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Senior Specialist Wealth Operations

IG Wealth Management

Canada, Manitoba, Canada Full-time March 23, 2026
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Opportunity Description

POSITION SUMMARY

The Senior Specialist supports clients, Portfolio strategist and investment dealer advisors through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one position that will be filled in Montreal or Winnipeg.

DUTIES INCLUDE:

  • Responsible for the professional servicing of in-coming telephone and email contacts from clients, Portfolio Strategists, Advisors and other internal departments

  • Complete suitability assessment of orders and help client with KYC completion and or update

  • Accurately executes client trades ensuring the adherence to industry and company regulations

  • Maintains up-to-date knowledge on the industry and company policies, products and procedures

  • Upholding ethical and professional requirements as an CIRO registrant

  • Participates...
    • Full-time Business Operations Specialists

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    Opportunity Details

    Location Canada, Manitoba
    Country Canada
    Type Full-time
    Category Business Operations Specialists
    Posted March 23, 2026
    Deadline May 02, 2026

    About IG Wealth Management

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    IG Wealth Management

    Canada, Canada

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