24 Oct
|
IGM Financial
|
Winnipeg
24 Oct
IGM Financial
Winnipeg
Location: Saskatchewan North (Saskatoon). IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December . It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Responsibilities
Provide confidential senior‑level administrative support services to the Regional Vice President, including:
Maintaining appointment schedules and coordinating meetings (in person or virtual)
Managing the RVP’s email inbox and completing tasks on their behalf
Proactively monitoring the calendar
Providing status reports on projects and preparing meeting packages, agendas, action lists, and minutes as required
Supporting technology adoption and preparing correspondence, reports, and presentations
Coordinating travel arrangements and preparing expense reports
Provide sales, process, marketing, and administrative support to the RVP and the entire region.
Offer technology support related to BYOD, Help Desk escalations, and general inquiries.
Support business development and marketing activities and strategies as required.
Assist with the execution of region client acquisition events (both virtual and in person).
Facilitate and follow up on PWPE cases by pulling documentation, completing intake forms, and ensuring timely case completion.
Develop a robust working knowledge of Advisor Portal and run reports related to Consultant and region activity (e.G., BID reports, Client Acquisition, Unbundled Progress, LPP Progress).
Lead the National Service Centre strategy in the region, coordinating submissions to Head Office and helping clients transition to the NSC.
Collaborate with all levels of regional leadership, employees, and Consultants across multiple locations.
Support region office operations, including workspace setup, equipment requirements, facility management, reception duties, special projects, events, and budget/finances.
Support the RVP in establishing a respectful workplace, promoting diversity and inclusion, community involvement, building a compliance culture, and ensuring adherence to corporate policies.
Qualifications
Business Administration Diploma or other relevant postsecondary degree, or equivalent experience, plus a minimum of 5 years of administrative experience preferably in sales or financial services.
Effective communication skills, both verbal and written, with excellent interpersonal skills for interacting with all organizational levels and clientele.
Service‑oriented with strong relationship‑management skills.
Ability to work independently and as part of a team.
Experience handling confidential information in a tactful and professional manner.
Exceptional technology skills and digital savvy;
able to support adigital environment using document management and team collaboration tools.
Proficient with MS Office (Word, Outlook, PowerPoint, Teams) at an advanced level;
intermediate Excel;
advanced PowerPoint with infographics.
Flexible and able to perform in a fast‑paced, changing environment.
Outstanding organizational, planning, prioritization, and multitasking skills for managing multiple projects simultaneously.
Exceptional attention to detail.
Proficient with AI tools, including Co‑Pilot and Gemini.
Salary & BenefitsThe expected annual base salary range for this role is $55,000 – $69,000, based on skills, knowledge, experience, and geographic location. In addition to base salary, this role is eligible for annual short‑term incentive, health and well‑being benefits, a retirement and savings plan, paid time off, and career development opportunities.
Competitive base salary and performance‑weighted bonus.
Education and career support, including the option to join the Employee Share Purchase Plan with employer matching.
Competitive health and dental coverage with flexible plans for employees and families.
Short‑term and long‑term disability plans.
Voluntary Defined Contribution Pension Plan.
Paid volunteer days, 10 wellness days, WorkPerks discount program, hybrid and flexible work arrangements.
Inclusive culture and diversity initiatives supporting community engagement and belonging.
IGM is a diverse workplace committed to doing business inclusively. We encourage applications from candidates representing the diversity present across Canada, including racialized persons, women, Indigenous persons, people with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of ideas.
📌 Senior Administrative Assistant (Winnipeg)
🏢 IGM Financial
📍 Winnipeg