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Grade: P7
Division: MI-Product
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’s 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’s 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 – 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.
The Role
Reporting to the AVP, Shelf Management, Solutions & Accounts the successful applicant will be a key contributor on the team with core responsibilities related to the management of Mackenzie’s pricing strategy and principles across the retail and institutional product shelves, industry intelligence, and market research. This role will also be a key contributor on the team with core responsibilities related to developing the strategy and support of all investment solutions and account types offered by Mackenzie which are not centered around a specific investment mandate. The team is part of Mackenzie’s broader Product Development Team, and the Product Division.
- Maintain a database of competitive intelligence on investment industry pricing and pricing structures.
- Surface best practices, opportunities for improvement and actively participate in discussions and initiatives to improve Mackenzie's competitive position.
- Continuously monitor and evaluate Mackenzie's pricing in the context of the existing strategy and competitive trends.
- Conduct annual pricing reviews, surface opportunities to improve Mackenzie’s competitiveness and build out recommendations to senior management.
- Model financial impacts of pricing decisions and support the implementation of all pricing initiatives.
- Independently monitor and report on competitive market and regulatory developments which impact Mackenzie’s pricing competitiveness, liaise and collaborate with other internal and external sources of influence / knowledge.
- Analyze the investment industry to identify trends and understand how these findings impact Mackenzie’s business.
- Perform market and industry research and analysis to identify and assess strategic and tactical actions and implications for Mackenzie.
- Collaborate with Product, Marketing and Sales in driving the creation and continuous enhancement of dashboards and reports to track KPIs and deliver important data and insights.
- Independently monitor competitive market and regulatory developments which impact Mackenzie’s investment solutions and products structures, liaise and collaborate with other internal and external sources of influence / knowledge.
- Subject matter expert for all investment solutions, product structures and account types on Mackenzie's platform (including Systematic programs, Mackenzie GPS, U.S. dollar purchase options, registered plans (including TFSA, RDSP, RESP, FHSA etc.), Flexible Payout Service, Group Plans, Charitable Giving Program, One-Step DCA, and Private Investment Pools.
- Collaborate with Product, Marketing, Sales and Operations colleagues in driving the creation and review of all product promotion material for Investment Solutions.
The following qualifications are required of the successful candidate in addition to effectively collaborating with the broader Product Development Team, other members of the Product Division, and key stakeholders across the organization:
Analytical Skills
- Ability to apply analytical methods to facts and hypothesis to provide information in support decision making.
- Experienced in using different analytical tools to complete the required financial analysis.
- Apply sound judgment in constructing analysis and in formulating recommendations.
- Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen.
Presentation and Communication Skills
- Ability to create PowerPoint presentations with clear messaging, supported by sound analysis.
- Professional manner in dealing with both internal and external clients.
- Articulate in communicating with all levels of management.
- Ability to write and present concisely and persuasively.
Project Management Skills
- Coordinate resources from across the company in large-scale projects.
- Timeline driven and consistently meeting deadlines.
- Comfortable with handling multiple concurring problems and priorities.
Additional qualifications
- Seen as a source of information and influence in industry and competitive research information, having an in-depth understanding of the industry and the global / domestic competitive landscape for retail, strategic alliance and institutional business lines.
- A university degree in a business or finance-related discipline.
- 5+ years of increasing experience in the area of financial analysis in a financial services environment (preferably in the investment / asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations to senior management.
- Enrollment in the CFA program is an asset.
- Experience with SQL.
- Proficient with Tableau and/or other visualization tools.
- Proficient with industry research platforms required to access comprehensive data and independent analysis on investment funds, e.g. Morningstar Direct, Simfund.
- Advanced proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.
Please visit our career 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 providinga 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 April 10, 2024.
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Grade: S4
Division: IGM Client Services Operations
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’s 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’s 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 – 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.
DEPARTMENT SUMMARY: The Clearing and Settlements team is responsible for managing post-trade processes for Mutual Funds, Equities, Fixed income and GIC transactions. The primary objective is to provide accurate and timely execution of settlement and reconciliation activities. In addition to servicing our internal brokerage operations teams, we work closely with external key partners such as FundSERV, NBIN, GIC issuers and Mutual Fund manufacturers. The delivery of overall service excellence is adhered to by closely monitoring reports, analyzing, and tracking service standards.
POSITION SUMMARY: The Clearing and Settlement Coordinator will be responsible for providing efficient and timely post-trade activities; ensuring all administration work that is carried out is compliant with internal and regulatory procedures. Perform the activities accurately and in accordance with the agreed service level agreements or relevant client services deadlines in a cost-effective manner and in adherence to risk management guidelines. The position requires the ability to identify areas for continuous improvement that create efficiency and quality to workflow, processes, and procedures on an ongoing basis.
DUTIES INCLUDE:
- Perform post-trade processes in accordance with documented timelines in policies and procedures.
- Administration of reporting requirements
- Adherence to the risk and control framework, including team and departmental procedures.
- Assisting in the monitoring, analyzing and resolution of escalations in a timely manner.
- Provide support/resolution to internal departments by responding inquires through e-mail or call.
- Understanding of downstream internal/external client services chain impacts.
- Contribute to satisfactory results in all internal & external audits.
- Adhering to CIRO regulatory requirements and CSOX guidelines.
QUALIFICATIONS:
- Strong analytical & problem-solving skills, with a minimum of 2 years processing experience, preferably in the financial services industry.
- Ability to work in an environment with tight deadlines, changing priorities and work volumes.
- Excellent written and verbal communication skills
- Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook.
- Ability to work independently and in a team setting.
- Strong organizational skills with attention to detail.
- Excellent client service skills and ability to work effectively with other team members.
Please visit our career 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 April 9, 2024.
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#LI-Hybrid
Grade: P8
Division: IGM Technology
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 Financials’ 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’s 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 – 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
As a member of our Digital Technology team at IGM Financial, you will be joining a dynamic and highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. As a Senior Manager Digital Platform Management, you will be responsible for end to end platform engineering practice across the IGM Digital Platform, including sandbox environment management, logical access management, platform customizations, security and data management, etc. you will have an opportunity to partner up with business and technology stakeholders and external suppliers, contribute directly to the digital roadmap, work closely with our agile teams, and lead the successful execution of strategic initiatives for Digital Platform Management, delivering a differentiated experience and digital capabilities to IGM clients, advisors, and employees.
Responsibilities:
- Responsible for environment strategy and maintenance across Digital Platform
- Provide support for test data seeding and management
- Provide oversight for logical access management, user provisioning, permission sets design & configuration, etc. across Digital Platform
- Provide platform customizations (fields, page layouts, etc.)
