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 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 successful candidate’s primary responsibilities will include:

 Working on key Distribution Initiatives:

• Collaborate with the Manager, Sales Effectiveness, to achieve product readiness objectives.
• Manage the sales activation calendar, ensuring alignment with key delivery dates and components.
• Deploy the weekly sales team newsletter, compiling relevant information and data.
• Organize SE&P working group meetings and document key outcomes.
• Support external advisor-facing events, including logistics, follow-up emails, and presentations alongside the Senior Analyst.
• Support the planning of internal sales events, including organizing meetings, meeting minutes, sending follow-up emails, collaborating with the events team.
• Identify key data requirements for advisor and internal sales events, utilizing tools such as SurveyMonkey, Seismic and Salesforce.
• Conduct spreadsheet analysis to derive insights and create recommendations.
• Assist other SE&P managers with working groups and ad-hoc requests.
• Create and support presentations for Senior Leaders, delivering both data and insights.

Qualifications:

• Passion for analysis and data-driven decision-making.
• Strong communication, time management and organizational skills.
• Proficiency in Excel and PowerPoint.
• Creativity and innovation in problem-solving.
• Ability to work effectively both independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent organizational and multi-tasking abilities.
• Strong written and verbal communication 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 January 19, 2025.

#LI-JS2

#LI-Hybrid