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IG Wealth Management Tech Stack

Canadian wealth management firm serving individuals and families with integrated financial planning

Financial Services Winnipeg, Manitoba 5,001–10,000 employees Founded 1926 Public Company

IG Wealth Management operates as a full-service wealth management and financial advisory platform across Canada, built on a hybrid stack of SAP (ECC, HANA, SuccessFactors), Salesforce, and Microsoft enterprise tools. The hiring mix is heavily weighted toward finance and operations roles, with compliance and regulatory oversight features prominently across active projects—indicating a business model dependent on human advisors, branch operations, and tight regulatory controls. Current project focus spans client complaint resolution, sales practice monitoring, and branch compliance reviews, signaling operational maturity challenges tied to scaling advisory operations.

Tech Stack 34 technologies

Core StackPython Tableau Power BI Looker ServiceNow Jira JavaScript SAP SuccessFactors Power Automate Salesforce DocuSign Apex SQL Git SAP ECC Zephyr HTML Microsoft Office SAP HANA Microsoft 365 PowerPoint Excel Teams OneNote SharePoint Outlook Word Microsoft Access Visualforce Salesforce Lightning+2 more

What IG Wealth Management Is Building

Challenges

  • Managing client complaint resolution
  • Monitoring sales practices
  • Ensuring compliance with regulatory requirements
  • Strategic transformation initiatives
  • Compliance gaps in underwriting processes
  • Ensuring regulatory compliance for securities brokers
  • New product launches
  • Improving client experience
  • Exceptional client experience
  • Maintaining data integrity across systems

Active Projects

  • Client complaint resolution process
  • Branch compliance review
  • Sales practice monitoring program
  • Quality assurance reviews of residential loan underwriting processes
  • 6-month supervision program
  • Office modernization and renovation
  • New pwm-specific channels
  • Implementation of ig wealth connect strategies
  • Branch examination program
  • Developing quarterly content pieces aligned with corporate/market themes

Hiring Activity

Steady200 roles · 80 in 30d

Department

Finance
67
Ops
35
Sales
18
Support
14
Data
10
Marketing
9
Compliance
8
Engineering
8

Seniority

Mid
82
Senior
39
Intern
38
Manager
18
Director
12
VP
5
Junior
4

Notable leadership hires: Director, Tax Planning, Compliance Director, Director Compliance, Content Marketing Director, Director General

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About IG Wealth Management

IG Wealth Management is a publicly traded Canadian wealth management firm headquartered in Winnipeg, Manitoba, with 5,001–10,000 employees. Founded in 1926, the company serves Canadian individuals and families with integrated financial planning services spanning investment management, retirement planning, tax and estate planning, insurance, and business ownership advisory. The operating model combines human financial advisors with in-house asset management and advisory teams. The company operates a multi-branch network across Canada and manages client relationships through a mix of direct advisory relationships and digital channels, supported by large-scale back-office operations in finance, compliance, and operations.

HeadquartersWinnipeg, Manitoba
Company Size5,001–10,000 employees
Founded1926
Hiring MarketsCanada

Frequently Asked Questions

What tech stack does IG Wealth Management use?

IG Wealth Management runs SAP (ECC, HANA, SuccessFactors), Salesforce, Microsoft 365, ServiceNow, Tableau, Power BI, and Looker. The stack emphasizes enterprise data management and CRM tied to advisory and compliance workflows.

What are IG Wealth Management's current priorities?

Active projects include client complaint resolution, branch compliance reviews, sales practice monitoring, underwriting quality assurance, and office modernization. Pain points center on regulatory compliance, client experience, and managing rapid product launches.

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