Bilingual Senior Client Relations Representative

Job Description

Grade: S5

Referral Level: Level 2

Division: IGM-CSO

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 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.

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.

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 FHSAs, RDSPs, RRSPs, TFSAs, RESPs, Pension plans & more).

- Peer coaching & mentorship opportunities with a strong focus on personal growth & development.

- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals.

- Fast‑paced work environment.

A community that invests in communities

- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)

- A culture that recognizes and celebrates employee milestones and accomplishments

- Financial support offered for employees to complete industry‑related courses/certifications

Why should you join the IGM family?

- Be part of a winning culture

- Your opportunity to develop and work with smart, highly capable leaders who are passionate and innovative.

- A fulfilling employee experience – we offer competitive terms, a collaborative/respectful way of working and connect strongly with our community.

- A genuine commitment to diversity and inclusion, through public goals and a variety of external partnerships/employee groups

- An inclusive environment committed to doing business inclusively with 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 inbound telephone calls and email.

As a valued member of the client relations team, your responsibilities will include:

- Educating clients on Mackenzie products and services

- Addressing inquiries from our clients through phone calls(inbound/outbound), emails, and fax

- Providingsuperiorcustomerexperiencesby 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

- Flexible rotating shift from 8:30 am to 6:00 pm

- Hybrid office and remote work environment (3-day office attendance)

We Offer

Mackenzie Investments is recognized among Greater Toronto’s Top Employers.

In addition to a competitive salary starting with bonus opportunities, we offer several flexible and advantageous benefits for you and your family:

- Three weeks of vacation and up to 10 paid personal/wellness days per year

- Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan

- RRSP contributions and share purchase plans available to all employees

- Health and wellness program focused on four key pillars including physical, mental, social and financial wellness

- Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year)

- Managers who support your development through coaching and managing opportunities

- Dress for your day policy

- A thorough Employee and Family Assistance program

The following qualifications will assist the successful candidate:

- Strong customer service and interpersonal skills

- Bilingual (French and English) Cantonese and Mandarin are 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

Knowledge of French and English is required to support clients and Team members within and/or outside the province of Quebec.

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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