Associate Estate Settlements

Division: IGM Wealth Management Ops & Contact Centres

Location: Winnipeg, Montreal

Department Summary

The Estates team in Wealth Management delivers critical administrative and servicing support to Advisors, Clients, assistants, Specialists and other internal partners and external contacts on business matters and products relating to a deceased IGM client.

Position Summary

We are seeking a dedicated and collaborative team player who thrives in a fast‑paced, multi‑system environment and is committed to delivering exceptional client experience. The Estate Associate serves as a single point of contact for both internal and external clients, providing timely, accurate, and professional support through phone, email, and written correspondence regarding deceased IGM clients. This role involves managing a range of estate‑related activities, including handling client notifications, processing requests, completing account valuations (including c...