Grade: S5

Referral Level: Level 1

Division: IGM Asset Management Operations

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. 

At Mackenzie Investments You Can Build Your Career with Confidence.

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. As 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.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Role:

The Client Solutions Department at Mackenzie Investments is currently looking for client-focused team-player with a passion for learning and development to join the Trade Settlement team, reporting to Manager, Client Solutions.

Mackenzie’s Client Solutions 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. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.

The successful candidate will be responsible for the following functions:

• Managing and accurately processing customer requests from both internal and external partners in a back-office environment
• Overseeing the processing and operational administration of various institutional, strategic alliances and fund of fund accounts
• Reviewing and completing daily Fundserv wire order trades and processing reports
• Making contacts (telephone, e-mail, fax) to internal and external partners (dealer head offices, advisors, clients) on customer requests when required
• Identifying opportunities of improvement to increase the accuracy and efficiency of functional activities.
• Handling the operations of offering memorandum products, including document review, trade validation, and NIGO contact and resolution
• Completing tasks and participating in projects that may be assigned from the Supervisor/Manager/AVP

The following qualifications will assist the successful candidates in accomplishing these functions:

• Minimum two years of financial services experience in an operations/back office environment
• Strong working knowledge of Fundserv (placement and settlement of wire order trades)
• Advanced knowledge of Mackenzie products, processing procedures and systems (i.e. SAS, TreX)
• Passion for delivering consistent excellent customer service
• Excellent communication skills, both written and verbal
• Familiarity with back office data processing, processes/procedures and working knowledge of MS Office (i.e. Word, Excel)
• Detail oriented, strong decision making and problem-solving skills
• Good interpersonal, organizational and time-management skills
• Ability to work well under pressure, in a fast-paced, deadline driven environment
• Exposure to Excel macros is an asset
• Post-secondary education or any other relevant work experience in Mutual Funds/Financial Services is an asset
• Successful completion of the CSC and/or Operations course (IFIC) is an asset
• Bilingual (French) is an asset

***Candidates must be available to work a flexible rotating shift between 7:00 AM - 8:00 PM Monday - Friday, and work weekends occasionally.

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by July 9, 2024. 

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