Client Relations Representative | AL-782

Client Relations Representative | AL-782

02 Sep
Mackenzie Financial Corporation

02 Sep

Mackenzie Financial Corporation


Job Description:

IGM Financial Inc. is one of Canada's premier financial services companies, and one of the country's largest managers and distributors of investment funds and other managed asset products, with over $256 billion in total assets under management as of July 31, 2021. Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation and Investment Planning Counsel Inc.

We are focused on the long-term strength and stability of our companies and recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.

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 genuine commitment to diversity and inclusion, through public goals, a variety of external partnerships/employee groups and an inclusive environment

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

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 in-bound telephone calls and email.

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


Client Experience Excellence*

- 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

Business Initiatives

- Support business goals and needs to be a leader in the industry

- Participate in focus groups and provide valuable feedback to enhance the client experience

- Ability to recognize opportunities for sales growth and process improvements

Why Work with our Client Relations Team?


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.

We are Challengers:

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

- Challenging work & fast paced work environment

- Opportunities for innovation and idea sharing are provided on both department and corporate level

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 RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)

- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development

A Community that invests in Communities

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

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

- Work from home opportunities

- A culture that recognizes and celebrates employee milestones and accomplishments

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

The following qualifications will assist the successful candidate:

- Strong customer service and interpersonal skills

- Bilingual (French, Asian & English) is 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

Internal Applicants:

If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by September 7, 2021. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The Career Level Framework for this position is S4.

External Applicants:

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

Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.

Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.

File #21-1367

Job Type: Casual

The original job offer can be found in Kit Job:

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