12 Oct
|
IG Wealth Management
|
Manitoba
12 Oct
IG Wealth Management
Manitoba
Responsibilities: Product Support & Inquiry Management Manage advisor and sales support mailboxes, triaging and coordinating timely responses to product-related inquiries.
Escalate complex or sensitive inquiries to appropriate leaders or subject matter experts and track through to resolution.
Maintain accurate response templates, FAQs, reference materials and approved product information.
Track inquiry trends, volumes and knowledge gaps to support service improvements and team insights.
Reporting, Communications & Product Administration Maintain product information, inventories, reports, dashboards and shared content repositories.
Support collection, validation and reconciliation of product-related data from internal and external sources.
Coordinate updates to product materials and support preparation of advisor- and sales-facing communications, presentations and education resources.
Conduct basic industry and competitor research and maintain product comparison resources.
Monitor relevant market and product developments and share insights with Managers and Senior Managers.
Provide research, coordination and administrative support for product initiatives and ad hoc assessments.
Required Qualifications: Undergraduate degree in Business, Commerce, Finance, Economics or related field 1-3 years of experience in financial services, wealth management, asset management, investment products, operations or a related field. CSC completed or willingness to complete.
Strong service orientation, organization, attention to detail and written communication.
Ability to manage multiple priorities and coordinate responses across stakeholders.
Proficiency in Microsoft Excel, Power
Point,
Word and Outlook.
Foundational understanding of mutual funds, ETFs and managed solutions.
Preferred Qualifications: Finance specialization Experience supporting product teams CFA Level I, II or III candidate Experience with Morningstar Direct, Bloomberg, Salesforce or similar tools.
Broader familiarity with portfolio construction and investment strategies.
The expected annual base salary range for this role is $50,500 - $72,500, 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.
Benefits: COMPETITIVE COMPENSATION & RECOGNITION : competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. EMPLOYEE PERKS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans. RETIREMENT SAVINGS PROGRAMS : voluntary Defined Contribution Pension Plan WORK LIFE BALANCE : paid volunteer days, competitive time off, including 10 wellness days off, Work
Perks 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 (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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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; all hiring decisions are made by people.
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
📌 Product Specialist, Investment Products - Winnipeg, Toronto (Manitoba)
🏢 IG Wealth Management
📍 Manitoba