Grade: P5

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 Specialist, IGM Strategy is a job that is a critical part of the Strategy, Planning and Analysis division within IGM Financial and is responsible for Strategy Formulation (activities include: analysis/assessment of environments, strategic plan development, identification of key initiatives), Strategy Execution, Operating Planning & Action Steps (activities include: business case development, prioritization, authorization, portfolio management) & Evaluation/Measurement (activities include: value/benefits realization framework, tracking, oversight, KPIs). 

The IGM Strategy team works collaboratively with leadership teams across the IGM companies ensuring activities, initiatives, spend & resources are aligned with strategic priorities and objectives, and responsive to the evolving needs of our clients and the business.

This position is a 10-month contract. As a valued member of the IGM Strategy team your key responsibilities will include:

Responsibilities:

• Supporting processes by gathering and analysing project & financial information to monitor, assess and report on strategic initiatives portfolio health and performance, identifying trends and patterns in data that are subsequently used to inform decisions / action steps;
• Analysing and preparing reporting, including strategic initiatives portfolio health indicators (red, amber, green project indicators), and project financials
• Supporting the coordination and logistics of the Annual Planning Cycle, including the timing and sequencing of key meetings, and collaboration and communications with stakeholders
• Responsible for meeting scheduling, logistics and support of IGM Strategy led committees and meetings – agenda preparation, meeting material preparation, coordination, circulation and upload to meeting portal;
• Proactively identifying issues and challenges in team processes while proposing solutions for improvement, enhancing the effectiveness, efficiency and productivity of the team;
• Embracing change and using change as an opportunity to further business objectives;
• Collaborating effectively with internal/external departments to support business objectives. Maintain relationships with key stakeholders through sharing of knowledge and best practices and liaise with all levels and departments across the companies;
• Supporting other team activities and initiatives, as required;

Requirements:

• Minimum three years of experience in a coordinator or project-based role, preferably in the financial services industry
• Advanced PC skills including PowerPoint, Excel, Word and Outlook
• Post-secondary education in a relevant business discipline and designation/certification in business administration, business management or related fields
• Excellent communication skills, both verbal and written
• Strong problem-solving and interpersonal skills and demonstrated ability to work collaboratively with others effectively
• Ability to take initiative and work independently with minimal supervision
• Proactive, organized and self-motivated with strong attention to detail and timelines

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 15, 2025.

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