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).

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