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Mackenzie Financial Corporation

Manager Client Solutions (Full Time Contract 18 Months)

Toronto, ON, Canada
Greater Toronto Area, ON, Canada

Pay: The expected annual base salary range (prorated for the term) for this role is $69,000-$86,000, which is determined based on geographic location and candidate’s skills, knowledge and experience.
Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 29, 2026

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Original job description

Job Description

Referral Level: Level 1

Mackenzie Investments

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 Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.

The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including contact center.

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 SCGF team, with a focus on maximizing quality and productivity achieved while completing client requests. Ensuring timely follow up and all element of contact management to internal and external business partners within the predefined timelines.

The Manager is responsible for overseeing the day-to-day operations of the business including all business controls. Knowledgeable in all areas of the charitable giving administration so that resources are managed efficiently and effective. Manager must have strong continuous improvement and customer service mindset. The Manager will 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 administrators 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.
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. Re-engineering and or refining business process flow to enhance overall experience service delivery change management

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

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. Charitable administration experience. Bilingualism, French and English would be an asset

The expected annual base salary range (prorated for the term) for this role is $69,000-$86,000, which is determined based on geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off (prorated for the term).

Benefits:

WORK LIFE BALANCE: hybrid & flex work arrangements.

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 October 7 2026.

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More about this job

Responsibilities

The Manager will lead and coach the Strategic Charitable Giving Foundation team to maximize quality and productivity while overseeing day-to-day operations. They are responsible for driving employee development, managing performance, and collaborating with internal partners to optimize business processes.

Requirements

Candidates must have at least 5 years of experience in a client-focused environment and demonstrated success in building high-performing teams. A post-secondary degree in Business Administration and strong knowledge of the financial services and mutual fund industry are required.

Skills

Team leadership
Coaching
Performance management
Client service
Strategic thinking
Change management
Relationship management
Data analysis
Financial services knowledge
Mutual fund industry knowledge
Charitable administration
Process improvement
Communication
Microsoft Office

Benefits

Paid time off
Hybrid work arrangements
Flexible work arrangements
Business resource groups

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Asset management
Financial planning
Charitable giving
Donor-advised funds
Contact center
Operational excellence
Regulatory requirements
Performance metrics
Business controls
Continuous improvement
Change management
Recruitment
Onboarding
Microsoft Office
Financial services
Mutual funds
Investment products
Client solutions
Team development

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