Coordinator Credit & Client Banking
Confirmed on the employer's own hiring board on Oct 20, 2026. First seen by Alion on Oct 7, 2026. IG Wealth Management scores A on the Alion truth index.
Division: Credit and Client Banking
Location: 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.
Department Summary
The Credit and Client Banking (CCB) Team is dedicated to maintaining accurate and reliable financial records through meticulous reconciliation and monitoring. We manage a wide range of financial operations including cash flow, settlement payments, tax execution, and regulatory reporting. Our team ensures compliance, supports audits, and delivers exceptional service through proactive analysis and stakeholder engagement.
POSITION SUMMARY:
The Credit and Client Banking Coordinator supports daily cash management and settlement operations by ensuring accurate, timely, and compliant processing of internal and external payments. The role involves monitoring money movements, administering settlements, resolving exceptions, and supporting liquidity management in line with service level agreements, risk management guidelines, and internal control frameworks. The Coordinator partners with Analysts, cross-functional teams, and external financial institutions and service providers to ensure efficient, compliant operations.
DUTIES INCLUDE:
- Process and monitor daily client and dealer payments, receipts, settlements, and money movements in accordance with internal procedures and control standards.
- Administer and net settle transactions with external partners, including FundServ, CDS, and NBCN.
- Monitor EFT, Bill Payment, and other money movement files, investigating and resolving exceptions or escalating issues as required.
- Support daily cash sweeps and liquidity management.
- Perform daily operational reviews, manual exception resolution, journal entries, adjustments, write-offs, and manual or online banking money transfers.
- Identify and escalate operational issues, supporting resolution through timely communication and data gathering.
- Contribute to successful internal and external audit outcomes by adhering to the risk and control framework.
- Provide general operational support by responding to inquiries from internal stakeholders and partner teams.
- Create and maintain clear, up-to-date procedure documents.
QUALIFICATIONS:
- Post-secondary education in Business, Finance, Accounting, or a related field, or equivalent operational experience.
- 1-3 years of experience in banking, cash management, settlements, or financial services operations.
- Knowledge of payment processing and money movement practices (e.g., EFTs, settlements, wires) is an asset.
- Strong attention to detail with experience reviewing reports, resolving exceptions, and processing manual transactions accurately.
- Ability to work effectively in a fast-paced environment with tight deadlines and shifting priorities.
- Strong analytical, organizational, and problem-solving skills.
- Effective communication skills and the ability to collaborate with internal teams and external partners.
- Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook.
- Self-motivated, accountable, and able to work independently as well as within a team.
The expected annual base salary range (prorated for the term) for this role is $45,500- $50,000 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:
WORK LIFE BALANCE: 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 October 20 2026.