Foundation Associate, Client Solutions

Job Description

Referral Level: Level 1

Mackenzie Investments

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

About Client Solutions

The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client

Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.

The Opportunity

The Client Solutions department at Mackenzie Investments is looking for an inspiring, energetic, and dynamic associates to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and best practices are applied.

As the Associate in Client Solutions, you will have the opportunity to do your best work by:

• Create effortless experiences for our clients. Execute client applications and trade instructions on FIMS, our book of Complete all daily and scheduled responsibilities with the focus of striving to complete all tasks with accuracy within the predefined timelines, while adhering to internal policies and best practices.
• Build and maintain relationships. Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies and Provide clear trading instructions to our business partners and B2B our clearing company.
• Share knowledge and support members. Help mentor new team members via side‑by‑side and/or job shadowing sessions. Provide support to Senior Specialists during busy periods.
• Participate in projects to improve processes in a collaborative manner. Represent the department on projects related to program administration & servicing.

To be successful in this role, you have:

• Client‑facing experience: 3 or more years of experience in a diverse client service-focused environment. Passion for creating and delivering outstanding customer experiences.
• Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
• Results-oriented mindset: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself.
• Strategic thinker: Ability to think, problem solve and make decisions in a fast-pasted dynamic deadline-oriented environment.
• Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management.
• Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.
• Education: Post-secondary degree in Business Administration and/or related Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures. Charitable administration experience. Bilingualism, French, and English would be an asset.

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 $49,000 - $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

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