Mackenzie Investments

  • Client Relations Representative - Contract

    Job Location CA-ON-Toronto
    Posted Date 2 weeks ago(10/1/2018 2:13 PM)
    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 $60 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 $140 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:


    As a Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through in-bound telephone calls and email.


    As a valued member of the client relations team, your responsibilities will include:


    Client Experience Excellence

    • Educating clients on Mackenzie products and services
    • Addressing inquiries from our clients through phone calls (inbound/outbound), emails and fax
    • Providing superior customer experiences by guiding our clients towards an appropriate solution
    • Building relationships with our clients to create loyalty towards Mackenzie Investments
    • Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone

    Business Initiatives

    • Support business goals and needs to be a leader in the industry
    • Participate in focus groups and provide valuable feedback to enhance the client experience
    • Ability to recognize opportunities for sales growth and process improvements

    Why Work with our Client Relations Team?


    We are Smart People in a Smart Industry:

    • Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
    • Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.

    We are Challengers:

    • Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
    • Challenging work & fast paced work environment
    • Opportunities for innovation and idea sharing are provided on both department and corporate level

    A Career that outperforms:

    • Gain a strong understanding of the financial services & mutual fund industry
    • Exposure to various roles within the industry through collaboration with internal partners
    • Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)  
    • Personal growth and development through peer coaching and mentorship

    A Community that invests in Communities

    • Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
    • Flexible rotating shift from 8:00am to 8:00pm 
    • A culture that recognizes and celebrates employee milestones and accomplishments
    • Financial support offered for employees to complete industry related courses/certifications

    The following qualifications will assist the successful candidate:

    • Strong customer service and interpersonal skills
    • Bilingual (French & English) or Trilingual (Cantonese, Mandarin & English) is an asset
    • Excellent verbal and written communication
    • Sound judgment and decision-making capabilities
    • Ability to recognize opportunities for sales growth and process improvements
    • Post-secondary education in a related field or a keen interest in the financial industry
    • Effective time management skills who can perform in a fast-paced, deadline oriented environment
    • Related industry or call-centre experience is an asset
    • Successful completion of the Canadian Securities Course and/or IFIC is preferred
    • Proficient knowledge of Microsoft Office Suite Products


    Internal Applicants: 
    If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting and have your referral indicate that they were referred by you when completing the application. All resumes should be received by October 26, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. 


    External Applicants:

    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 #18-172


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