Grade: P5

Referral Level: Level 1

Division: IGM Marketing

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.

Position:

The Client Experience and Engagement Team plays a pivotal role at Mackenzie by ensuring our clients’ needs are prioritized in every discussion, every interaction, and every decision. They are accountable for understanding the needs of our clients and translating those for other areas of our business with a focus on marketing, sales, and product. This team collaborates across sales, service, digital, and technology to support a seamless experience.

This team is seeking a dynamic and strategic-minded individual as the Associate, Client Engagement, reporting to the AVP Client Experience & Engagement.

This role is critical to the delivery of our client experience strategy and will help us to enable the delivery of seamless end to end experience across all segments. The responsibilities of this role supporting the needs of our clients by helping deliver (1) effectively on sponsored events, (2) supporting the resolution of pain points, (3) and supporting with acquisition and retention plans.

The primary responsibilities of this role will include:

• Assist in the execution of client engagement and communication strategies that support business development activities across different client segments.
• Support teams with the execution of content, marketing materials, emails, event support, presentations, and relevant account-specific content.
• Monitor and analyze the effectiveness of client experience and engagement efforts, providing recommendations for improvements.
• Coordinate client facing events, specifically for institutional and key accounts conferences.
• Assist in the planning and execution of digital marketing campaigns, including email marketing, manage website content updates and ensure digital experiences align to client journeys.

Qualifications

• 1-2 years of experience in a marketing role, preferably within the financial services industry.
• Superior communication skills with strong written, verbal, and presentation capabilities.
• Proficiency in Microsoft Office Suite and familiarity with CRM and marketing automation tools.
• Excellent organizational and multi-tasking skills and attention to detail.
• Ability to work collaboratively in a team-oriented environment.
• Highly motivated individual with willingness to learn and take initiative.

Education

• University Degree (ideally in Commerce / Economics / Business)
• CX or other Client Engagement designations/course completions are an asset.

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 4, 2024.

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