About the job

Division:  Mortgages, Insurance Banking

Location:  Toronto, Winnipeg, Montreal

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.

Position (details)

In this role, you will be responsible for reviewing credit exceptions, managing escalations, and overseeing quality assurance activities. Your expertise will be crucial in maintaining compliance with regulatory standards and driving continuous improvement within the department.

Responsibilities

Policy Exceptions & Escalations

• Review and assess complex credit applications, policy exception requests, and escalated matters, providing sound recommendations and risk-based decision support.
• Monitor, analyze, and report on trends related to client exceptions and escalations, identifying root causes and recommending process, policy, and control enhancements.
• Provide guidance to stakeholders on the interpretation and application of lending policies, procedures, and risk frameworks.
• Partner with business leaders to resolve high-impact escalations while ensuring adherence to established risk and compliance standards.