Job Description:

Grade: S4
Referral Level: Level 1
Division: IGM-AMO

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in 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 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 years 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 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.

About Client Solutions

Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.

The Opportunity

The Client Solutions department at Mackenzie Investments is looking for a dedicated Coordinator, Client Solutions to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our Registered Disability Savings Product (RDSP) on the Unitrax system.

As a Coordinator Client Solutions, you will have the opportunity to do your best work by

• Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of the Registered Disability Savings Product and other specialized administrative services ensuring requests are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.
• Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.
• Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

To be successful in this role, you have:

• Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
• Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.
• Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
• Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
• Communication: Excellent written and oral communication skills.
• Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
• Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.
• Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.

Benefits***:***

• 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: competitive health and dental coverage; employer sponsored coverage for you and your family.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
• INSURANCE: employer sponsored short-term and long-term disability.
• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks 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 background).

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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

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