Bilingual Foundation Associate – Strategic Charitable Giving Foundation

Job Description

Grade : S5

Division : IGM Asset Management Operations

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.

Mackenzie Investments 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.

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 record.

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 procedures. 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 and 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 field.
• Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment

products, and services, policies, and procedures. Charitable administration experience.

• Bilingualism, English and French is required.
30+ days ago