Executive Assistant to the Regional Vice President

Responsibilities

:

• Provides confidential senior level administrative support services to the Regional Vice President Maintains appointment schedules and coordinates meetings (in person or virtual) Manages email inbox and completes/actions tasks on RVP’s behalf Proactively monitors calendar Providing support and acting as a resource on assignments Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation Support and management of technology adoption Prepares correspondence, reports and presentations. Co-ordinating travel arrangements and preparing expense reports
• Provide sales, process, marketing, and administrative support to the RVP and the entire region
• Provides technology support related to BYOD; Help Desk escalations; general inquiries
• Supports business development and marketing activities and strategies as required
• Helps the execution of region client acquisition events (both virtual and in person)
• Facilitating and follow up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner
• Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)
• Leads our National Service Centre strategy in the region by meeting with Consultants one on one to collect names; coordinate a single submission to Head Office, communicate steps to impacted parties and help to move clients over to the NSC
• Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations.
• Region Office support including: Collaboration with Region Operations team to set up workspaces and equipment requirements and facility management Provides back up to region office reception duties as needed Coordinates and helps to organize special projects and region meetings and events Managing region budget/finances Supports RVP in: establishing a respectful workplace and promoting/creating a diverse and inclusive culture Community support and involvement Building a strong compliance culture Ensuring adherence to corporate policies

Qualifications:

• Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry
• Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
• Service oriented with strong relationship management skills
• Ability to work independently and as part of a great team
• Ability to handle confidential information in a tactful and professional manner
• Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required
• Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
• Flexible and able to perform in a fast paced, changing environment
• Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required

a) Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

The expected annual base salary range for this role is $58,000 - $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 BENEFITS & 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, 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 (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 https://www.ig.ca/en/careers

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; 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.