Bilingual Client Service Representative

Mackenzie Financial Corporation•Toronto, ON

2d•CA$55,000 - CA$65,000•Hybrid

About The Position

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as 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. 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.

Requirements

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
Proficient knowledge of Microsoft Office Suite Products

Nice To Haves

Related industry or call-centre experience is an asset
Successful completion of the Canadian Securities Course and/or IFIC is preferred

Responsibilities

Educating clients on Mackenzie products and services
Addressing inquiries from our 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 through fax, email, and/or phone

Benefits

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 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 will receive paid time off to volunteer (up to 2 paid days per year)
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
option to join Employee Share Purchase Plan with employer matching component
competitive health and dental coverage
flexible plan for you and your family
short-term & long-term disability plans
voluntary Group RRSP enrolment with employer matching component
paid volunteer days
competitive time off including 10 wellness days off
WorkPerks discount program
hybrid & flex work arrangements