Job Specifications
Division: IGM Finance
Location: Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
The Role: As a member of our Finance Leadership Support Team at IGM, you will join a highly collaborative group dedicated to enabling senior executives to deliver strategic and operational excellence. This team thrives in a fast-paced environment, ensuring seamless coordination and execution of critical priorities while championing innovation and efficiency.
In this role, you will work closely with senior leadership and cross-functional partners to manage complex schedules, coordinate high-profile meetings and events, and support governance and reporting processes. You will also play a key role in driving digital transformation initiatives by leveraging tools such as Microsoft Copilot, Planner, and SharePoint to streamline workflows and foster a paperless, tech-forward environment.
Key Responsibilities
Executive Support
Manage complex calendars, prioritize scheduling, and resolve conflicts proactively.
Monitor and triage executive email inboxes to ensure timely responses.
Coordinate executive travel and manage related expenses, including booking accommodations and preparing/reconciling expense reports.
Meeting & Event Coordination
Organize quarterly meetings, town halls, and offsite events in Winnipeg and Toronto.
Prepare agendas, minutes, and presentation materials for executive and team meetings.
Collaborate with multiple departments to ensure timely submission of documentation and reports.
Project & Process Support
Assist with quarterly reporting and governance approval processes.
Support document management, version control, and policy updates.
Champion digital transformation by leveraging tools like Microsoft Copilot, Planner, and SharePoint to track workflows, streamline processes, enhance efficiency, and support a paperless, tech-forward environment.
Communication
Draft professional correspondence, reports, and presentations for internal and external audiences.
Act as a liaison between senior management, administrative teams, and external vendors or contractors.
Confidentiality & Judgment
Handle sensitive information and critical matters with discretion and sound judgment.
Qualifications
Minimum 3+ years of experience providing executive-level administrative support.
Post-secondary education in business or office administration (preferred).
Experience in financial or corporate environments considered an asset.
Exceptional written and verbal communication skills.
High integrity, professionalism, and ability to work independently with minimal supervision.
Preferred Qualifications
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word).
Skilled in digital collaboration tools (Planner, SharePoint, Concur).
Strong organizational and time management capabilities with attention to detail.
Ability to manage multiple priorities and meet tight deadlines.
Familiarity with financial statement processes, reporting cycles, and related documentation.
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 grou
About the Company
Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future. Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. With powerful human advice, world-class asset managers, and proactive advisors, we craft personalized strategies to meet your financial goals. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ...
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