Grade:  P6

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 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 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 Digital Technology delivery 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 working with conquest’s living plan platform to deliver enhanced features our advisors and clients. A significant portion of the Systems Analysis work will relate to creating technical interface specifications based on the requirements provided by the business teams, create testing user stories to test new features and bug fixes being released by Conquest, understand production issues and provide details to the internal IG teams or to Conquest as per the requirement. 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 supplier, internal IGM technical teams, and business teams 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, Business Analysts 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 with Conquest’s living plan portal application
  • 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)
  • Understand and translate business requirements into Salesforce solutions
  • Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes within Salesforce
  • Proficient in Data Mapping and creating System Specification documentation; ability to understand json and similar files.
  • 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 Adobe Experience Manager (AEM)
  • 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 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 May 8, 2025. 

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