Client Reporting Analyst (Contract)

Division: Wealth Management Operations

Location: Toronto, 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 Managementis 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 Managementis 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.

Position Summary:

The Client Reporting Analyst is responsible for ensuring the ongoing integrity of our client transactional and reporting based systems. They provide support to the user community through expert knowledge of the systems and procedures used in maintaining client data. This support is offered through situational analysis and providing solutions to reported/detected problems. Problems will be resolved within a set of pre-determined service standards agreed on with management. The role is designed to provide detective, preventative, and mitigating activities to minimize impacts to clients and the systems' user community.

The role also supports the production and distribution of client reporting documents including client statements, tax slips, trade confirmations, Fund Facts and regulatory notifications.

Responsibilities Include:

• Maintain configuration to support business needs and compliance with established controls, including testing of changes and baseline review of fees outlined in prospectus and regulatory documentation.
• Coordinate system changes required to support product launches and business initiatives.
• Coordinate and test CSOX controls.
• Perform User Acceptance Testing (UAT).
• Maintain operational statistics and reporting.
• Review and maintain documentation supporting departmental functions.
• Coordinate regulatory mailings and associated operational activities.
• Provide support for accurate and timely client reporting documents including client statements, tax slips, trade confirmations, Fund Facts and regulatory notifications.
• Respond to inquiries from internal business partners, external service providers and vendors.
• Investigate system issues and coordinate resolution activities.
• Collaborate with developers and application support teams to resolve issues.
• Participate in projects across IGM that impact systems and business processes.

Qualifications:

• 2 years business experience and/or post-secondary degree or diploma in Business or a related field.
• Knowledge of IGM product shelf and specialized products.
• Relevant experience with business processes, rules, procedures and outcomes.
• Relevant experience with how client data is maintained in Transfer Agency systems.
• High level knowledge of how financial transactions are calculated and/or expertise in transaction processing.
• Independent and adaptive learner with analytical capabilities to support multiple IGM applications.
• Proficiency with Microsoft Office Suite products (Word, Excel (Advanced), MS Access).
• Knowledge of SQL or VBA scripts is an asset.
• Experience with or knowledge of SAS, RBroker, and Unitrax is an asset.
• Successful completion of the Canadian Investment Funds Course/Operations Course or Canadian Securities Course is an asset.

The expected annual base salary range (prorated for the term) for this role is $47,000 - $67,500 which is determined based on geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off (prorated for the term).

Benefits:

• 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 November 1 2026.

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