St. Catharines, On Senior wealth planning consultant Jobs – 1 Openings This Week

Senior Administrative Assistant - St. Catharines ON
IG Wealth Management —St. Catharines, ON
- $61,000–$76,500 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
8d

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Senior Administrative Assistant - St. Catharines ON

IG Wealth Management -
St. Catharines, ON

Apply Now

Job details

$61,000–$76,500 a year
8 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Sales
Post-secondary education
Microsoft Office
Administrative experience
Recruiting
Business
Communication skills

Full job description

Location: St. Catharines, ON

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: 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.

Responsibilities:

Provides confidential senior level administrative support services to the Regional Vice President
Maintains appointment schedules and coordinates meetings (in person or virtual)
Manages email inbox and completes/actions tasks on RVP’s behalf
Proactively monitors calendar
Providing support and acting as a resource on assignments
Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation
Support and management of technology adoption
Prepares correspondence, reports and presentations.
Co-ordinating travel arrangements and preparing expense reports
Provide sales, process, marketing, and administrative support to the RVP and the entire region
Provides technology support related to BYOD; Help Desk escalations; general inquiries
Supports business development and marketing activities and strategies as required
Helps the execution of region client acquisition events (both virtual and in person)
Facilitating and follow up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner
Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)
Meets with Consultants in the region one on one to collect names; coordinate a single submission to Head Office, communicate steps to impacted parties and help to move clients over to the Corporate Channel.
Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations.
Region Office support including:
Collaboration with Region Operations team to set up workspaces and equipment requirements and facility management
Provides back up to region office reception duties as needed
Coordinates and helps to organize special projects and region meetings and events
Managing region budget/finances
Supports RVP in:
establishing a respectful workplace and promoting/creating a diverse and inclusive culture
Community support and involvement
Building a strong compliance culture
Ensuring adherence to corporate policies

Qualifications:

Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry
Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
Service oriented with strong relationship management skills
Ability to work independently and as part of a great team
Ability to handle confidential information in a tactful and professional manner
Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required
Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
Flexible and able to perform in a fast paced, changing environment
Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required

The expected annual base salary range for this role is $61,000 - $76,500, 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 July 28 2026.

#LI-KN1

#LI-Hybrid

Apply Now

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