Requisition ID 14090 -Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2)Location: WinnipegIGM 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 clarityand are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.DEPARTMENT SUMMARYThe 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 SUMMARYWe 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 INCLUDEDeliver 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.QUALIFICATIONSMinimum 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 of situations.Highly detail‑oriented with a strong focus on accuracy and the ability to perform effectively in a deadline‑driven environment.Ability to manage multiple priorities and adapt to changing demands demonstrating a growth mindset.Strong organizational, interpersonal, and time‑management skills.Bilingualism in French is an asset.WE OFFERHybrid and remote work flexibilityThree weeks of vacation,



plus up to 10 paid personal/wellness days annuallyA customizable health benefits plan tailored to individual needsDefined contribution pension plan and employee share purchase programA comprehensive health and wellness program supporting physical, mental, social, and financial well‑beingPaid volunteer time (up to 2 days per year) to support community involvementSupportive leadership focused on coaching, growth, and development opportunitiesA collaborative and agile workplace that encourages learning and teamworkA culture that recognizes and celebrates achievements and milestonesCasual dress policyFinancial support for industry‑related courses and professional certificationsAccess to telemedicine servicesThe expected annual base salary range for this role is $47,000-$60,500, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short‑term incentive, health and well‑being benefits, retirement and savings plan, paid time off and career development.COMPETITIVE COMPENSATION & RECOGNITIONCompetitive base salary, performance‑weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.EMPLOYEE BENEFITS & INSURANCECompetitive health and dental coverage, flexible plan for you and your family and short‑term & long‑term disability plans.RETIREMENT SAVINGS PROGRAMSVoluntary Defined Contribution Pension Plan.INCLUSIVE CULTURE AND DIVERSITYLiving our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups. BRG communities are volunteer employee‑led groups formed around a common interest, identity, or background.IGM 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.IG 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.#J-18808-Ljbffr

📌 Associate Estate Settlements - C$47,000 - C$60,500 A Year (Winnipeg)
🏢 IGM Financial
📍 Winnipeg