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Bilingual Client Service Representative

Company: Mackenzie Investments

Location: montreal (administrative region), London

Posted: June 16, 2026

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Position Details

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.

Role Summary

As 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.

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 toward an appropriate solution
  • Building relationships with our clients to create loyalty toward Mackenzie Investments
  • Proactive...