Manager, Client Solutions

Mackenzie Investments

Toronto, ON, CA

1d ago

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, Mackenzie Investments and Investment Planning Counsel.

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 Greater Toronto’s Top Employers (2022) 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.

The Opportunity

The Client Solutions department at Mackenzie Investments is looking for an inspiring, energetic, and dynamic Manager to join our team.

Reporting to the Senior Client Solutions Manager, the successful candidate will be responsible for coaching and developing team members of the Private Wealth, and Trade Settlement teams, with a focus on maximizing quality and productivity achieved while completing client requests.

Participate in new product development and implementation. Collaborate with internal and external Business partners to complete projects.

The Manager is responsible for the daily operations of the business unit and is knowledgeable in the unit's functions so that the resources are managed efficiently and effectively.

The Manager must also work with their teams on strategic initiatives that support employee development and increase engagement while continuing to provide the best possible client experience.

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

Leading teams of associates and coordinators to achieve their developmental goals . Provide regular coaching to help your team members grow.

Manage team’s performance with a focus on achieving and exceeding quality and productivity targets. Initiates cross training for job enrichment, efficiency gains and career progression.

Identifying opportunities for change and optimization in a collaborative manner. Close collaboration with internal business partners to continuously improve business processes in day-to-day activities.

Proactively maintaining knowledge of business unit policy and procedures and communicates changes as required. Develop and implement new procedures for new products.

Refining and monitoring departmental goals and initiatives. Manage workflow to ensure service levels are achieved and team resources are utilized efficiently.

Continually evaluating productivity and quality results and provides timely coaching to team members.

Creating effortless experiences for our clients . Apply business knowledge to contribute to the resolution of escalated and time sensitive issues.

Assist and manage business process improvement initiatives within Client Solutions, including providing project representation on departmental, divisional, or corporate initiative.

Growing the team . Participate in recruiting, hiring, and on-boarding of new employees to support fluctuating business volumes.

To be successful in this role, you have :

Client-facing experience : 5 or more years of experience in a diverse client service focused environment. Passion for creating and delivering outstanding customer experiences

Demonstrated passion for leading people : Knowledge and experience in building high-performing teams, providing opportunities for employee development through coaching.

Proven experience of managing teams through change.

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 delegate and meet strict deadlines and the ability to set high goals and standards for the team and yourself.

Strategic thinker : Ability to think, problem solve and make decision in a fast-pasted dynamic deadline-oriented environment.

Communication : Excellent written and oral communication and an ability to interact effectively with frontline staff to 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. Superior knowledge if the financial services, mutual fund industry, investment products and services, policies and procedures.

Industry related courses such as CSC, IFC would be an asset

Please visit our career page by clicking on the following link :

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

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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