- Create and manage reports and dashboards for Digital Platform
- Lead continuous improvement of Digital Platform in support of Salesforce implementations, applying methodology that adhere to Salesforce best practices for platform configurations, code documentation & maintenance, test classes for all custom development.
- Oversee the integration and maintenance of business applications to Salesforce, such as DocuSign, Mulesoft, SAP Hana etc.
- Manage inter-project dependencies and platform-level risks and actively address impediments
- Collaborate with the Digital Release Management team to support code deployments and release cycles for new features and fixes to new / existing digital applications.
The Successful Candidate Will Have the Following Experience
- Financial Services Industry experience required
- Salesforce platform experience required, such as Financial Services Cloud, Sales Cloud, Services Cloud & Marketing Cloud, etc.
- Hands-on Salesforce administration experience or Salesforce Administrator Certification required
- Experience with Agile methodologies such as SCRUM/KANBAN required
- Scaled agile certification and experience desired, e.g. SAFe
- Experience implementing Salesforce end-to-end and possess in-depth knowledge of the capabilities and limitations of Salesforce.
- Excellent problem-solving capabilities and decision-making instincts
- Excellent organizational, verbal and written communication, interpersonal and collaboration skills
- Experience with Data Extraction and Data Loading using Salesforce Data Loader, or other similar data management tools, such as Workbench, Excel, etc.
- Experience of Salesforce Declarative Programming and Administration (custom objects, build reports, assignment rules, flows and process builder), and Salesforce platform and architecture
- Experience with Salesforce APIs such as Object Reference, Metadata, Bulk, and MetadataComponentDependency APIs
- Demonstrated experience and knowledge of relational databases, data modelling
- Experience with web services (REST & SOAP, JSON & XML, etc.)
- Experiencing using a scripting language or tool such as Python, Bash, or PowerShell
- Experience and confidence using version management tools, specifically GitHub
- Experience with Atlassian tools such as JIRA, and Confluence
- Experience with automation tools and automated pipeline processes, specifically Jenkins and Jenkins pipeline
- University degree required
- Master’s degree in Technology or Business desired
The Successful Candidate Will Demonstrate the Following Core Competencies
- Change Management: Ability to successfully articulate and guide the others through change, while maintaining focus, intensity, and team cohesion.
- Versatility and Resilience: The successful candidate will be able to oversee multiple projects and excel in a complex and evolving portfolio. S/he will have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team.
- Development of Others: Ability to enable the personal and professional development of team members through effective leadership, empowerment, training, coaching, mentoring, motivation, and supervision.
Please visit our career 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 April 9, 2024.
#LI-JS2
#LI-Hybrid
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 Financials’ 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’s 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 – 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.
Product Management
- Create quarterly and/or monthly reports on investment strategies
- Collaborate with Investment Directors and Senior Investment Directors to create content for presentations to internal and external constituencies
- Conduct competitive analysis by analyzing assets and flows, competitive performance, and positioning of Mackenzie’s investment strategies; communicate results throughout the organization
- Articulate points of differentiation for Mackenzie products and strategies
- Support Marketing by creating content for fact sheets, brochures, and social media/web pages. Develop story lines for fund positioning and provide input on public relations, website, sales presentations, and talking points
- Create new analytical tools and frameworks
- Assist in developing long-term strategic business plans for existing products
- Assist in product positioning and competitive differentiation by helping define unique capabilities and benefits/value proposition to effectively retain existing clients
- Develop and communicate expertise on mutual fund and institutional industry trends
Product Development
- Contribute new product development ideas
- Build client-facing team passion for innovative new products
Business Partner
- Client advocate within the organization
- Extensive knowledge of investment philosophy, process, performance, and research
- Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
- Understand investment strategies, performance, and attribution analysis
- Develop deep partner relationships with all Mackenzie functional units
The following qualifications are required of the successful candidate:
- Solid understanding of capital markets and asset management, specifically in Alternatives
- Skill to manage multiple constituent relationships within the organization
- Excellent interpersonal skills, including excellent communication skills and product knowledge
- Must be a self-starter who is achievement-oriented, motivated and has proven problem solving skills in a client service role coupled with creative solutions
- Strong attention to detail with the ability to manage multiple tasks simultaneously
- MS Office (PowerPoint, Excel) and Morningstar proficiency is strongly preferred
Values and Personal Attributes
- Analytical, strategic thinker
- Ability to build relationships internally with all levels
- Comfort with ambiguity
- Flexible - comfort managing multiple complex tasks at once; prioritizing
- Creative, entrepreneurial spirit
- Ability to implement – not just analyze
- Intellectual rigor with a Team-oriented mindset
- Warm, friendly, collegial, and approachable
- Ability to relate well to all kinds of people
- Upbeat and Client-focused
- High integrity and Detail-oriented
Please visit our career 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 April 4, 2024.
#LI-JS2
#LI-Hybrid
Grade: D8
Division: MI-ISS
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’s 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’s 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 – 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.
The Strategic Partnership Department at Mackenzie Investments is currently accepting applications for District Vice President, Strategic Partnerships . Reporting to the Director, Strategic Partnerships, the Wholesaler will develop new accounts and support existing accounts for Mackenzie’s Strategic Partnerships.
As a valued member of the Strategic Partnership team your core responsibilities will include:
- Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects
- Superior ability to establish, build, and maintain strong relationships
- Conducting ongoing office sales calls to ensure continued support for Mackenzie products
- Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts.
- Preparing and conducting sales and training presentations on subjects including new and existing Mackenzie products, market position, and economic and market outlook as it pertains to Mackenzie products, etc.
- Providing feedback on the concerns and needs expressed by financial advisors and sharing sales and product ideas with the sales team.
- Working with Business Development Managers and Regional Sales Associates to improve sales potential by delegating projects and coordinating workload with them
- Lead territory expenses appropriately, to ensure the territory’s budget is on target. This includes: co-op, travel, promotional items and entertainment
- Requires frequent travel
- May be required to work on evenings and weekends
The following qualifications are required of the successful candidate:
- A minimum of 3 years’ relevant experience in a Sales environment
- Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
- Well-developed presentation skills
- Creative problem solver with the ability to exercise sound judgment in responding to questions and making decisions
- Team Player who works collaboratively with the Sales and Marketing teams and other areas to meet our customers’ needs
- Excellent knowledge of Mackenzie products/services and our distribution channels
- Thorough knowledge of the securities industry and the stock and bond markets
- Post-secondary education (business and/or marketing preferred)
- Successful completion of IFIC and/or CSC
- Enrolment or completion of Financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset
- Must be perfectly bilingual in French and English
Please visit our career 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 providinga 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 April 2, 2024
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#LI-Hybrid
Grade: P8
Division: IGM Risk, Audit & Sustainability
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 Financials’ 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’s 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.
