Grade: P5 

Referral Level: Level 1 

Division: IGM-Finance

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.  

Mackenzie Financial Corporation is currently accepting applications for the position of Financial Analyst.  Reporting to the Senior Manager, Strategy Planning & Analysis, the successful candidate will be a key contributor on the team with core responsibilities related to financial analysis, forecasting, planning, and reporting initiatives performed by the broader team that provide decision-making support to business leaders across Mackenzie.

The successful candidates’ specific responsibilities will include:

• Support the development and maintenance of analysis that provides insight into profitability of the different products and business lines at Mackenzie.
• Support the development of Quarterly, Annual and Multi-year business plans, forecasts, including pro-forma financials and profitability analysis.
• Maintain and update existing models, and supporting databases to ensure data is up to date and relevant and reconciling between various data sources.
• Manage and maintain data and databases to support reports and forecast models produced by the planning and analysis team.
• Support the production of key industry decision-making reports and analytics for distribution to HR, Business and Finance leaders.
• Collaborate effectively with finance and other internal stakeholders across all IGM companies.
• Identify opportunities to enhance existing processes, tools and resources.
• Provide analytical/financial modeling leadership on various ad-hoc projects as required.

The following qualifications and skills set will assist the successful candidate in carrying out these responsibilities:

• University degree in Finance/Business/Accounting or equivalent
• CPA/CFA/MBA or working towards a professional designation is an asset.
• 2+ years of progressive finance/accounting experience within the financial services industry
• Advanced financial and business modelling skills, including expert proficiency in Excel, VBA, Power Query and PowerPoint
• Strong knowledge of accounting, statistics and corporate finance and proven analytical and problem-solving skills
• Self-starter and takes ownership, actively engaging with peers and other counterparts to deliver results.
• Ability to prioritize and effectively manage multiple tasks within tight deadlines on an ongoing basis.
• People-driven with strong communication and interpersonal 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 February 12, 2025. 

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