Job Description

:
Grade : P7
Division : MI Products


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\xe2\x80\x99s 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\xe2\x80\x99s 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 \xe2\x80\x93 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.


Position


Mackenzie Private Wealth and the Product & Solutions Division at Mackenzie Investments is currently accepting applications for the position of a Senior Account Manager based out of our Toronto office. Reporting to the Director, Private Wealth, this individual will be responsible for Mackenzie Private Wealth new account onboarding and ongoing dedicated service to Mackenzie Private Wealth advisors and their Mackenzie Private Wealth accounts.


As a valued member of the Mackenzie Private Wealth team, your core responsibilities will include:

• Work with independent financial advisors to develop customized portfolio and wealth management solutions through the Mackenzie Private Wealth offering
• Support Mackenzie\xe2\x80\x99s Wholesalers, Business Development Managers and Sales Associates in their efforts to provide timely and proactive support for their high-net-worth advisor business
• Provide on-going product support to Mackenzie\xe2\x80\x99s Retail Sales Team and respond to their HNW inquiries
• Build and manage HNW business relationships with financial advisors and their Mackenzie Wholesaling Team
• Prepare customized proposals for advisors for use in their client presentations
• Coordinate the development of the Tax and Estate Summary Reports with Mackenzie\xe2\x80\x99s Tax and Estate Planning team for advisors who elect to use this option for their HNW family clients
• Communicate with Mackenzie Private Wealth\xe2\x80\x99s dedicated portfolio manager and Mackenzie Tax and Estate experts to assess investor suitability of recommended portfolio solutions.
• Assess features and compare competitive HNW offerings relative to Mackenzie Private Wealth and Mackenzie\xe2\x80\x99s products and solutions.
• Utilize customized software applications to produce HNW product analysis and sales materials as required
• Overall account management responsibilities for a book of Mackenzie Private Wealth HNW client accounts - responding to internal inquiries and external inquiries from dealers, advisors; coordination of annual portfolio reviews.
• Resolving Mackenzie Private Wealth account and portfolio related problems for financial advisors and clients.
• Assist in the development and updating of product-related material
• Contribute to the development and structure of new Mackenzie Private Wealth product offerings and projects as required

The following qualifications are required of the successful candidate:

• At least 2-5 years of financial industry experience
• Sales and/or marketing experience
• Ability to translate complex concepts into marketable ideas and materials for wholesalers and financial advisors
• Basic understanding of equity, fixed income assets and derivatives
• Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP would be considered an asset
• Proficient PC skills including working knowledge of Excel and Word
• Sound technical knowledge of Mackenzie mutual fund products & solutions
• Sound knowledge of Canadian tax regulations related to mutual funds, financial planning opportunities and estate planning
• Demonstrated exceptional customer service to HNW clients and financial advisors
• Self-starter with excellent communication skills, both written and verbal
• Excellent attention to detail, problem-solving, organizational and analytical skills
• Strong interpersonal skills and the ability to work in an interdependent team environment as well as independently with minimal supervision
• Related industry experience working with HNW clients and financial advisors
• An ability to exceed customer expectations in terms of efficiency, certainty and professionalism
• An effort to seek out continuous improvement, and general efficiency

Please visit our c areer page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers


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.


Please apply by December 1, 2023.


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