Senior Client Relations Representative (Term Jan to Apr 2026)

Grade: S5
Referral Level: N/A
Division: Wealth Mgmt Ops & Contact Centres

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$271 billionin assets. 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 IGMs 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 Canadas Top 100 Employers for the fourth consecutive yearsand one of Canadas 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 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 accountable;we foster clarity and are empowered to act 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 towardsMackenzie 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)
  
  

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
  

As this position is posted in MontréalTorontoand Winnipeg we specify that bilingualism (French English both oral and written) isfor Quebec only for the frequent interactions with English.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe 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 providingbarrier-free recruitment 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 tosubmittheir resume and a cover letter detailing their qualifications and experience to thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Please apply by December 17 2025.

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