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About 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. 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!

Responsibilities

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

Requirements

Strong customer service and interpersonal skills
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
Proficient knowledge of Microsoft Office Suite Products

Skills

Bilingual (French and English)
Cantonese and Mandarin are an asset
Related industry or call-centre experience is an asset
Successful completion of the Canadian Securities Course and/or IFIC is preferred

Location

Hybrid office and remote work environment (3-day office attendance)

Work Type

Hybrid
Full-time

Education Level

Post-secondary education in a related field

Salary/Compensations

$46,500 - $58,000

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

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.
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.
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.
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.

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.