Mackenzie Investments

  • Director, Events Planning

    Job Location CA-ON-Toronto
    Posted Date 2 weeks ago(5/7/2018 3:20 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Years of Experience
  • Job Description

    Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $61.3 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $142 billion.


    Our Vision

    Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.


    Our Values

    Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

    At Mackenzie Investments you can Build Your Career with Confidence by:

    Changing the Game:  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.

    Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

    Being Proud: As a 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.

    Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

    Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

    Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.

    The Retail Distribution Department at Mackenzie Investments is currently accepting applications for the position of Director, Events Planning.  Reporting to the Assistant Vice President, Planning and Sales Effectiveness, the Director, Events Planning will be responsible for building and managing plans that support the achievement of Retail Distribution’s strategic priorities and goals.  In addition, the Director will supervise the development of logistical event plans for Institutional Sales & Service and Corporate. 


    This includes annual event planning, budget development and management, event team development and management, identifying opportunities for improvement and efficiencies via post analysis and a sound understanding of industry trends.


    As a valued member of the Retail Distribution team your core responsibilities will include:


    Annual Event Planning

    • Supporting AVP in preparing event strategies and plans to support achievement of business objectives and priorities
    • Keeping abreast of industry trends and exploring new opportunities
    • Draws upon past events and ROI analysis to make recommendations
    • Identify efficiency opportunities based on past experiences e.g. contract negotiations, changes to approach, etc.


    Budget Development and Management

    • Manage annual budget for all Retail Distribution events
    • Manage events team budget
    • Lead, manage and ensure all event budgets meet compliance protocols
    • Supervise budget reconciliations and adherence to compliance guidelines – pre- and post
    • Ensure events are on or under budget

    Event Team Management

    • Owns and supervises event planning, including content and logistics for approximately 100 events per year
    • Establishes and reinforces event planning processes e.g. before, during and after event
    • Oversees the Events team which includes:
      • Managing direct reports’ performance review cycle e.g. annual goal setting for formal interim and year end reviews
      • Developing and mentoring team members
      • Allocating events to ensure adequate and effective coverage and balanced workloads
      • Manages group culture to ensure a cohesive and motivated team atmosphere
      • Rewards and recognizes desired behaviors and results
      • Provides coaching, mentoring and guidance to staff and encourage career development
    • Develops and regularly reviews team structure
    • Develops job descriptions and facilitates evaluation of the same and maintains and event planner pipeline


    Leads the effective management of Retail Distribution Events and Programs

    • Lead contact for all distribution events (preplanning, on site execution, post planning and follow, tracking and reporting)
    • Controls, manages and organizes budgets (tracking and managing to actual)
    • Negotiate with vendors on prices and contracts to maximize efficiencies
    • Ensures adherence to event planning process, pre, during and post
    • Ensures effective communication relating to all events
    • Provides regular status reports for all events including an events calendar
    • Leads the management of the CE credit application, approval and distribution process
    • Responsible for reporting back on event successes and opportunities for improvement
    • Responsible for all communications relating to events, conferences, special events (regional and national)
    • Keep abreast of changing environment and shares and applies learnings where appropriate
    • Take on assigned duties as required


    Supervises Event Planners responsible for building and executing event plans including: 

    • Sourcing venues and managing all aspects of events relating to F&B, hotel contracts, contract negotiations, space planning, registration, events and dinners, companion programs, post event follow up, etc
    • Conducting site inspections and selection of partners at venues
    • All processes related to getting an event set up and ready for implementation and exceptional execution
    • Effective internal and external flow of communication with respect to conferences and/or events
    • Liaise and work with event management vendors, partners
    • Lead contact person for internal and external participants of events
    • Accountable for successful execution of events


    Identifies improvement opportunities across key areas of responsibility including but not limited to:

    • Event planning process
    • Advisor registration process
    • PM Access
    • Team effectiveness
    • CE Credit process
    • Compliance process
    • Event management process
    • Financial process
    • Advisor events in general


    The following qualifications are required of the successful candidate:

    • Strong relationship management skills
    • Budget planning and costs management experience
    • Demonstrated success in change management initiatives
    • Innovative problem-solving abilities
    • Strong analytical skills
    • Strong presentation, facilitation, interpersonal and coaching skills
    • Effective management of projects and timelines
    • A minimum of 5 years’ experience in events planning in a Sales environment
    • Minimum 2 years’ experience in a management/leadership role
    • Post-secondary education (Honours Bachelor or Master’s degree)
    • Completion of Canadian Securities and/or IFIC preferred.


    Internal Applicants:

    If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by May 15, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. 


    External Applicants:

    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 equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.



    File # 18-115


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