Product Specialist, Investment Products - Winnipeg, Toronto

Résumé du poste

The role provides day-to-day support for the investment product platform and serves as the primary coordinator for product inquiries from advisors and sales teams. It involves managing support mailboxes, coordinating responses across internal partners, and maintaining product documentation and reporting.

Détails du poste

Division: IG Investment Solutions Location: Toronto or Winnipeg 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: The Product Specialist, Investment Products provides day-to-day support for IG Wealth Management’s investment product platform and serves as the primary coordinator for product-related inquiries from advisors, sales teams and internal business partners. Acting as the central point of contact for the Investment Products team’s advisor and sales support mailboxes, the incumbent triages, tracks and coordinates timely and accurate responses across a broad range of investment solutions. Working closely with Investment Products, Distribution, Marketing, Operations, Compliance, Legal and investment management partners, the Product Specialist supports product communications, reporting, documentation, advisor enablement and product initiatives. The role contributes to service excellence, efficient information flow and the development of foundational investment product expertise. Key Responsibilities Product Support & Inquiry Management Manage advisor and sales support mailboxes, triaging and coordinating timely responses to product-related inquiries. Escalate complex or sensitive inquiries to appropriate leaders or subject matter experts and track through to resolution. Maintain accurate response templates, FAQs, reference materials and approved product information. Track inquiry trends, volumes and knowledge gaps to support service improvements and team insights. Reporting, Communications & Product Administration Maintain product information, inventories, reports, dashboards and shared content repositories. Support collection, validation and reconciliation of product-related data from internal and external sources. Coordinate updates to product materials and support preparation of advisor- and sales-facing communications, presentations and education resources. Conduct basic industry and competitor research and maintain product comparison resources. Monitor relevant market and product developments and share insights with Managers and Senior Managers. Provide research, coordination and administrative support for product initiatives and ad hoc assessments. Required Qualifications Undergraduate degree in Business, Commerce, Finance, Economics or related field 1-3 years of experience in financial services, wealth management, asset management, investment products, operations or a related field. CSC completed or willingness to complete. Strong service orientation, organization, attention to detail and written communication. Ability to manage multiple priorities and coordinate responses across stakeholders. Proficiency in Microsoft Excel, PowerPoint, Word and Outlook. Foundational understanding of mutual funds, ETFs and managed solutions. Preferred Qualifications Finance specialization Experience supporting product teams CFA Level I, II or III candidate Experience with Morningstar Direct, Bloomberg, Salesforce or similar tools. Broader familiarity with portfolio construction and investment strategies. The expected annual base salary range for this role is $50,500 - $72,500, 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 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. We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted. Please apply before September 25 2026.

Ce que vous ferez

The role provides day-to-day support for the investment product platform and serves as the primary coordinator for product inquiries from advisors and sales teams. It involves managing support mailboxes, coordinating responses across internal partners, and maintaining product documentation and reporting.

Exigences

Requires an undergraduate degree in Business, Finance, or a related field and 1-3 years of experience in financial or asset management. Candidates should have a foundational understanding of mutual funds and ETFs, with a CSC certification completed or a willingness to obtain it.

Avantages

• Competitive Base Salary • Performance-weighted Bonus • Education/Career Support • Employee Share Purchase Plan • Health and Dental Coverage • Short-term & Long-term Disability Plans • Defined Contribution Pension Plan • Paid Volunteer Days • Wellness Days Off • WorkPerks Discount Program • Hybrid & Flex Work Arrangements

Compétences indiquées

• written communication · Souhaitée
• Financial Reporting · Souhaitée
• Data Validation · Souhaitée
• Microsoft Excel · Souhaitée
• Microsoft Word · Souhaitée
• Microsoft Outlook · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Product Support
• Inquiry Management
• Financial Reporting
• Market Research
• Stakeholder Coordination
• Written Communication
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word
• Microsoft Outlook
• Mutual Funds Knowledge
• ETFs Knowledge
• Managed Solutions Knowledge
• Portfolio Construction
• Investment Strategies
• Data Validation

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Consulting