Department Summary
The Risk Management (“Risk”) Function partners with the business to create a risk engaged culture, provide insights to mitigate threats and seize opportunities, and assesses the company's risk landscape relative to stakeholder expectations. Responsible for the second line oversight of financial, non-financial, strategic, and business risk management across the IGM group of companies, the Risk Function also has responsibility for Corporate Sustainability, CSOX and Insurance programs and administrative oversight of IGM Financials’ internal audit function.
Position
The Senior Manager, Risk Management provides support to the IG Wealth Management Risk Business Partner by working closely with internal stakeholders to ensure a proactive and integrated approach to managing risks across IG Wealth Management. The position reports to the AVP, Risk Management (IG Wealth Management Risk Business Partner), and is part of the broader risk management team under the leadership of IGM’s EVP and Chief Risk Officer.
Responsibilities
- Foster a strong risk culture within the organization, closely collaborating with business leaders to build a trusting relationship.
- Support the development of Risk and Control Self Assessments for the relevant business areas within IG Wealth Management.
- Assist in the facilitation of Risk Sessions with internal business partners and ensure the process is effective and drives meaningful results.
- In partnership with business leaders, support the development of Key Risk Indicators specific to IG Wealth Management.
- Support the development of risk assessments relating to key strategic initiatives including active participation in project leadership teams and working groups.
- Provide insights and recommendations to internal business partners relating to risk mitigation and continuous improvement opportunities.
- Support the development of reporting and presentation material delivered to Executive Management and other committees.
- Share strategic and risk insights gained with the broader risk team.
- Maintain ongoing awareness of developments and trends in the wealth management industry and risk management field.
Core Competency Requirements
- Hands-on, proactive and demonstrates a strong, collaborative, team first mentality.
- Solid knowledge of the wealth management industry.
- Able to respectfully challenge business unit’s risk assessments and mitigations/control activities and creatively develop approaches and solutions for complex issues.
- Advanced written communication skills, in particular, the ability to produce value-driven, clear, concise, and high impact reporting for consumption by executive management and board committees.
- Exceptional presentation and facilitation skills for various audiences.
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment.
- Superior collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment.
Experience Requirements
- Bachelor’s degree / post-secondary education (Commerce or Business Admin preferred)
- 5+ years Financial Services industry experience; wealth management preferred.
- Experience working with stakeholders at varying levels of the organization.
- Experience in a risk related role (i.e. Compliance, project risk management) would be considered an asset.
Please visit our career 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 April 1, 2024.
#LI-JS2
#LI-Hybrid
Grade: P8
Division: IGM Marketing
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 Financials’ 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’s 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.
The Marketing Department at IGM Financial (including Mackenzie Investments and IG Wealth Management) is currently accepting applications for the position of Senior Manager, Community Engagement. Reporting to the Director, Communications & Community Engagement, this role will be accountable for supporting the development and implementation of the IGM Community strategy including event activation, partnership development, sponsorship, budget management, and employee engagement.
You are:
- A high energy, hard-working person with a positive attitude
- Experienced in corporate social responsibility, working with the non-profit sector and social impact partners
- A strategic and driven community investment and social impact practitioner who loves meeting deadlines, paying attention to details, and producing high-quality deliverables
- Passionate about corporate social responsibility and building authentic brands that drive awareness and results around key social issues
- Able to travel as applicable.
You excel at:
- Planning and carrying out large-scale engagement campaigns that are fun, exciting, and relevant
- Managing employee committees and volunteers to ensure the best outcomes for the business
- Understanding the intersect between business and social impact objectives
- Developing community investment strategies
- Developing and maintaining positive relationships with business and community partners
- Creating compelling communications strategies that engage key stakeholders such as employees, advisors, clients and community partners
- Handling data, setting goals and key performance indicators, tracking progress and producing engaging reports.
The successful candidate’s primary responsibilities will include:
Program Development and Implementation
- Working with the Director to lead IG Wealth Management’s Empower Your Tomorrow and Mackenzie Together’s partnerships.
- Identifying, developing and nurturing new partnerships.
- Leading the execution of key large-scale initiatives, ensuring programs are carried out seamlessly, are completed on time and budget, and meet the objectives, goals, and ROI.
- Maintaining great relationships with our business and community partners, co-creating and executing impactful social impact programs.
- Managing the relationship with the employee communications team in order to implement effective employee engagement programs and initiatives.
Partner & Team Management
- Developing and maintaining productive and professional relationships with external partners, suppliers, colleagues, and internal stakeholders.
- Partnering with the business to best leverage partners, programs and events with an emphasis on supporting business, brand, and community objectives.
- Facilitating the effective internal collaboration with functions including Brands, Sustainability/ESG, DEI, Marketing, Communications, HR, PR, and Sales for maximum impact.
- Managing community team members including coaching, mentoring and annual development plans with clear objectives and KPIs.
- Assisting with problem resolution and raising issues to Director, as appropriate.
Promotion & engagement
- Liaising with the employee and advisor communications teams to effectively engage audiences with IGM’s Community platform.
- Collaborating with colleagues to ensure campaigns/plans are moving forward in a timely manner and are addressing the needs of internal stakeholders.
- Working collaboratively and creatively with partners in Brand, DE&I, PR, social media and communications to develop and recommend integrated engagement strategies.
- Creating content and managing approvals for a variety of external and internal materials.
- Leading the development of presentations, speaking notes, social media content, videos, and materials for web conferences and web pages.
The following qualifications will assist the successful candidate in carrying out these responsibilities:
- 6-10 years of experience working within a community investment or social impact role.
- University Degree within a related field (e.g., Business, Marketing, Corporate Social Responsibility, etc.)
- Experience implementing a social impact and community investment strategy.
- Working knowledge of capital markets and the financial services industry
- Excellent relationship management and communications skills
- Strong and versatile writer who can balance corporate tone with attention-grabbing storytelling.
- Excellent budget leadership skills.
- Critical thinking and creative problem solver with ability to thrive in a fast-paced and dynamic environment.
- Proven teammate who is a self-starter and proactive.
- Well-developed and proven project management skills.
- Bilingual (French) would be a strong asset.
Please visit our career 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 April 1, 2024.
#LI-JS2
#LI-Hybrid
Grade: P6
Division: MI Institutional Sales & Services
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 Financials’ 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’s 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 – 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.
The Mackenzie Institutional Sales & Service team is accepting applications for the position of Senior Analyst, Institutional Sales & Service based in Toronto, Ontario. The position reports to the Senior Manager, Institutional Service. This is a multi-faceted role that involves sales support, client servicing and acting as a liaison between various internal partners. It requires a thorough understanding of the assigned clients’ requirements, an in-depth knowledge of the firm’s products and services and the experience needed to cover large/complex relationships.
