Division: IG Insurance Mortgage & Banking 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! The Director, Operational Excellence, leads process excellence, business analysis, testing, implementation assurance, and continuous improvement across the mortgage and lending business. The role translates strategic priorities into clear business requirements, practical operating solutions, and sustainable changes that improve efficiency, quality, scalability, and advisor and client experiences.

The role collaborates closely with leaders accountable for delivery, partnership management, governance, controls, and service-level performance, providing process expertise, business analysis, testing, readiness, implementation assurance, and continuous-improvement support.

Operational Excellence & Continuous Improvement: Lead end-to-end process reviews, process redesign, workflow optimization, and continuous improvement initiatives. Develop practical, scalable recommendations that improve service quality, efficiency, consistency, and operational capacity. Establish process measures and improvement tracking to demonstrate outcomes and sustain gains.

Business

Analysis &

Requirements Lead business analysis, requirements gathering, process mapping, and solution-validation activities. Translate business needs into clear business requirements, functional specifications, process documentation, acceptance criteria, and decision materials. Assess operational impacts, dependencies, risks,



and readiness considerations associated with proposed business and technology changes. Facilitate alignment among business, technology, operations, risk, compliance, product, pricing, delivery, and partnership-management stakeholders. Testing & Implementation Assurance Develop test strategies, test plans, business scenarios, test scripts, acceptance criteria, and requirements-to-test traceability. Lead business UAT activities, including test execution, defect triage, business acceptance, and sign-off support. Conduct production-readiness reviews, implementation validation, and post-implementation assessments. Provide implementation assurance that delivered solutions meet agreed business requirements and operational needs. Provide accountable delivery leaders with business analysis, process design, testing, implementation-assurance, and decision-support expertise. Identify operational risks and dependencies and support issue resolution and business readiness for implementation. Support organizational readiness, communications, training, adoption, stabilization, and transition to business-as-usual operations. Provide process analysis, root-cause assessment, requirements, and improvement recommendations to teams accountable for partnership management, governance, controls, and SLA performance. Contribute operational insights and supporting analysis to service reviews, issue resolution, remediation planning, and continuous improvement activities led by the accountable function. Collaborate across business functions and with external partners as needed to understand operational issues and support implementation of agreed improvements. Support partner relationships, governance activities, controls, and service-level management without holding primary ownership of those functions. an MBA or relevant master’s degree is preferred. ~ Experience within financial services, wealth management, lending, mortgages, or banking environments. ~10+ years of experience in operational excellence, business transformation, process improvement, business analysis, project or program support, or business operations, including work on complex cross-functional initiatives.



~ Demonstrated expertise in process redesign, business analysis, requirements development, testing, UAT, implementation assurance, continuous improvement, stakeholder facilitation, and executive communications. ~ Understanding Agile, waterfall, and hybrid project delivery methodologies. ~ Experience developing business requirements, process maps, testing strategies, test plans, business test scenarios, and acceptance criteria, as well as leading UAT execution. ~ Experience supporting technology implementations, business transformations, and operating model redesign. ~ Lean Six Sigma, CBAP, PMP, Agile, or similar certification. Knowledge of financial services regulations and experience in mortgage and lending, enterprise transformation, process automation, and AI enablement. occasional travel may be required. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being advantages, retirement and savings plan, paid time off and career development.

COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short‑term… RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan INCLUSIVE CULTURE AND DIVERSITY: living 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). 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.

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.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process;

📌 Director, Operational Excellence - Winnipeg, Toronto
🏢 IG Wealth Management
📍 Winnipeg