management

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