Grade: E11

Referral Level: Level 3 

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 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.  

Position (details)

The Vice President, Enterprise Strategy Planning & Analysis will be accountable for Enterprise Planning and Forecasting for IGM and supporting IGM Strategy development (including Strategic Project planning and oversight). This role will drive the process, tools and approach for Planning and Forecasting across IGM, working closely with colleagues across the Strategy, Planning & Analysis (SP&A) team to deliver accurate and timely plans and forecasts.  This will include owning the consolidation of Enterprise plans and forecasts, communicating this to IGM’s operating committee and driving overall expense management for IGM.  In addition, this role will be accountable for supporting IGM’s strategy.  Including driving key IGM Strategy projects, supporting board strategy offsites and running the Strategy Execution Office – IGM’s strategic project planning, prioritization and governance team.  The successful candidate will partner closely with senior leadership (CFO, CEO and IGM Operating Committee) to align financial outcomes with the company’s overall strategy, and provide recommendations based on data-driven insights.

Responsibilities:

• Forecasting and Planning
  • Oversee the annual and quarterly financial forecasting and budgeting process, working with cross-functional teams to ensure accuracy, timeliness, and alignment with business objectives
  • Monitor and assess financial performance against forecasts and budgets, providing actionable insights to improve outcomes
  • Optimize forecasting and planning approaches, tools and processes to improve effectiveness and sure consistency across IGM
  • Consolidation of plans, forecasts and reporting across IGM
  • Communication to key IGM enterprise stakeholders at the IGM Operating Committee
• Expense management
  • Drive overall expense management process, approach and insights across IGM
  • Determine any actions required to manage expenses effectively across the organization
  • Identify risks to annual expense plan and levers to close any gaps
• Strategy support
  • Work collaboratively with senior leaders to shape IGM strategy agenda and develop strategies for key priority strategic issues
  • Support key IGM strategy deliverables including Board Strategy offsites
  • Execute key strategic projects as required
• Team leadership
  • Lead and mentor a high-performing team of financial analysts and managers, ensuring continuous professional development and a collaborative team culture.
  • Foster relationships with key internal and external stakeholders
  • Promote a culture of accountability, innovation, and financial stewardship within IGM.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field
• MBA, CFA and/or accounting designation preferred
• 10+ years of experience in financial planning, forecasting, and management reporting
• Financial Institution and/or Asset/Wealth management experience
• Strong knowledge of wealth and asset management products, markets, and business models
• Proven track record in developing and implementing financial strategies that drive growth and profitability.
• Demonstrated expertise in financial modeling, scenario analysis, and decision support.
• Experience managing and/or governing Strategic Initiative portfolios.
• Excellent communication skills, with the ability to present complex financial data and insights to senior leadership and stakeholders.
• Strong leadership skills with a focus on building and developing high-performing teams.
• Ability to work in a fast-paced, dynamic environment with competing priorities.

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 9, 2025. 

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