Bilingual Snr Client Relations Representative - Toronto, Canada - Mackenzie Financial Corporation

Mackenzie Financial Corporation

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description:

Grade:
S5**
Division: IGM-CSO**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 and Mackenzie Investments

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. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.
We are proud to be recognized as one of Canada'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.**Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

The Role:

As a valued member of the client relations team, your responsibilities will include:

Client Experience Excellence:

Educating clients on Mackenzie products and services
Providing superior customer experiences by guiding our clients towards an appropriate solution
Building relationships with our clients to create loyalty towards Mackenzie Investments

Business Initiatives:

Support business goals and needs to be a leader in the industry
Participate in focus groups and provide valuable feedback to enhance the client experience
Ability to recognize opportunities for sales growth and process improvements

Why Work with our Client Relations Team?

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.

We are Challengers:

Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
Challenging work & fast paced work environment
Opportunities for innovation and idea sharing are provided on both department and corporate level

A Career that outperforms:

Gain a strong understanding of the financial services & mutual fund industry
Exposure to various roles within the industry through collaboration with internal partners
Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development

A Community that invests in Communities:

Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
Flexible rotating shift from 8:00am to 6:00pm
Work from home opportunities
A culture that recognizes and celebrates employee milestones and accomplishments
Financial support offered for employees to complete industryrelated courses/certifications
Strong customer service and interpersonal skills

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Bilingual (French & English) is required:

Excellent verbal and written communication
Sound judgment and decisionmaking capabilities
Ability to recognize opportunities for sales growth and process improvements
Postsecondary education in a related field or a keen interest in the financial industry
Effective time management skills who can perform in a fastpaced, deadline oriented environment
Successful completion of the Canadian Securities Course and/or IFIC is preferred
Proficient knowledge of Microsoft Office Suite Products

Mackenzie Investments 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.

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