Job Description
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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 year 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)
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
The expected annual base salary range for this role is $55,000 - $65,000 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.
Benefits
:
COMPETITIVE COMPENSATION & RECOGNITION:
competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS & INSURANCE:
competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
RETIREMENT SAVINGS PROGRAMS:
voluntary Group RRSP enrolment with employer matching component.
WORK LIFE BALANCE:
paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY:
living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
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
https://www.mackenzieinvestments.com/en/careers
.
Artificial Intelligence in Recruitment:
As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.
We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.
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