Grade: S5

Referral Level: Level 1

Division: IGM Client Services 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:

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)  
• Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development

The following qualifications will assist the successful candidate:

• Strong customer service and interpersonal skills
• Bilingual (French, Asian & 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

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.

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