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    Planning Coordinator Intern - Toronto, ON, Canada - Mackenzie Investments

    Mackenzie Investments
    Mackenzie Investments Toronto, ON, Canada

    1 week ago

    Default job background
    Description
    IGM Financial Inc.

    is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

    The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

    Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

    Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.

    Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
    At Mackenzie Investments You Can Build Your Career with Confidence.

    We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

    We are proud to be recognized as one of Greater Toronto's Top Employers by Mediacorp Canada Inc.

    for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

    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'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.

    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 and investment products.

    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 a variety of registered and non-registered investment products and other specialized administrative services ensuring requests are completed in accordance with Mackenzie's policies and procedures and compliance guidelines.

    Billingual in French and English
    Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
    Ability to problem solve and make decisions considering regulatory environments.
    Billingual communication skills in both English and French with excellent written and oral communication skills.

    Planning and Organization:
    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.

    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.

    In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.

    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.

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