Senior Client Relations Representative

Job Description

Referral Level: Level 2

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 IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

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.

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  accountable;we foster clarity and are empowered to act  a team;we are united to drive collective impact to achieve our goals.

• 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.

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.

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

• 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

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• 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:voluntary
  
  Group RRSP enrolment with employer matching component.

• WORK LIFE BALANCE:paid volunteer days, competitive time off including 10 wellness days off,Work Perks discount 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…