Bilingual Foundation Associate – Strategic Charitable Giving Foundation

2 weeks ago

Toronto, Ontario, Canada Mackenzie Investments Full time

Job Description

Grade: S5

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.

About Client Solutions
The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.

The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.

The Opportunity
The Client Solutions department at Mackenzie Investments is looking for an inspiring, energetic, and dynamic associates to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and best practices are applied.

As the Associate in Client Solutions, you will have the opportunity to do your best work by:

Create effortless experiences for our clients . Execute client applications and trade instructions on FIMS, our book of record. Complete all daily and scheduled responsibilities with the focus of
striving to complete all tasks with accuracy within the predefined timelines, while adhering to internal policies and best practices. Build and maintain relationships . Correspond with internal business partners and external
clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies
and procedures. Provide clear trading instructions to our business partners and B2B our clearing
company. Share knowledge and support members . Help mentor new team members via side-by-side
and/or job shadowing sessions. Provide support to Senior Specialists during busy periods. Participate in projects to improve processes in a collaborative manner . Represent the department on projects related to program administration and servicing.

To be successful in this role, you have:

Client-facing experience : 3 or more years of experience in a diverse client service-focused
environment. Passion for creating and delivering outstanding customer experiences. Relationship management: Ability to establish and maintain strong working relationships with
your teams, peers, and business partners across the company. Results-oriented mindset: Detail oriented with the ability to meet strict deadlines and ability to
set high goals and standards for yourself. Strategic thinker: Ability to think, problem solve, and make decisions in a fast-pasted dynamic
deadline-oriented environment. Communication: Excellent written and oral communication and an ability to interact and
collaborate effectively with internal & external clients, peers, and senior management. Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple
priorities with competing demands. Education: Post-secondary degree in Business Administration and/or related field. Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment
products, and services, policies, and procedures. Charitable administration experience. Bilingualism, English and French is required.

  • Associate, Leadership Giving

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time

    ABOUT US SickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and international initiatives to benefit children in Canada and around the world. As the...

  • Director Transformational Giving

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time

    SICKKIDS FOUNDATION IS ON THE HUNT FOR AN EXTRAORDINARY:DIRECTOR, TRANSFORMATIONAL GIVING:ABOUT USSickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and...

  • Associate Director, Accounts Receivable

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time $139,237

    SICKKIDS FOUNDATION IS ON THE HUNT FOR AN EXTRAORDINARY ASSOCIATE DIRECTOR, ACCOUNTING SickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and international...

  • Community Associate

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time $96,476

    SickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and international initiatives to benefit children in Canada and around the world. As the fundraising...

  • Bilingual Foundation Associate Client Solutions

    2 weeks ago

    Toronto, Ontario, Canada Mackenzie Financial Corporation Full time

    Job Description:Grade:S5IGM 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...

  • Associate Director, Major Gifts

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time

    SICKKIDS FOUNDATION IS ON THE HUNT FOR AN:EXTRAORDINARY:ASSOCIATE DIRECTOR, MAJOR GIFTS:ABOUT USSickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and...

  • Foundation Specialist

    2 weeks ago

    Toronto, Ontario, Canada Benevity Full time

    Meet Benevity:The world's coolest companies (and their employees) use Benevity's technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We're also one of the first B...

  • TFS Foundation

    2 weeks ago

    Toronto, Ontario, Canada CIS Ontario Full time

    Position: Permanent Position Type: Full time Branch: TFS Foundation Location: Lawrence Avenue East, Toronto, Ontario, M4N 1T7 Start Date: June KCI Profile: About the position: TFS Foundation is seeking a creative, strategic and experienced fundraiser to join their team as the new Senior Director, Philanthropy. The Senior Director will...

  • Associate, Events

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time

    SICKKIDS FOUNDATION IS ON THE HUNT FOR AN EXTRAORDINARYASSOCIATE EVENTS & LOGISTICSABOUT USSickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and...

  • Foundation Intern, General

    2 weeks ago

    Toronto, Ontario, Canada Canadian National Exhibition Full time

    Job Duration: 18 weeksStart Date: May 1, 2023End Date: September 4, 2023Job Hours: Full-time; 35 hours per weekAbout the CNE Foundation:Responsibilities:Reporting to the Executive Director, the Intern will support the operations of the Foundation, including program implementation, the management of the Foundation's social media activities and facilitating...

