Senior Client Relations Representative

Mackenzie Investments; Quebec; Hybrid; CAD 47,000 - 58,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Education support

Employee share plan

Health coverage

Dental coverage

Disability plan

RRSP matching

Wellness days

Hybrid work

Diversity & Inclusion

Job summary

Mackenzie Investments in Canada is hiring a Client Relations Representative to support Financial Advisors, Dealers and Investors via inbound calls and email. You will educate clients on Mackenzie products and services and build lasting relationships to foster loyalty.

The role offers a hybrid work environment (3 days in the office) with opportunities for growth, comprehensive benefits, and a strong focus on customer experience in a fast-paced setting.

Qualifications

• 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 keen interest in the financial industry.
• Effective time management skills 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.

Responsibilities

• Educating clients on Mackenzie products and services.
• Addressing inquiries from our clients through phone calls, 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 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).

Skills

Customer service

Interpersonal skills

Communication

Time management

Sales awareness

Education

Post-secondary education in related field

Canadian Securities Course

IFIC

Tools

Microsoft Office

Job description

Job Description

Referral Level: Level 2

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.

We are Smart People in a Smart Industry:

• 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.

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

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 off,WorkPerksdiscount 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 for this role is $46,500 - $58,000, 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.

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 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.

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 Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by September 10 2026.