The successful candidate will:
- Spearhead and manage client onboarding and account closure process (IMAs, Guidelines, KYC/AML, etc.).
- Serve as an internal point of contact for an assigned list of Client portfolios, responding to inquiries and service requests (contributions, withdrawals, consultant and audit requests, contract amendments, etc.).
- Collaborates with internal (sales, portfolio management, trading, legal, compliance, operations) and external (clients, transition managers, consultants, custodians) partners to deliver products, resolve operational issues and provide high quality service to clients.
- Conducts thorough meeting preparation, coordinates prep calls and all follow-ups.
- Prepare and customize materials for client review meetings. Prepare and review client reports and other monthly/quarterly/annual deliverables.
- Document and ensure all sales and client service activities are tracked in the firm’s CRM system.
- Liaise with product, portfolio analytics and other key stakeholders to ensure the timely, accurate and comprehensive updating of consultant databases and other material to support RFPs/DDQs
- Produce product related material including sales and client presentations as assigned.
- Provide responses to ad-hoc requests from across the Institutional team.
- Identify opportunities to increase effectiveness of the consultant databases including expanding coverage, enhancing the Mackenzie profile, and providing insights for sales.
- Prepare monthly and quarterly client reporting for assigned accounts on a timely basis.
- Project and administrative functions as assigned.
The following qualifications are required of the successful candidate:
- Post-secondary education degree
- Minimum of 3-5 years’ experience managing direct client relationships in an investment management firm or investment consulting firm
- Experience managing relationships with institutional clients, including supporting client meetings and due diligence processes
- Strong customer service experience, including a high degree of organizational and problem-solving skills to deal with diverse and complex clients
- Excellent written and verbal communication skills
- Exceptional organizational skills and follow-through capabilities with the ability to schedule, plan and meet deadlines
- Demonstrated ability to manage multiple projects with varying priorities
- Strong ability to work effectively under pressure and within a distributed team environment across different office locations
- CFA, MBA or pursuit of designation are considered an asset
- Advanced PC skills, including Word, Excel and PowerPoint
- Knowledge of eVestment, Morningstar, Salesforce considered an asset
- Demonstrated exceptional attention to detail is a strict requirement for this position
Please visit our career 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 April 12, 2024.
#LI-JS2
#LI-Hybrid
Grade: S5
Division: IGM-CSO
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’s 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’s 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 – 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.
The Role:
As a Bilingual Senior 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 in-bound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
Client Experience Excellence:
- 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 towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
Business Initiatives:
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
Why Work with our Client Relations Team?
We are Smart People in a Smart Industry:
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
We are Challengers:
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
A Career that outperforms:
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
A Community that invests in Communities:
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 6:00pm
- Work from home opportunities
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry-related courses/certifications
The following qualifications will assist the successful candidate:
- Strong customer service and interpersonal skills
- Bilingual (French & English) is required
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
Please visit our career 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 March 25, 2024.
Grade: S5
Division: IGM-CSO
Location: Toronto or Montreal
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’s 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’s 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 – 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.
The Role:
As a Bilingual Senior 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 in-bound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
Client Experience Excellence:
- 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 towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
Business Initiatives:
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
Why Work with our Client Relations Team?
We are Smart People in a Smart Industry:
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
We are Challengers:
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
A Career that outperforms:
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
A Community that invests in Communities:
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 6:00pm
- Work from home opportunities
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry-related courses/certifications
The following qualifications will assist the successful candidate:
- Strong customer service and interpersonal skills
- Bilingual (French & English) is required
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
Please visit our career 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 providinga 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 March 25, 2024.
#LI-JS2
#LI-Hybrid
Grade: S5
Division: IGM-CSO
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’s 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’s 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 – 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.
The Role:
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 in-bound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
Client Experience Excellence
- 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 towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
Business Initiatives
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
Why Work with our Client Relations Team?
We are Smart People in a Smart Industry:
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
We are Challengers:
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
A Career that outperforms:
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
A Community that invests in Communities
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 8:00pm
- Hybrid office and remote work environment
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry related courses/certifications
We Offer:
Mackenzie Investments is recognized among Greater Toronto’s Top Employers.
In addition to a competitive salary starting with bonus opportunities, we offer several flexible and advantageous benefits for you and your family:
- Three weeks of vacation and up to 10 paid personal/wellness days per year
- Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
- RRSP contributions and share purchase plans available to all employees
- Health and wellness program focused on four key pillars including physical, mental, social and financial wellness
- Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year)
- Managers who support your development through coaching and managing opportunities
- Dress for your day policy
- A thorough Employee and Family Assistance program
The following qualifications will assist the successful candidate:
- Strong customer service and interpersonal skills
- Bilingual (French, Asian & English) is an asset
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Related industry or call-centre experience is an asset
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
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 March 22, 2024.
Please visit our career 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 providinga 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 March 22, 2024.
#LI-JS2
#LI-Hybrid
Grade: P7
Division: IGM-TECH
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’s 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’s 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 – 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.
The Role:
As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.
The individual joining our team will be on the ground floor of a major, strategic, multi-year Program that will transform our Middle Office by implementing the Bank of New York Mellon’s (BNYM) OnCore and Eagle Platforms. Work streams include Trade Support, Portfolio Accounting/Investment Book of Record and Data & Analytics. A significant portion of the Systems Analysis work will relate to creating technical interface specifications. We follow the IGM Delivery Framework and leverage Jira (Kanban Board) and Confluence to track our work.
The successful candidate will have the following responsibilities:
- Works with the Lead Systems Analyst, Delivery Lead, Project Manager and other Team Members to create and/or collaborate on project deliverables eg technical/interface specifications, data mappings etc
- Decomposes and visualizes work into Jiras; attends standup meetings and advises on progress
- Supports the Testing efforts and will be involved in Interface/Integration Testing
The successful candidate will demonstrate the following core competencies and experience:
- Required Standard Items
- Five+ years of technical Systems/Data analysis or equivalent experience
- Experience working with Software Developers, Architects and Quality Assurance Analysts and to analyze technical solutions, test completed code, and complete a smooth implementation with business partners and external vendors/vendor solutions
- Knowledge of solution architecture, application development, application systems design, and integration patterns
- Ability to self-direct, own tasks, manage time to meet deadlines, and provide appropriate status to leadership
- Ability to manage multiple priorities in a face-paced work environment
- Capability to establish and maintain effective partnerships and relationships
- Knowledge/Domain and Industry Expertise (and/or equivalent experiences)
- Wealth Management/Capital Markets and Financial Services Industry knowledge
- Investment management and Fund Services systems / applications knowledge/experience – e.g. Bloomberg, FactSet, Eagle, OnCore, Wealth360 (Fund Accounting), InvestOne etc. and data associated with these systems
- Market data vendors and sourcing knowledge – e.g. benchmarks, reference data, economic data, ESG, etc
- Experience working in a technology project team environment and on projects involving the integration of disparate types of technologies/platforms
- Technical Skills (and/or equivalent experiences)
- Proficient in Data Mapping and creating System Specification documentation; ability to understand json and similar files
- Oracle SQL skills and experience performing data analysis
- Python, non-SQL DB (MongoDB), visualization tools (e.g. Tableau), cloud-based services/ tools
- Historical use of Confluence, Jira
- Estimating experience
- Bonus Points
- Experience with data transformation related projects
- Experience with BNYM’s OnCore or Eagle Platforms
- Post-secondary education in a related discipline
- Canadian Securities Course (CSC), CFA Levels
- Kanban or Scrum Certifications
- IIBA Certifications
- Project Management (PMP) and/or Change Management (CCMP, Prosci) Designations
Please visit our career 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 providinga 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 March 29, 2024.
#LI-JS2
#LI-Hybrid
Grade: P7
Division: IGM-TECH
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’s 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’s 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 – 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.
The Role:
As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.
This role works closely with business sponsors and business representatives to capture the systems objectives, evaluate the business case, and define solutions that are in alignment with the organizational system architecture. This role also works with Project Managers, Systems Architects, and Software Developers in a shared responsibility for project evaluation, quality and completion. Involvement with large scale projects involving multiple business areas as well as internal and external providers is anticipated. The role will require a strong understanding of the high level of complexity across business areas where both the impact and risk associated are high.
- The successful candidate will be working on our Finance, Audit and Risk team, and will be responsible for configuring SAP ECC Finance modules; specifically, FI, AP, AR, CO, MM. Our SAP ERP environment is ECC 6.0 Enhancement Pkg 8. Detailed knowledge of impacts to SAP configuration is required to support sustainment and project delivery.
- Candidate will have 10+ years of hands-on experience in SAP Configuration and Systems Analysis with large Program experience.
The successful candidate will have the following responsibilities:
- Liaises with business stakeholders to understand industry trends and business objectives to design the solution that will meet their decision support and management reporting needs.
- Defines and communicates systems requirements at the appropriate level of detail to ensure applications are flexible, open, scalable, available, testable, and maintainable within a high-volume production environment.
- Analyzes and conceptualizes the design of the solution, working with the Systems Architect, Vendors and Software Developer to achieve the client stakeholder objectives through effective deployment of technology.
- Applies both in-depth business and technical knowledge, to successfully represent the business and technology community in arriving at technical solutions.
- Works with and collaborates with internal and external technology partners in meeting the needs of Finance, Audit and Risk.
- Producing knowledge-sharing documentation and providing technical guidance to junior team members.
The successful candidate will demonstrate the following core competencies and experience:
- Positive attitude, keeping a constant watch on how to do things better
- Adaptability and a willingness to take on new challenges
- Demonstrated ability to provide technology recommendations to the business
- Experience working with developers to design and analyze alternative technical solutions, test completed code and complete a smooth implementation with business partners
- Proficient analytical, troubleshooting, and debugging skills
- Advanced knowledge, experience, and understanding of architecture, application development, application systems design, and integration
- Demonstrated proficiency in a team environment with projects involving the integration of disparate types of technologies/platforms and agile development
- Experienced in providing operational and sustainment services
- Proven capabilities in establishing and maintaining effective partnerships and relationships
- Strong communication skills (oral, written, facilitation, presentation) and facilitation skills
- Demonstrated initiative and leadership abilities - comfortable managing issues in cross functional teams
- Conflict and issue resolution and escalation
- Post-secondary education in a related discipline
In addition, the following competencies would be highly valued and considered more favorably:
- Knowledge of the Wealth Management and the Financial Services industry
- Experience with SAP, S4 Conversion,
- Experience with SWIFT
- Experience with SAP Concur
- Canadian accounting knowledge / designation
Please visit our career 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 providinga 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 March 15 2024.
#LI-JS2
#LI-Hybrid
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’s 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’s 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 – 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.
Role & Responsibility
The Director of Identity & Access Management (IAM) will help lead and scale a team of experienced specialists in the Identity and Access Management, Privileged Access Management, Governance and Administration space. This is a senior leadership role accountable for the strategic direction and governance of the IAM program across IGM. This role directs the planning, design, development, implementation, deployment, and operations of the overall IAM program and team.
The candidate must have hands-on experience in engineering solutions in the Identity and Access Management, Governance and Administration space (Design and Build) in their previous roles.
Key Capabilities & Responsibilities
- Develop an enterprise strategy for Identity and Access Management while ensuring scalability, dependability, and flexibility of the IAM platform
- Responsible for the establishment and maintenance of an IGM Identity, Access, Governance and Audit Management Framework that ensures a comprehensive, requirements-driven approach to planning, implementation, administration, operations, measurement, and communication
- Work across teams to document and share IAM best practices for clients, employees, and partners
- Ensure overall IT strategy and architecture plans, corporate security and operational standards are translated into IAM services, methods, and technologies as they align with leading IAM practices
- Lead the planning, design, implementation, deployment, and maintenance of the IAM platform
- Hire outstanding talent that can work in high performing teams
- Manage, coach, lead and develop a staff of IAM personnel and provide leadership to a distributed team
- Advise senior management on IAM-related risks and security posture
- Communicate with staff and executives on objectives, priorities, performance targets and standards, plans, unit accomplishments, and budget reports on a regular basis
- Deliver subject matter expertise of Microsoft Windows Active Directory and Azure Active Directory with emphasis on architectural design, migration, management, and support of implementations
- Deliver subject matter expertise of SailPoint IdentityNow and Identity Governance and Administration lifecycle
- Deliver subject matter expertise of Privileged Access Management (PAM) platforms (e.g. CyberArk)
- Drive a high degree of automation using ServiceNow integration with IAM and PAM platforms
- Lead in the creation of detailed design and define technical solutions that consider the enterprise architecture strategies, current state environment and constraints
- Strong knowledge of secure-by-design and privacy-by-design concepts
Implementation Experience
- Must have hands-on experience developing and deploying large-scale enterprise Identity Governance & Administration solutions, including Identity Management (Provisioning, Enrolment, De-provisioning), Access Management, Authentication, Authorization, Role Based Access Control (RBAC), Identity Governance (Attestation, Re-certification, Reconciliation), Identity Federation, Single Sign-On (Desktop SSO, Web SSO, eSSO), Privileged Access/User Management (PAM/PUM), Security and IAM management for cloud based solutions, including IaaS, PaaS, SaaS and IDaaS, Social Login, Identity Analytics, Identity Trust Frameworks
- In previous roles, must have hands-on experience to install, configure, test, maintain and troubleshoot Identity, Access, Governance and Audit Management platforms, e.g. SailPoint IIQ IdentityNow, Azure Active Directory, Windows Active Directory, CyberArk
- Strong experience with Privileged Access Management Solutions (CyberArk, etc.)
- Deep knowledge of Microsoft M365 Identity platform including Azure Active Directory Identity Protection, Multi-Factor Authentication (2FA, biometric, etc.), Advanced Threat Protection, Microsoft Intune, and Conditional Access Policies, etc.
- Directory Services – Active Directory and associated roles including Domain Services (AD DS), Certificate Services (AD CS), Domain Name System (DNS), Rights Management Services (AD RMS), Federation Services (AD FS), Lightweight Directory Services (AD LDS)
- Subject matter expert in the following IAM Technologies: LDAP, SAML, OAuth, OpenID Connect (OIDC), XAML, NAPPS, WS-Fed, FIDO, UMA, SCIM, IWA, etc.
- Hands-on experience in designing and implementing integrations with ServiceNow and end-to-end workflow automation for full circle fulfillment
- Governance, planning, and delivery of enterprise-level IAM program based on zero-trust (Identity, access, privileged access, SSO federation, cloud, MFA)
- Experience in implementing security hardening in cloud-based systems, endpoint, and cloud infrastructure
- Design of SIEM use cases and playbooks and detection and response plans as it relates to IAM
- Maintain security, backup, and redundancy strategies for IAM platforms
- Document standard operating procedures and protocols
- Lead in the creation and updates of technical project documentation (i.e. technical and configuration runbook, implementation plan, etc.)
- Experience in leading the team in supporting Level 2, 3 and/or 4 escalation for production incidents
Qualifications
- 8+ years of hands-on working experience in the participation of engineering and design of IAM platforms with SailPoint IdentityNow platform
- Passionate about evangelizing standards around identity protection and security
- Strong core foundation experience in cloud technologies and services
- Education at the bachelor or master level in Computer Science or equivalent technology related experience
- Excellent knowledge and relevant experience in security domains related to Identity and Access Management and Operations.
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment
- Superior leadership, collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment.
- Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors
- Strong desire to implement change and contribute to the organization
- Experience of working with new and disruptive technologies would be a definite asset
- One or more industry recognized information professional designations (CISSP, CISM, etc.)
- Knowledge of the Financial Services industry regulations
Soft Skills
- Relationship Management:
- Proven ability to establish and build healthy working relations and partnerships with clients, vendors and peers
- Possess effective communication and interpersonal skills, and executive presence
- Highly credible with senior executives while also able to connect and build trust- based relationships with stakeholders at all levels of an organization
- Gain commitment, trust and support from others and will be able to sell ideas inside and outside the organization
- Influence & Focus:
- Ability to focus/align the organization around critical initiatives, best practices and guiding principles
- Exceptional influencing skills and will work transparently and cooperatively with the cross-functional teams, effectively engaging all pertinent stakeholders, both internal and external
- Determination:
- The successful candidate will not be afraid to challenge the status quo
- Exhibit a mindset of creativity, determination, and an energetic drive to succeed
- Have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team
- Versatility and Resilience:
- Able to oversee multiple projects and excel in a complex and evolving portfolio
- Demonstrate appropriate flexibility in all situations and will be comfortable with ambiguity, while pivoting from macro to micro issues, from shaping the technology, innovation, digital, and strategy agenda through to the day-to- day details of operations and compliance issues
- Integrity:
- Adhere to the highest standards of personal and professional integrity and will set a positive example for others
- People Management:
- Provide leadership and effective management of staff
- Accountable to influence employee commitment to the organization, to the team, and to their job
- Set appropriate context when assigning work to link the employee’s work to organizational/ business unit goals
- Lead and build a team and individual capabilities to ensure employees can perform to job requirements
Please visit our career 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 providinga 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 April 8, 2024.
#LI-JS2
#LI-Hybrid
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’s 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’s 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 – 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.
Role& Responsibility
The Senior Security Platform Specialist is a member of the Identity and Access Management (IAM) team responsible for operating and maintaining Identity Management, Secrets Management and Privileged Access Management (PAM) platforms for the enterprise.
The Senior IAM Architect will work with project teams to architect secure IAM and PAM solutions destined for multi-cloud and on-prem environments.
Working with business, security, and other technical team members, the IAM Architect will assist with technical security architectural requirements, design, and delivery of the SailPoint IdentityNow, Active Directory, Secrets Management and Privileged Access Management platforms. This role will lead the development of toolsets that brings centralization, security, and timely access to resources and will work closely with IAM Engineering, Operations and DevOps team members.
This is a deep technical, delivery and leadership-oriented role, and provides a unique opportunity to work closely with numerous business and functional areas across IGM.
Key Capabilities & Responsibilities
- Define strategic security architectures across hybrid technology stacks and cloud hosted IAM, PAM and Secrets Management platforms
- Act as an SME in IAM and PAM platforms on evaluating, designing, and testing solutions and technologies, aligned with the enterprise security platforms, including SailPoint IdentityNow, CyberArk PAM, HashiCorp Vault for Secrets Management, Microsoft Active Directory and Azure Active Directory
- Define solutions realizing workforce and customer IAM capabilities, develop and evolve solution architectures and designs, demonstrate solutions meet stakeholders’ requirements, and obtain approval on the architectures and designs at the architecture review board
- Deliver architectures and designs in both agile and iterative waterfall project delivery models, and propose and implement enhancements to improve the viability of the solutions to meet program timelines, budget, and quality measurements
- Author patterns to drive reuse of IAM, PAM and Secrets Management solutions across IGM
- Be an authoritative and trusted partner with deep, practical experience in workforce and customer IAM, Secrets Management, PAM and solution architecture best practices to various business and functional areas across IGM, as well as to various risk management and governance functions
- Liaise with cloud, integration, data, digital, security and infrastructure architecture, development, and engineering teams to ensure that all solution architecture views are defined and elaborated
- Develop documentation, architectural, design and workflow diagrams, and test scripts
- Identify and communicate high-level gaps and issues in primary functional areas
- Review solutions to ensure new and existing applications are implemented to the standards utilizing the RBAC and Zero Trust Security Frameworks
- Proactively identify security technology reuse goals and opportunities
- Direct the research and evaluation of emerging IAM and PAM technologies, industry, and market trends; and ensure recommendations are based on business relevance, current standards and best practices, appropriate timing, and deployment
- Identify potential risks of projects, document and address those risks and work with other teams to resolve issues
Implementation Experience
- Must have hands-on experience designing and deploying large-scale enterprise Identity Governance & Administration solutions, including Identity Management (Provisioning, Enrolment, De-provisioning), Access Management, Authentication, Authorization, Role Based Access Control (RBAC), Identity Governance (Attestation, Re-certification, Reconciliation), Identity Federation, Single Sign-On (Desktop SSO, Web SSO, eSSO), Privileged Access/User Management (PAM/PUM), Security and IAM management for cloud based solutions, including IaaS, PaaS, SaaS and IDaaS, Social Login, Identity Analytics, Identity Trust Frameworks
- Must have hands-on experience to install, configure, test, maintain and troubleshoot Identity, Access, Governance and Audit Management platforms, e.g. SailPoint IIQ IdentityNow, Azure Active Directory, Windows Active Directory, CyberArk
- Strong architecture experience with Privileged Access Management Solutions (CyberArk, etc.)
- Strong knowledge of Directory Services – Active Directory and Azure Active Directory
- Subject matter expert in the following IAM Technologies: LDAP, SAML, OAuth, OpenID Connect (OIDC), XAML, NAPPS, WS-Fed, FIDO, UMA, SCIM, IWA, etc.
- Hands-on experience in designing and implementing integrations with ServiceNow and end-to-end workflow automation for full circle fulfillment
- Governance, planning, and delivery of enterprise-level IAM program based on zero-trust (Identity, access, privileged access, SSO federation, cloud, MFA)
- Experience in implementing security hardening in cloud-based systems, endpoint, and cloud infrastructure
- Design of SIEM use cases and playbooks and detection and response plans as it relates to IAM
- Maintain security, backup, and redundancy strategies for IAM platforms
- Document standard operating procedures and protocols
- Lead in the creation and updates of technical project documentation (i.e. technical and configuration runbook, implementation plan, etc.)
- Experience in leading the team in supporting Level 2, 3 and/or 4 escalation for production incidents
In Scope Key Candidate Skills
- Greenfield Identity & Access Management Platforms
- SailPoint IdentityNow
- CyberArk Privileged Access Management
- HashiCorp Vault
- Windows Active Directory
- Azure Active Directory
- Authentication & Authorization Protocols (SAML, OAuth, OIDC)
- Azure AD Privileged Identity Management (PIM)
- Zero-Trust and NIST Identity Frameworks
- Multi-Factor Authentication
- Least Privilege RBAC and Segregation of Duties
- Microsoft M365
- Cloud Platform IAM (Azure, GCP, AWS)
- Infrastructure as Code
- PowerShell
Qualifications
- A University degree plus at least 5 years' experience with IAM and PAM architectures and security
- Extensive knowledge and experience of IAM and PAM-related security capabilities (i.e. provisioning, birthright roles, entitlements, segregation of duties, authentication, authorization, human and non-human credential and role management, access certification, logging, analytics and reporting, privileged access management, etc.) and their realization across workforce and customer populations
- 5+ years of hands-on working experience in the participation of design and engineering of enterprise scale SailPoint IdentityNow and CyberArk PAM solutions
- Diverse solutioning experience in a variety of environments, platforms, and channels, including multi-cloud, SaaS, on-prem, off-prem, mainframe, web, mobile, call centre, public clients, etc.
- Hands-on experience in using a variety of protocols and standards in solutions, including SAML, OAuth, OIDC, XACML, SCIM, FIDO2, Human Workflow with ServiceNow, NIST 800-63, NIST 800-207 Zero Trust Framework, etc.
- 5+ years’ experience with Microsoft Windows AD, Azure AD, and LDAP
- 5+ years’ experience with SailPoint and Java, JavaScript, Beanshell, JSON, XML, RPC, SQL, Python and REST development
- One or more IAM and PAM certifications (SailPoint Certified IdentityIQ Architect and/or SailPoint Certified IdentityNow Engineer, CyberArk Sentry and/or Guardian)
- One or more industry recognized architecture professional designations (e.g. TOGAF, SABSA, etc.) is an asset
- One or more industry recognized information security professional designations (e.g. CISSP, CISA, etc.) is an asset
- Experience in Digital Applications, Salesforce Financial Services Cloud, Azure, GCP cloud services platforms is an asset
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment
- Highly self-motivated, self-directed, and attentive to detail
- Excellent documentation and diagraming skills with diligent attention to detail, providing clarity of architecture and design for Engineering and Operations teams
- Superior leadership, collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment
- Strategic thinker with strong organizational, project management and time management capabilities
- Deadline-driven and results-oriented; able to meet consistently high-quality standards while handling a variety of tasks and deadlines simultaneously
- Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors
- Strong desire to implement change and contribute to the organization
- Knowledge of Financial Services industry
Please visit our career 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 providinga 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 January 31, 2024.
#LI-JS2
#LI-Hybrid
Grade: P8
Division: IGM Risk, Audit & Sustainability
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’s 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’s 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 – 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.
Department Summary
The Risk Management (“Risk”) Function partners with the business to create a risk engaged culture, provide insights to mitigate threats and seize opportunities, and assesses the company's risk landscape relative to stakeholder expectations. Responsible for the second line oversight of financial, non-financial, strategic and business risk management across the IGM group of companies, the Risk Function also has responsibility for Corporate Sustainability, CSOX and Insurance programs and administrative oversight of IGM Financial’s internal audit function.
Position
The Senior Manager, Technology Risk Management (TRM) is responsible for the delivery and execution of second line of defense TRM program and provide oversight of risk management activities conducted by the 1st line of defence related to technology risks, for the purpose of enhancing confidence that technology risk is properly managed in the company. This position reports to the AVP, Technology Risk, and is part of the broader risk management team under the leadership of IGM’s EVP and Chief Risk Officer.
Responsibilities
- Oversight and Effective Challenge: Act as the subject matter expert in technology risk to deliver second line oversight and effective challenge in crucial technology risk domains, including Information Security, Data Governance, and Information Technology Solutions & Availability.
- Risk Culture: Foster a strong risk culture within the organization by developing close and trusting partnerships with operational units, business leaders, and senior management.
- IT General Control (ITGC) Testing: Plan and execute ITGC testing of key technology controls, in partnership with the first line of defence control owners, to gain insights into the key controls’ design and operating effectiveness for audit and assurance purposes
- Risk Identification: Work collaboratively with cross-functional teams to effectively identify and manage technology risks. This includes examples such as leading risk assessments, control testing, KRI development
- Technology Risk Profile: Continuously monitor the organization's technology risk profile using a variety of data sources to ensure proactive risk management.
- Risk Insights: Utilize robust data and analytical skills to delve deeply into technology risk insights and trends, facilitating the distribution of this information to a diverse set of internal audiences.
- Risk Reporting: Enhance and maintain technology risk reporting mechanisms to ensure accuracy, timeliness, and alignment with internal reporting requirements and the overarching risk management framework.
- Compelling Risk Stories: Craft visually compelling narratives to effectively deliver technology risk insights to various audiences, including 1st line operational units, senior management, and board of director committees.
- Process Changes: Collaborate with cross-functional teams to execute second line initiatives and implement successful changes in the risk management process, providing guidance and support throughout the implementation lifecycle.
- Process Enhancements: Drive continuous enhancements to the risk management process by identifying opportunities for automation, efficiency improvements, and adoption of best practices.
- Knowledge and Expertise: Stay abreast of emerging information and technology risks, new regulations, laws, and technology requirements.
- Provide support to the Risk function to establish itself as a trusted source of expertise on technology risk-related matters.
Core Competency Requirements
- Advanced knowledge of risk management and governance frameworks, standards and methodologies (e.g. COSO, ISO31000, NIST RMF, COBIT, ITIL, SOC1/2)
- Advanced story telling, critical thinking and analytic skills
- Knowledge of data analytics and visualization tools (e.g. Tableau, PowerBI) with an ability to extract insights from complex data sets and create meaningful visualizations to support decision-making.
- Exceptional verbal and written communication skills, in particular, the ability to produce value-driven, clear, concise and high impact reporting for consumption by executive management, board and audit committees.
- Exceptional communication, consulting, and influencing abilities.
- Superior presentation and facilitation skills for various audiences.
- Strong team player with excellent collaboration and problem-solving skills.
- Effective time management and organizational capabilities to manage multiple tasks and changing priorities.
Experience Requirements
- 5+ years of experience in technology risk and/or technology audit role with a strong technical background.
- Education at the bachelor level in Computer Science, Data Analytics or equivalent technology risk related experience.
- One or more industry recognized information professional designations (e.g. ISACA Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), ISC Certified Information Systems Security Professional (CISSP)).
- Experience with building and reporting on Key Performance Indicators (KPI), Key Risk Indicators (KRI) and establishing thresholds with corrective actions.
- Excellent understanding of information security concepts, protocols, industry best practices and strategies.
- A strong understanding of the business impact of security tools, technologies, and policies.
Experience working with stakeholders from across the organization including security information and IT risk, legal, audit, fraud investigation and compliance staff.
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment.
- Superior leadership, collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment.
- Knowledge of the Financial Services industry would be an asset.
Please visit our career 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 April 3, 2024.
#LI-JS2
#LI-Hybrid
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, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s 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 Greater Toronto’s Top Employers (2022) 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 – 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.
About Client Solutions
Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.
The Opportunity
The Client Solutions department at Mackenzie Investments is looking for a dedicated Coordinator, Client Solutions to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our registered and investment products.
As a Coordinator Client Solutions, you will have the opportunity to do your best work by
- Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products and other specialized administrative services ensuring requests are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.
- Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.
- Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.
To be successful in this role, you have:
- Billingual in French and English
- Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
- Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.
- Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
- Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
- Communication: Billingual communication skills in both English and French with excellent written and oral communication skills.
- Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
- Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.
- Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
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.
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, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s 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 Greater Toronto’s Top Employers (2022) 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 – 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.
About Client Solutions
Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.
The Opportunity
The Client Solutions department at Mackenzie Investments is looking for a dedicated Coordinator, Client Solutions to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our registered and investment products.
As a Coordinator Client Solutions, you will have the opportunity to do your best work by
- Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products and other specialized administrative services ensuring requests are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.
- Creating effortless experiences for our clients.Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.
- Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.
To be successful in this role, you have:
- Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
- Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.
- Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
- Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
- Communication: Excellent written and oral communication skills.
- Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
- Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.
- Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
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.
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, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s 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 Greater Toronto’s Top Employers (2022) 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.
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 – 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.
The Strategic Partnerships Sales Division of the Institutional Sales and Service Department, at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Director, Partner Sales, the successful candidate’s primary responsibility is to provide administrative support for sales teams and the Director, Partner Sales.
This Support Includes
- Overseeing the territory management by preparing/maintaining/forecasting sales coverage
- Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance
- Ordering promotional items for clients
- Preparing correspondence, special mailings, client reports and CE credit letters
- Ordering all team product/marketing materials
- Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests
- Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team
- Maintaining all client related information in our CRM database
- Facilitating weekly team meetings with a prepared agenda
- Booking all travel including air, hotel and transportation for the sales teams
- Preparing/presenting monthly internal team reports to the Director, Partner Sales
- Processing all Sales Practices requests for our clients as the team compliance coordinator
- Processing the sales teams expenses and cheque requests
- Implementation of business processes to ensure efficiency and consistency of territory management
- Team operational support with a strong focus on attention to detail and time management
The following qualifications will assist the successful candidate in accomplishing these functions:
- Related post-secondary education
- Advanced knowledge of MS Word, Outlook and Excel
- Excellent communication skills, both written and verbal
- Professional telephone manner
- Excellent interpersonal and organizational skills
- Ability to work well under pressure
- Ability to work independently and in a team environment
- Knowledge of the mutual fund industry
- CSC/IFC certification is an asset
- Knowledge of National Instrument NI 81-105 is an asset
- Experience with Salesforce (or a similar CRM system) and Concur is an asset
- Knowledge of Mackenzie products and Mackenzie processing rules is considered an asset
What You Can Expect To Gain From The Experience
- Opportunity to learn about and gain exposure to a dynamic sales team
- Opportunity to advance your career within the department and organization
- Coaching and support from direct manager and sales team in your role and your career aspirations
- Proven prioritization, attention to detail and organizational skills
- Relationship building skills
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
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.
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, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s 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 Greater Toronto’s Top Employers (2022) 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.
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 – 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.
The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).
What the role is all about:
- Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database
- Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory
- Facilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory management
- Discover and explore new business opportunities via proactive sales calls with existing investment advisorsand strengthening internal and external client relationships
- Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator
What are the qualifications:
- Bilingualism (English and Cantonese or Mandarin) is a mandatory requirement for this role
- Post-secondary qualification or equivalent industry experience
- willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written
- An interest and curiosity in capital markets and how they relate to the fund industry
- Ability to work well with multiple priorities
- Ability to work independently and in a team environment
- Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required
What’s in it for you:
- Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)
- In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country)
- Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts
- Ongoing training to develop market, product & sales skill knowledge
- Opportunity to attend multiple client events throughout the year
- Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)
Please visit our career 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.