Bilingual Client Service Representative (English – Cantonese/Mandarin)

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.\nMackenzie 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.\nAt 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.\nJoin 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.\nAs 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.\nAs a valued member of the client relations team, your responsibilities will include:\nEducating clients on Mackenzie products and services\nAddressing inquiries from our clients through phone calls (inbound/outbound), emails, and fax\nProviding superior customer experiences by guiding our clients towards an appropriate solution\nBuilding relationships with our clients to create loyalty towards Mackenzie Investments\nProactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email, and/or phone\nFlexible rotating shift from 8:30 am to 6:00 pm \nHybrid office and remote work environment (3-day office attendance) 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 Requirements • Strong customer service and interpersonal skills • 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 • Bilingual in English \n– Cantonese/Mandarin is requirement Nice-to-haves • Related industry or call-centre experience is an asset • Successful completion of the Canadian Securities Course and/or IFIC is preferred Benefits • Competitive salary starting with bonus opportunities • 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 • 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)

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