Job Description:
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.
The Client Relations department is currently looking for a committed and people-oriented knowledge expert to join the Access Line team as a Client Service Specialist – Bilingual (English and French) preferred. This is a full-time position within the team.
The Client Service Specialist is a leadership role within the department, and contributes to the Client Relations strategy by resolving issues for advisors and clients, which ultimately impacts advisor perception, Customer Effort Score and First Contact Resolution. The Access Line resolves issues for advisors either by working with the advisor directly, or by supporting fellow Client Relations team members and other partners within the company by enabling them to resolve those issues. The Access Line team are also the privacy experts within Client Relations, working with the CR leadership and Compliance teams to safeguard our clients’ personal information.
As a key member of the team, you will have the opportunity to:
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Positively impact advisor perception, CES and FCR
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Mentor and coach CRRs to enable them to provide stellar service and resolve issues for their callers, using your exceptional knowledge, skill and experience
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Work with the Client Relations leadership team to bring forward innovative ideas to continually improve, to continue to drive the advisor experience forward
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Work with the distribution teams and other partners within the company, either through project work or the sales support process, giving you exposure to other areas of the company and different project methodologies
The successful candidate will possess:
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Service-oriented mindset, with the ability to determine the urgency of each situation
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Highly-developed emotional intelligence and empathy, in order to build trust with your contacts
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Resilience and adaptability, and the ability to work well under pressure
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Coaching ability to enable you to elevate the knowledge and skill level of the department
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Persuasive and diplomatic communication skills
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Creative problem-solving abilities
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In-depth knowledge of mutual fund industry practices, and of Mackenzie’s policies, procedures, products, services and online offerings
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Bilingual (English and French) is preferred
The expected annual base salary range for this role is $56,000 - $80,000, 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 benefits, retirement and savings plan, paid time off and career development.
Benefits:
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COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
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EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
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RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
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WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
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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).
IGM 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.
Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.
Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.
We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.
Please apply by July 23 2026.
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