Location: Calgary, Vancouver, Toronto, Montreal, Moncton, Halifax, CharlottetownIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025, offering financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.DivisionIG Sales & DistributionDepartment SummaryThe IG Wealth Connect is a strategic area within Financial Services Distribution, responsible for managing, servicing and providing financial planning advice to a segment of IG Wealth Management clients nationally.Position SummaryThe Service Specialist will provide continual support to IG Wealth Connect Advisors and clients by providing enhanced administrative support, demonstrating strong customer and relationship management skills, and acting as first point of operational support for both financial and non‑financial transactions. They will identify solutions and make appropriate decisions that result in producing high‑quality work in a fast‑paced workplace.DutiesClient servicing and administration – guide and offer support to Advisors through administration related to orders and answer account inquiries and business submission methods. Activities include updating account information, processing non-financial requests, quality control, responding to service requests, communicating with customers, follow up, and adjustments.Communicate regularly with IG Wealth Connect clients to resolve issues, answer questions,



and strengthen the client relationship and experience.Constantly adapt to new priorities by remaining nimble and agile in a fast‑paced work environment and having a growth mindset in the face of challenges.Receive and respond to incoming contacts via e‑mail, phone, web, and fax from Advisors' clients and other business units.Determine the best course of action and ensure completion of action meets established standards.Take independent action to research escalated situations, offer alternatives and solutions, and provide feedback to Advisors and/or process improvements that will maximize the administrative process.Communicate with other business units to ensure client inquiries and concerns are resolved in a timely manner and act as liaison between related business units.Maintain knowledge of basic policy and procedure in the following areas: IGFS, IGSI, IIROC, IGFS Nominee, Mortgage, and AFP.Manage escalations – review each issue with consideration, collaborate with other business units, and initiate appropriate action to resolve the issue in a timely efficient manner.QualificationsMinimum 2+ years in a diverse customer service focused role,



front line client service and working with mutual funds/other investments.Post‑secondary degree/diploma in a business discipline with relevant securities or financial services courses.Excellent interpersonal and proven client service skills.Well demonstrated written and verbal communication skills.Proficient PC skills including Word, Excel, Access and email.Strong investigative and decision‑making abilities.Bilingual (French/English) written and verbal communication required.Compensation and BenefitsExpected annual base salary range: $47,000 – $67,500, varying by skills, knowledge, experience and geographic location.Competitive base salary, performance‑weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching.Competitive health and dental coverage, flexible plan for you and your family, short‑term & long‑term disability plans.Voluntary Defined Contribution Pension Plan.Paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.Inclusive culture and diversity—living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups.Diversity, Equity, and InclusionIGM is a diverse workplace committed to doing business inclusively—representative workforce, encourages 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.#J-18808-Ljbffr

📌 Service Specialist, Ig Wealth Connect - C$47,000 - C$67,500 A Year (Winnipeg)
🏢 IGM Financial
📍 Winnipeg