Grade: P8

Referral Level: Level 1

Division: MI Investments Fixed Income & MAS

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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:

This position is within a business unit that has multiple and varied responsibilities, including investment process support, assistance with transition management, liquidity and counterparty reporting and strategic initiatives related to various investment management enhancements. 

Key Accountabilities:

• Responsible for ongoing reconciliation between Mackenzie’s key front office system and the investment book of record maintained by a 3^rd party vendor
• Oversight of the corporate action election process
• Ongoing maintenance and support for Mackenzie’s front office system  
• Support the account master processes for investment mandates/strategies.

Qualifications:

• Minimum 10+ years of experience in the financial services industry.
• Post-secondary certificate/diploma in a related field (i.e. Bachelor of Commerce).
• Successful completion of the Canadian Securities Course would be considered an asset.
• Proficiency with Bloomberg AIM and experience with the account reconciliation process.
• Strong understanding of internal information technology processes.
• Exceptional organizational skills with the ability to prioritize multiple tasks under tight deadlines and a proven ability to communicate effectively (both oral and written) with internal and external individuals at senior management levels.
• Must possess the ability to work independently and effectively in a highly organized and professional manner with fluctuating work volumes.
• Strong attention to detail coupled with proven research and problem-solving skills.

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 December 3, 2024.

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