Overview

Division: IG Sales & Distribution

Location: Québec-Terrebonne

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 business model, IG Wealth Management operates as part of a multi-brand, multi-channel distribution strategy. IG Wealth Management has grown to be a leading organization with a focus on delivering the best advice, experience and outcomes for clients. The company emphasizes a hybrid work environment where applicable and supports employees with resources for physical and mental wellness.

IG Wealth Management is committed to diversity and inclusivity in the workplace and encourages applications from all qualified candidates including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, and others who contribute to the diversification of ideas.

Role

The Regional Vice President is seeking a Senior Administrative Assistant. This role supports the Regional Vice President as an extension of the Distribution Leadership team, providing strategic direction on operations and management of the local IG Wealth Management Region Office. The Regional Vice President is responsible for long-term growth, productivity, and sales results in the region, through client acquisition and retention of top Consultant talent, and for fostering an inclusive, diverse,



and solid compliance culture within the region.

Responsibilities

- Provides confidential senior-level administrative support to the Regional Vice-President.
- Maintains appointment schedules and coordinates meetings (in person or virtual).
- Manages email inbox and completes/actions tasks on the RVP’s behalf.
- Proactively monitors the calendar and provides status reports on projects; prepares meeting packages, agendas, action lists, and minutes as required.
- Provides support and acts as a resource on assignments; coordinates travel arrangements and prepares expense reports.
- Prepares correspondence, reports and presentations; manages documentation and documentation organization.
- Supports technology adoption and provides BYOD-related technology support; Help Desk escalations and general inquiries.
- Supports business development and marketing activities and strategies; assists with region client acquisition events (virtual and in person).
- Facilitates PWPE case intake, schedules reviews/calls, engages stakeholders, and tracks outcomes to completion.
- Develops working knowledge of Advisor Portal and runs reports (e.g., BID reports, Client Acquisition, LPP Progress).
- Collaborates with regional leadership, staff, and Consultants across multiple locations; supports region office operations and facility management.




- Coordinates region projects and events and assists with region budget/finances.
- Supports the Regional VP in promoting a respectful, diverse, and inclusive workplace and in building a strong compliance culture.

Qualifications

- Business Administration Diploma or other postsecondary degree in a related field, or equivalent experience; minimum 5+ years of administrative experience, preferably in sales or financial services.
- Effective communication skills with excellent interpersonal abilities across all organizational levels and clientele.
- Excellent writing skills in French.
- Service-oriented with strong relationship management skills.
- Ability to work independently and as part of a team; able to handle confidential information tactfully.
- Exceptional technology skills and digital savviness; able to support a digital environment and document management and collaboration tools.
- Proficient with MS Office (Word, Outlook, PowerPoint with infographic usage, Teams) at an advanced level; intermediate Excel.
- Flexible and able to perform in a fast-paced, changing environment; strong organizational, planning and prioritization skills; ability to multi-task.
- Bilingualism (French-English) is an asset; knowledge of both languages is required to support clients and team members in/around Quebec.

Please visit the career page:

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, please reach out to the Talent Acquisition team.

Please apply by July 22, 2025.

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📌 Career Opportunities: Senior Administrative Assistant, Terrebonne QC (13596) (Quebec City)
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📍 Quebec City