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About the Role

The Client Solutions department at Mackenzie Investments is seeking energetic and dynamic associates to accurately complete daily and scheduled responsibilities within predefined timelines, focusing on accuracy and best practices. This role offers the opportunity to create effortless client experiences, execute applications and trade instructions, build relationships with internal and external partners, share knowledge, and participate in process improvement projects.

Responsibilities

Create effortless experiences for our clients.
Execute client applications and trade instructions on FIMS.
Complete all daily and scheduled responsibilities with accuracy within predefined timelines, adhering to internal policies and best practices.
Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies.
Provide clear trading instructions to business partners and our clearing company.
Help mentor new team members via side-by-side and/or job shadowing sessions.
Provide support to Senior Specialists during busy periods.
Represent the department on projects related to program administration and servicing.

Requirements

3 or more years of experience in a diverse client service-focused environment.
Passion for creating and delivering outstanding customer experiences.
Ability to establish and maintain strong working relationships with teams, peers, and business partners.
Detail-oriented with the ability to meet strict deadlines.
Ability to set high goals and standards for yourself.
Ability to think, problem-solve and make decisions in a fast-paced dynamic deadline-oriented environment.
Excellent written and oral communication skills.
Ability to interact and collaborate effectively with internal & external clients, peers, and senior management.
Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.
Proficient in Microsoft Office.
Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures.
Charitable administration experience.

Skills

Client-facing experience
Relationship management
Results-oriented mindset
Strategic thinker
Communication
Planning and Organization
Bilingualism (French and English) is an asset

Location

Hybrid

Work Type

Hybrid

Experience Level

3 or more years of experience

Education Level

Post-secondary degree in Business Administration and/or related field

Salary/Compensations

$49,000 - $61,000

Benefits

Competitive base salary
Performance-weighted bonus
Education/career support
Option to join Employee Share Purchase Plan with employer matching component
Competitive health and dental coverage
Flexible plan for you and your family
Short-term & long-term disability plans
Voluntary Group RRSP enrolment with employer matching component
Paid volunteer days
Competitive time off including 10 wellness days off
WorkPerks discount program
Hybrid & flex work arrangements
Engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background)
Annual short-term incentive
Health and well-being benefits
Retirement and savings plan
Paid time off
Career development

About the Company

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.
Mackenzie Investments is recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers.
The company's vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.
Mackenzie Investments fosters an environment of continuous learning and skill development.
The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline.
The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements.
Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.
The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving.
The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities.
The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial.
They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.

Equal Opportunity

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.