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SalaryLocation: Winnipeg
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.
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. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management 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.
DEPARTMENT SUMMARY: The Credit and Client Banking Team is responsible for the analysis and efficient execution of the overall core processing and data integrity of client administration including; cash management of client accounts, reconciliation of G/L and control accounts, reconciliation of Dealer bank accounts, net settlement, and tax payments. The primary objective of the team is to provide accurate and efficient administration, processing and service support. The delivery of overall service excellence is adhered to by closely monitoring reports, analyzing and tracking service standard.
POSITION SUMMARY: The Credit and Client Banking Analyst will be responsible for providing efficient and timely administration of payments whether internal or external; ensuring all payment administration work that is carried out is compliant with internal procedures. Prepare accurately and in accordance with the agreed service level agreements or relevant client services deadlines in a cost-effective manner and adherence to risk management guidelines. The position requires the ability to identify areas for continuous improvement that create efficiency and quality to workflow, processes and procedures on an ongoing basis.
DUTIES INCLUDE:
Responsible for monitoring, analyzing and resolution of complex escalations in a timely manner.
Provide knowledge and support for the coordinators, and review and validate their daily activities.
Perform Daily and monthly bank account reconciliations.
Perform Daily and monthly G/L and control accounts reconciliations.
Perform Daily and monthly client cash management, reconciliation and rebalance.
Manual Resolution of exceptions as identified through daily review of various reports.
Act as a subject matter expert (SME) for other departments and projects.
Ensure all completed reconciliations and administration work are compliant with internal and regulatory procedures (CIRO), Canadian Sarbanes-Oxley Act (CSOX).
Contribute to satisfactory results in all internal & external audits.
Adherence to the risk and control framework, including team and departmental procedures.
Understanding of downstream internal/external client service chain impacts.
QUALIFICATIONS:
Intermediate to advanced accounting knowledge.
Intermediate to advanced knowledge of financial products and services available in the market
Strong analytical & problem-solving skills, with a minimum of 2 years processing experience, preferably in the financial services industry.
Ability to work in an environment with tight deadlines, changing priorities and work volumes.
Excellent written and verbal communication skills
Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook.
Ability to work independently and in a team setting.
Strong organizational skills with attention to detail.
Excellent client service skills and ability to work effectively with other team members
Please visit our career page by clicking on the following link: 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.
IG Wealth Management 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.
Please apply by April 16, 2024.
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