Referral Level: Level 1 Location: Toronto, Montreal

Mackenzie InvestmentsIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately$310billionin assetsas 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 workplace.

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

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 work from home environment (3-day office attendance)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 planRRSP contributions with employer matching component 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 receive 2 paid days a year to volunteer

Managers who support your development through coaching and managing opportunities

Dress for your day policyA thorough Employee and Family Assistance program

Competitive base salary, performance-weighted bonus, education/career support

Employee benefits & insurance: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

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).

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 rapid-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 $48,800 - $61,000 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.

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

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 Defined Contribution Pension PlanWORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, Work

Perks 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.IG 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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience tohttps://www.ig.ca/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 IG Wealth Management; however, only those candidates selected for an interview will be contacted.

Please apply before September 14 2026.#LI-JS2#LI-Hybrid

📌 Bilingual Senior Client Relations Representative (Montreal)
🏢 Mackenzie Investments
📍 Montreal