Coordinator - External Transfer In

The Opportunity :

The External Transfer In group at IG Wealth Management is looking for two Coordinators to join our team. Process Management and Administration provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.

As a Coordinator, you will have the opportunity to do your best work by :

Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management’s policies, procedures, and compliance guidelines.

Creating effortless experiences for our clients .Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.

Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

To be successful in this role, you will have :

Financial industry experience : 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, and RBroker operating systems.

Relationship management : Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company both in person and in a virtual environment. Must be highly engaged, displaying a professional attitude, with strong customer orientation.

Results oriented mindset : Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.

Strategic thinker : Ability to problem solve and make decisions considering regulatory environments.

Communication : Bilingual in English & French. Strong written and oral communication skills in both languages.

Planning and Organization : Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.

Education : Post-secondary education in Business Administration and / or related field. Industry-related courses, such as CSC and IFC an asset but not required.

Availability : Candidates must be available to work a shift between 7 : 00 AM – 8 : 00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends.