Mackenzie Investments

  • Supervisor, Client Relations (Contract)

    Job Location CA-QC-Montreal
    Posted Date 2 weeks ago(2 weeks ago)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    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:


    Our industry leading Client Relations team is looking for a highly motivated, committed and knowledgeable individual to join our leadership team whom would be reporting to the onsite Manager. The successful Client Relations Supervisor candidate will lead a team of inbound Client Relations Representatives (CRR’s) and be responsible for supporting their achievement, growth and development.


    At Mackenzie Investments, we are committed to attracting and growing motivated individuals who are looking to further develop their leadership skills and be committed to our clients.  Organizationally we are committed to the financial success of investors, through their eyes, and you will support this through our values by demonstrating the following:


    Strong decision-making – through setting performance objective targets and providing regular performance feedback, motivating CRR’s and supporting their career development while holding them accountable for their performance results.


    Creativity and innovation – providing coaching, guidance and mentoring to help CRR’s improve performance and provide effortless experiences to our clients. By creating and supporting an environment that encourages continuous improvement through the organization.


    Collaboration- in coaching activities, including side by side coaching, call evaluations and silent monitoring. Working closely with the rest of the leadership team and other departments to achieve departmental and divisional goals.


    Courage – by motivating and engaging your team toward their potential, as well as hiring and maintaining high potential individuals who drive the organization forward. In setting the right targets and priorities for your team.


    Honesty and integrity – through managing all aspects of a frontline team, including scheduling, performance management and other HR related matters.


    Confidence and pride – through supporting excellent service for our clients while enhancing their overall experience. In identifying and supporting professional growth activities for your team that helps them learn and grow including facilitating training activities.


    The following competencies will be embodied by the successful candidate:


    • Proven ability to lead/motivate a highly skilled team faced with significant change and increasing service expectations
    • Strong coaching skills and understanding of coaching principles
    • Committed to employee engagement, development and growth
    • Driven in service with appropriate sense of urgency
    • Results driven and proven ability to exceed targets
    • Strong presentation, facilitation, interpersonal and motivational skills
    • Innovative problem solving abilities and a creative thinker with sound judgment
    • Strong knowledge of financial services industry products, services, procedures and policies ideally in mutual funds,
    • Ability to analyze situations, diagnosis problems, develop and implement creative solutions
    • Post secondary education and 2-5 years in a supervisory or leadership role
    • Proficiency in both English and French is required
    • Successful completion of CSC/IFIC, is an asset


    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. If you would like to refer someone for the position please email the posting using the “email this job” option. All resumes should be received by September 13, 2018If 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 # 18-192


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