  • Project Coordinator, Jewish Foundation

    4 weeks ago

    Toronto, Ontario, Canada UJA Federation of Greater Toronto Full time

    Salary: About UJA Federation of Greater TorontoAt UJA Federation of Greater Toronto, our vision is to lead the most vibrant Jewish community in North America - a community characterized by its diversity, unity, compassion, generosity and commitment to Jewish values. Together with our philanthropic, volunteer and professional leadership, we're changing lives....

  • Project Coordinator, Jewish Foundation

    1 month ago

    Toronto, Ontario, Canada UJA Federation of Greater Toronto Full time

    Salary: About UJA Federation of Greater TorontoAt UJA Federation of Greater Toronto, our vision is to lead the most vibrant Jewish community in North America - a community characterized by its diversity, unity, compassion, generosity and commitment to Jewish values. Together with our philanthropic, volunteer and professional leadership, we're changing lives....

  • Associate, Digital and Social Community

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time

    Help us create healthier futures as a Associate, Digital and Social Community**ABOUT US**SickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and...

  • Foundations, Major Gifts and Planned Giving Officer

    2 weeks ago

    Toronto, Ontario, Canada YWCA Toronto Full time

    Employment Type:Full-Time, Permanent.Work Hours:35 hours per week.Salary:$51,829 (L6), plus comprehensive benefits.Location:87 Elm Street, Toronto, ON M5G 0A8.Internal Application Deadline:Friday, January 27, 2023.External Application Deadline:Monday, January 30, 2023.JOIN OUR TEAM:The Foundations, Major Gifts and Planned Giving Officer is responsible for...

  • Foundations, Major Gifts and Planned Giving Officer

    2 weeks ago

    Toronto, Ontario, Canada YWCA Toronto Full time

    Foundations, Major Gifts and Planned Giving Officer Employment Type: Full-Time, Permanent Work Hours: 35 hours per week Salary: $52,348 per annum (L6), plus comprehensive benefits Location: 87 Elm Street, Toronto, ON M5G 0A8 Internal Application Deadline: Monday, May 27, 2024 External Application Deadline: Wednesday, May 29, 2024 JOIN...

  • Foundation Intern, General

    2 weeks ago

    Toronto, Ontario, Canada Canadian National Exhibition Full time

    Job Duration: 18 weeksStart Date: May 1, 2023End Date: September 4, 2023Job Hours: Full-time; 35 hours per weekAbout the CNE Foundation:Responsibilities:Reporting to the Executive Director, the Intern will support the operations of the Foundation, including program implementation, the management of the Foundation's social media activities and facilitating...

  • Corporate Communications Writing Manager

    2 weeks ago

    Toronto, Ontario, Canada Wikimedia Foundation Full time

    The Wikimedia Foundation is seeking a Communications Manager to help lead the communications for our advocacy and public policy work, and a number of other initiatives that aim to advance and protect the reputation of the Foundation, Wikipedia and other Wikimedia projects, and the global Wikimedia community of volunteers. With experience in leading...

  • Lead, Legal Counsel, Corporate Charity and Tax

    2 weeks ago

    Toronto, Ontario, Canada Mastercard Foundation Full time

    Reporting to the Senior Legal Counsel, Charity & Tax, the role will be responsible for reviewing and advising on program proposals, contracts and ensuring compliance with legal and regulatory requirements, with a particular emphasis on CRA considerations.WAYS YOU CAN CONTRIBUTE Advise Programs and Finance teams regarding funding proposals involving medium ...

  • Coordinator, Events

    2 weeks ago

    Toronto, Ontario, Canada SickKids Foundation Full time

    SICKKIDS FOUNDATION IS ON THE HUNT FOR AN EXTRAORDINARY COORDINATOR, EVENTSABOUT US:SickKids Foundation leads the fight for The Hospital for Sick Children (SickKids), recently ranked the number one paediatric hospital in the world by Newsweek. Celebrating 50 years of philanthropic impact in 2022, SickKids Foundation is the largest charitable funder of child...

  • Memoirs Communications Specialist

    2 weeks ago

    Toronto, Ontario, Canada The Azrieli Foundation Full time

    We give life to stories. We are looking for a passionate storyteller to amplify the voices of Holocaust Survivors published through the Azrieli Foundation's Holocaust Survivor Memoirs Program. As a small independent publisher and Holocaust education program, we work nationally and bilingually to allow readers and learners to grasp the enormity of what...