Postuler

Publié hier

Senior Administrative Assistant - Winnipeg, MB

Ontario

55k–69k $/an
Postuler
SIGNAUX

Salaire :

55 000 $–69 000 $ par année

Responsabilités :

  • Serves as a trusted administrative assistant to the Regional Vice-President (RVP), providing confidential support and exercising sound judgement and…
  • Proactively manages calendar and schedule, including meeting requests, speaking engagements and other external requirements
  • Provides support and acting as a resource on strategic initiatives
  • Coordinates multiple concurrent projects and regional activities
  • Prepares communications and materials circulated on behalf of the RVP
  • Develops, maintains, and distributes region reports and dashboards

Résumé des exigences :

  • 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…
  • You will join a team that strives towards excellence while developing and sharing skills and knowledge.
  • Proactively manages calendar and schedule, including meeting requests, speaking engagements and other external requirements
  • Facilitating and follow up on Private Wealth Planning Experience (PWPE) cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage…
  • Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Wealth Advisor and region activity (i.e.
  • Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience…
Source et dates

Site carrière / système de candidatures · successfactors

Date publiée par l’employeur
2026-11-11
Première détection par notre source
2026-11-12
Mise à jour du dossier source
2026-11-12

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Description

Division: Sales & Distribution

Location: Winnipeg, Manitoba

Earliest start date: January 4, 2027

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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: You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares.

Responsibilities:

  • Serves as a trusted administrative assistant to the Regional Vice-President (RVP), providing confidential support and exercising sound judgement and discretion when managing priorities, responding on the RVP’s behalf, coordinating follow-up and advancing time-sensitive matters.
    • Manages email inbox and completes/actions tasks on RVP’s behalf
    • Proactively manages calendar and schedule, including meeting requests, speaking engagements and other external requirements
    • Provides support and acting as a resource on strategic initiatives
    • Coordinates multiple concurrent projects and regional activities
    • Prepares communications and materials circulated on behalf of the RVP
    • Develops, maintains, and distributes region reports and dashboards
    • Creates professional presentations, meeting materials, briefing documents and visual communications for leadership meetings, region events, training sessions, meeting minutes and strategic initiatives
    • Co-ordinating travel arrangements and preparing expense reports
    • Support region onboarding and transitions
    • Facilitates region financial administration
  • Support business development through planning and executing client acquisition events
  • Facilitating and follow up on Private Wealth Planning Experience (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 Wealth Advisor and region activity (i.e. Business Insights Dashboard reports, Client Acquisition, Unbundled Progress, IG Living Plan Portal (LPP) Progress)
  • Supports and collaborates with all levels of regional leadership (Regional Vice-President, Division Managers), employees (regional office, compliance, marketing, etc.) and Wealth Advisors, acting as a central point of coordination to track items and deliverables
  • Region Office support including:
    • Collaboration with Region Operations team on facility management
    • Coordinates and helps to organize special projects, internal events, recognition programs and employee-engagement
  • Supports Regional Vice-President in:
    • Establishing a respectful workplace and promoting/creating a diverse and inclusive culture
    • Community support and involvement including charitable initiatives in alignment with organizational priorities and available regional funding
    • Building a strong compliant 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, specifically proofreading skills, with the ability to adapt messaging for leadership, employees, advisors, clients, community partners and other internal or external audiences
  • Excellent interpersonal, service-oriented skills to interact with individuals at all levels of the organization and clientele
  • 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
  • Exceptional organizational, planning and project coordination skills, with the ability to manage multiple concurrent priorities, maintain accurate records, anticipate needs, and execute deliverables while meeting competing deadlines
  • Strong attention to detail and analytical problem-solving skills, with the ability to identify discrepancies, investigate issues and recommend appropriate next steps

The expected annual base salary range for this role is $55,000 - $69,000 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

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

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.

Please apply before November 24 2026.

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