Grade: S3

Division: MI Retail Distribution

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion total assets under management. We provide a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals. Our activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

Under IGM Financial’s unique business model is Mackenzie Investment, 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 to challenge how our industry has traditionally done business, and to 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. Join an unstoppable team 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.

At Mackenzie Investments, advancing diversity and inclusion (D&I) is one of the strategic priorities of our organization – we’re committed to doing business inclusively, and that starts with a representative workforce. We encourage applications from all qualified candidates representing the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, and all who may contribute to the further diversification of ideas.

Don’t meet every single requirement listed in the job posting? Studies have shown that women and people with racialized identities are less likely to apply for jobs if they don’t meet every single requirement. We are dedicated to building a diverse inclusive and authentic workplace, so if you’re excited about this role, we encourage you to apply. If you have the skills and a strong desire to do your best work while contributing to an environment where you can indulge your curiosity to learn, you may just be the right candidate.

Position

We are currently hiring an intern looking for a winter term position, January to April.  Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.

Located in our Toronto office, and providing support to the Tax & Estate team located across Canada.

Responsibilities:

• Research, analyze, prepare reports and present findings to senior management
• Analyze business processes to identify opportunities for improvement
• Create and edit presentations and proposals as required
• Assist with completing comprehensive Tax and Estate Planning reports (probate calculations, tax liability calculations and insurance needs calculations)
• Respond to general inquiries through the Tax & Estate Planning Inbox
• Assist with project work dependent on business initiatives

Requirements:

• Currently enrolled in a relevant post-secondary education program
• Interest and passion for a career in the financial industry
• Demonstrated leadership skills
• Creativity and innovation
• Ability to work well in a team environment and independently
• Analytical and problem-solving skills
• Effective organizational and multi-tasking skills
• Strong written and verbal communication skills
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Related previous work experience is an asset

To apply, please include a cover letter, resume and transcripts (full unofficial version) by September 29, 2024, at 11:59pm EST.

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.

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