Senior Client Relations Representative

Grade:  S5
Referral Level: N/A
Division:  Wealth Mgmt Ops & Contact Centres

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. 

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. 

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada's Top 100 Employers for the fourth consecutive years and one of Canada's Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. 

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. 

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
• 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
• Flexible rotating shift from 8:30 am to 6:00 pm 
• Hybrid office and remote work environment (3-day office attendance)
  
  

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
  

As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is  for Quebec only for the frequent interactions with English.  

IGM 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. 

Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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.    

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to   

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted. 

Please apply by December 17, 2025. 

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