Bilingual Senior Client Relations Representative

Mackenzie Investments; Montreal (administrative region); On-site; CAD 49,000 - 61,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Education/career support

Employee Share Purchase Plan

RRSP with employer match

Health and dental coverage

Paid volunteer days

Hybrid & flex work

BRG communities

Job summary

Mackenzie Investments, part of IGM Financial Inc., is hiring a Client Relations Representative in a hybrid role serving Financial Advisors, Dealers and Investors in Canada. You will handle inbound calls and emails, educate clients on products, and build lasting relationships to drive client satisfaction.

The role offers a flexible schedule (8:30 am to 6:00 pm), competitive compensation, and benefits within a supportive, inclusive team environment.

Qualifications

• Strong customer service and interpersonal skills.
• Bilingual (French and English); Cantonese and Mandarin are assets.
• Excellent verbal and written communication.
• Ability to recognize opportunities for sales growth and process improvements.
• Post-secondary education in a related field.
• Related industry or call-centre experience is an asset.
• Proficient knowledge of Microsoft Office Suite.

Responsibilities

• Educating clients on Mackenzie products and services.
• Addressing inquiries from 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.
• Flexible rotating shift from 8:30 am to 6:00 pm.
• Hybrid office and remote work environment (3-day office attendance).

Skills

Customer service

Interpersonal skills

Bilingual EN/FR

Cantonese

Mandarin

Verbal & written communication

Judgement

Sales opportunities

Time management

Education in related field

Call-centre experience

Canadian Securities Course / IFIC

MS Office Suite

Education

Post-secondary education in a related field

IFIC / Canadian Securities Course

Tools

Microsoft Office

Job description

Job Description

Referral Level: Level 1

Location: Toronto, Montreal

Mackenzie Investments

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.

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.

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 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)

• Three weeks of vacation and up to 10 paid personal/wellness days per year
• Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
• RRSP contributions with employer matching component and share purchase plans available to all employees
• Health and wellness program focused on four key pillars including physical, mental, social and financial wellness
• Employees are encouraged to get involved in charities and receive 2 paid days a year to volunteer
• Managers who support your development through coaching and managing opportunities
• Dress for your day policy
• A thorough Employee and Family Assistance program
• Competitive base salary, performance-weighted bonus, education/career support
• Employee benefits & insurance: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• 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).

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

The expected annual base salary range for this role is $48,800 - $61,000 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

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 & INSURANCE:competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

• 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.

IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an 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.

Artificial Intelligence in Recruitment:As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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

Please apply before September 14 2026.