Associate Estate Settlements
IG Wealth Management is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets. The Estate Associate serves as a single point of contact for clients regarding deceased IGM clients, managing estate-related activities and ensuring exceptional client experiences.
Responsibilities
- Deliver a seamless client experience by responding to inbound phone calls and email inquiries from consultants, clients, and other institutions, always prioritizing the client’s best interests
- Ensure consistent, reliable, and transparent service by handling inquiries with professionalism, finding appropriate solutions to client issues, and meeting established quality standards
- Add value through strong knowledge of policies, procedures, and systems, while proactively communicating updates and improvements to business processes
- Contribute to individual and team development by participating in meetings, applying call quality feedback, supporting training initiatives, and sharing insights on business needs and service enhancements
- Champion transformation efforts by supporting modernization initiatives, embracing new tools and processes, and encouraging adoption across teams, consultants, and clients
- Support operational excellence through involvement in continuous improvement initiatives, special projects, and departmental assignments
Skills
- Minimum of 1–2 years of experience in the investment or financial services industry
- Strong verbal and written communication skills
- Excellent telephone etiquette with a strong client-focused, customer service mindset
- Proficient in Microsoft Office applications, including Outlook, Excel, Word, and Teams
- Demonstrated analytical thinking, problem-solving, and sound decision-making abilities across a variety of situations
- Highly detail-oriented with a strong focus on accuracy and the ability to perform effectively in a deadline-driven environment
- Ability to manage multiple priorities and adapt to changing demands demonstrating a growth mindset
- Strong organizational, interpersonal, and time-management skills
- Knowledge of mutual funds and the financial industry is considered an asset
- Knowledge of estate tax is an asset
- Bilingualism in French is an asset
Benefits
- Hybrid and remote work flexibility
- Three weeks of vacation, plus up to 10 paid personal/wellness days annually
- A customizable health benefits plan tailored to individual needs
- Defined contribution pension plan and employee share purchase program
- A comprehensive health and wellness program supporting physical, mental, social, and financial well-being
- Paid volunteer time (up to 2 days per year) to support community involvement
- Supportive leadership focused on coaching, growth, and development opportunities
- A collaborative and dynamic workplace that encourages learning and teamwork
- A culture that recognizes and celebrates achievements and milestones
- Casual dress policy
- Financial support for industry-related courses and professional certifications
- Access to telemedicine services
- Transit subsidies
- Competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
- Competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- Voluntary Defined Contribution Pension Plan
- Paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- 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).
Company Overview