{"id":3111740,"url":"https://alion.io/job/ig-wealth-management-client-reporting-analyst-contract","title":"Client Reporting Analyst (Contract)","company":{"id":706808,"name":"IG Wealth Management","domain":"ig.ca","url":"https://alion.io/company/ig-wealth-management","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":{"grade":"A","score":100,"open_postings":5,"ghost_share":0,"stale_share":0,"repost_share":0.2,"time_to_fill_p50_days":13,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Analytics","role_family":"Analytics","seniority":"junior","employment_type":"contractor","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":47000,"max":67500,"currency":"CAD","period":"year","gross":null,"usd_annual":48147},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"SAS","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-10-22T21:00:07Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-26T06:14:57Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Division: Wealth Management Operations\nLocation: Toronto, Winnipeg\nIGM 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.\nFounded 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.\nWith 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.\nJoin 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.\nPosition Summary:\nThe 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.\nThe role also supports the production and distribution of client reporting documents including client statements, tax slips, trade confirmations, Fund Facts and regulatory notifications.\nResponsibilities Include:\nMaintain 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.\nCoordinate system changes required to support product launches and business initiatives.\nCoordinate and test CSOX controls.\nPerform User Acceptance Testing (UAT).\nMaintain operational statistics and reporting.\nReview and maintain documentation supporting departmental functions.\nCoordinate regulatory mailings and associated operational activities.\nProvide support for accurate and timely client reporting documents including client statements, tax slips, trade confirmations, Fund Facts and regulatory notifications.\nRespond to inquiries from internal business partners, external service providers and vendors.\nInvestigate system issues and coordinate resolution activities.\nCollaborate with developers and application support teams to resolve issues.\nParticipate in projects across IGM that impact systems and business processes.\nQualifications:\n2 years business experience and/or post-secondary degree or diploma in Business or a related field.\nKnowledge of IGM product shelf and specialized products.\nRelevant experience with business processes, rules, procedures and outcomes.\nRelevant experience with how client data is maintained in Transfer Agency systems.\nHigh level knowledge of how financial transactions are calculated and/or expertise in transaction processing.\nIndependent and adaptive learner with analytical capabilities to support multiple IGM applications.\nProficiency with Microsoft Office Suite products (Word, Excel (Advanced), MS Access).\nKnowledge of SQL or VBA scripts is an asset.\nExperience with or knowledge of SAS, RBroker, and Unitrax is an asset.\nSuccessful completion of the Canadian Investment Funds Course/Operations Course or Canadian Securities Course is an asset.\nThe 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).\nBenefits:\n 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).\nIGM 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.\nIG 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.\nHow 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\nArtificial 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.\nWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.\nPlease apply before November 1 2026.\n#LI-Hybrid","description_format":"text","description_chars":6065,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Hybrid work"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-22T21:00:07Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":3,"expected_fill_days":13,"reasons":["conf:13","velocity","win:early","comp:junior"],"computed_at":"2026-10-26T05:57:25Z"},"pay":{"stated_usd_annual":48147,"is_top_pay":false},"html_url":"https://alion.io/job/ig-wealth-management-client-reporting-analyst-contract","json_url":"https://alion.io/job/ig-wealth-management-client-reporting-analyst-contract.json","meta":{"generated_at":"2026-10-26T13:51:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19129,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":706808},"rest":"https://alion.io/mcp/rest/get_company?id=706808"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fig-wealth-management-client-reporting-analyst-contract"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fig-wealth-management-client-reporting-analyst-contract"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fig-wealth-management-client-reporting-analyst-contract"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ig-wealth-management-client-reporting-analyst-contract\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fig-wealth-management-client-reporting-analyst-contract"}]}