Bilingual Foundation Associate Client Solutions

2 weeks ago

Toronto, Ontario, Canada Mackenzie Financial Corporation Full time

Job Description:

Grade:

S5
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.

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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.-
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 daytoday 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 donoradvised 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 OpportunityAs the Associate in Client Solutions, you will have the opportunity to do your best work by:


  • 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.
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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.
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Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
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Results-oriented attitude: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself.
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Strategic thinker: Ability to think, problem solve, and make decisions in a fast-pasted dynamic deadline-oriented environment.
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Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management.
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Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.
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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, French, and English would be an asset
  • 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 ne

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