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Trade Settlement and Private Wealth Manager Category: Service Desk / End User Services
Main location: Canada, Ontario, Toronto
Position ID:J1026-1378
Employment Type: Full Time
Position Description: This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 1 days per week subject to change at any time.
Your future duties and responsibilities: Lead, coach, and develop team members, set clear expectations, and support performance, engagement, and professional growth.
Guide the team through change by communicating priorities, supporting adoption, and maintaining consistent service delivery.
Oversee day-to-day operations related to Mackenzie products, including Private Wealth and Trade Settlement activities, in accordance with established policies and procedures.
Build and maintain trusted relationships with clients, employees, leaders, and business partners to support effective collaboration and a high-quality client experience.
Communicate operational priorities, decisions, risks, and service updates clearly to stakeholders at all levels.
Monitor team performance, service standards, deadlines, and workload; address issues and escalate concerns in a timely manner.
Promote accuracy, strong controls, and compliance with operational policies and procedures. Identify risks and take appropriate action to reduce them.
Resolve escalated client and operational issues, working with relevant partners to reach timely and effective outcomes.
Identify opportunities to improve processes, controls, and operational efficiency, and lead the implementation of approved changes.
Encourage accountability, sound judgment, and continuous improvement across the team.
Required qualifications to be successful in this role: People Leadership and Development: Proven ability to lead, coach, and develop high-performing teams, including guiding teams through change.
Client and Relationship Management: Strong client-service focus and the ability to build trusted relationships with employees, peers, leaders, and business partners.
Communication and Influence: Excellent written and verbal communication skills, with the ability to engage and influence stakeholders at all levels.
Results and Accountability: Strong ownership and accountability, with the ability to set expectations, delegate effectively, manage priorities, and deliver results within deadlines.
Risk Management and Controls: A strong risk-management mindset, with a focus on accuracy, effective controls, timely escalation, and adherence to policies and procedures.
Strategic Thinking and Continuous Improvement: Strong problem-solving and decision-making skills, with the ability to improve processes, controls, and operational efficiency.
Business and Operational Knowledge: Strong knowledge of Mackenzie products, policies, and procedures, including Private Wealth and Trade Settlement roles and responsibilities.
Qualifications: Completion of the Canadian Investment Funds Course (CIFC) and/or relevant operations courses.
Assets
Canadian Securities Course (CSC)
Bilingual proficiency in English and French
"CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $75,000-$125,000. This role is an existing vacancy."
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Skills: - Client management
- Communication
- Continuous Improvement
- Financial Services
- Risk management
- Strategic thinking
