Mackenzie Investments

  • Estates Representative (Bilingual)

    Job Location CA-ON-Toronto
    Posted Date 3 weeks ago(7/27/2018 8:42 AM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Entry Level, Experienced
    Years of Experience
  • Job Description

    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.


    Our Vision

    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 Values

    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 Role


    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:

    • Reviewing estate and other legal documentation, including requirement to pay, garnishments, seizures, curatorship, bankruptcy and power of attorney
    • Managing various types of contacts (e.g. phone, email, written communication) from internal and external clients, including investors, financial advisors, executors and lawyers, while adhering to company’s telephone and correspondence standards
    • Processing a variety of requests on accounts in an accurate and efficient manner, in accordance with the estate or other legal documents and instructions
    • Assisting with the preparation of T3 Trust Returns, tax receipts and filing to CRA
    • Adhering to internal policies and deadlines to ensure regulatory and corporate compliance.


    The following qualifications are required of the successful candidate:

    • Bilingualism (French/English) required
    • Superior written and verbal communication skills in both French and English
    • Post-secondary education or work experience in a relevant field
    • Detail oriented, strong decision making and problem-solving skills
    • Ability to multi-task – adjust to multiple demands and shifting priorities
    • Professional attitude and strong customer orientation
    • Passion for learning and development
    • Ability to excel in a team environment
    • Proficient with MS Office (e.g. Word, Excel)
    • Experience in a call centre environment is an asset
    • Knowledge of Mackenzie products, policies and procedures is an asset
    • Knowledge of estate and legal documentation and settlement processes is an asset
    • Successful completion of the CSI Estate and Trust Administration Course is an asset
    • Successful completion of the Canadian Investment Funds course/Operations Course and the Canadian Securities Course is an asset


    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


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