Foundation Associate Client Solutions
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Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Division: Assest Management Operations
Location: Toronto
Contract: 12 Month Full-Time Temporary
IGM 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 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 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!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 Opportunity
The Client Solutions department at Mackenzie Investments is looking for an inspiring energetic and dynamic associates to join their team. Reporting to the Client Solutions Manager the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and best practices are applied.
As the Associate in Client Solutions you will have the opportunity to do your best work by:
- Create effortless experiences for our clients. Execute client applications and trade instructions on FIMS our book of Complete all daily and scheduled responsibilities with the focus of striving to complete all tasks with accuracy within the predefined timelines while adhering to internal policies and best practices.
- Build and maintain relationships. Correspond with internal business partners and external clients via phone fax and emails related to accounts inquiries foundation program and policies and Provide clear trading instructions to our business partners and B2B our clearing company.
- Share knowledge and support members. Help mentor new team members via side-by-side and/or job shadowing sessions. Provide support to Senior Specialists during busy periods.
- Participate in projects to improve processes in a collaborative manner. Represent the department on projects related to program administration and servicing.
To be successful in this role you have:
- Client-facing experience: 3 or more years of experience in a diverse client service-focused environment. Passion for creating and delivering outstanding customer experiences.
- Relationship management: Ability to establish and maintain strong working relationships with your teams peers and business partners across the company.
- Results-oriented mindset: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself.
- Strategic thinker: Ability to think problem solve and make decisions in a fast-pasted dynamic deadline-oriented environment.
- Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients peers and senior management.
- Planning and Organization: Ability to plan analyze data coordinate and manage multiple priorities with competing demands.
- Education: Post-secondary degree in Business Administration and/or related Proficient in Microsoft Office. Great knowledge of the financial services mutual fund industry investment products and services policies and procedures. Charitable administration experience. Bilingualism French and English would be an asset.
Benefits:
- COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary performance-weightedbonus education/career support option to join Employee Share Purchase Plan with employer matchingcomponent.
- 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:voluntaryGroup RRSP enrolment with employer matchingcomponent.
- WORK LIFE BALANCE:paid volunteer days competitive time off including 10 wellness days offWorkPerksdiscount 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 expected annual base salary range (prorated for the term) for this role is () which is determined based on geographic location and candidates skills knowledge and addition to base salary this role is eligible for paid time off (prorated for the term).
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 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.
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 April 14 2026.
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