Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $61.3 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $142 billion. We are committed to the financial success of investors, through their eyes.
Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.
Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.
At Mackenzie Investments you can Build Your Career with Confidence by:
Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.
Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.
Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.
Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.
Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.
Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.
The Operations Services Department is currently looking for two client-focused team-players with a passion for learning and development to join our team as Estates Representatives (Bilingual). These full-time permanent positions will report to the Supervisor of Estates.
Mackenzie’s Operations Services is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. The Estates team within Operations Services assists financial advisors, executors and beneficiaries with the settlement of the estate for deceased clients. The team handles the estate from the time of notification of the client’s passing right through to settlement, including the tax reporting. In addition to settling estates, the team also handles various legal documents such as bankruptcy, power of attorney, trust agreements, Canada Revenue Agency (CRA) requirement to pay, court orders, guardianship, and curatorship and tutorship for Quebec clients.
As a member of the Estates team, your primary responsibilities will include:
The following qualifications are required of the successful candidate:
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth
Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.
File # 18-087