Grade: P10

Referral Level: Level 2

Division: MI-ETF

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 Product Department at Mackenzie Investments is currently accepting applications for an ETF Strategiest. The incumbent will communicate information about investment strategies to both internal and external groups such as prospects, existing clients, advisors, and consultants. The ETF Strategiest will also provide input to strategic direction, engage in thought leadership, and interact with the portfolio management teams. They will play an active and important role in support of Mackenzie’s worldwide growth in the following areas:

Product Management

• Develop long-term strategic business plans for existing products
• Articulate points of differentiation for Mackenzie products and strategies
• Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
• Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization
• Marketing support – Creating content for fact sheets, brochures, or web content. Developing story lines for fund positioning, and providing input on public relations, website, sales presentations, and talking points
• Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
• Develop proactive insights, perspectives, product training, and support to sales teams
• Develop and communicate expertise on ETF and institutional industry trends
• Build new analytical tools and frameworks

Revenue Growth

• Develop and conduct education/training for client-facing personnel
• Raise profile of competitive investment strategies or solutions to the client-facing organization
• Develop messaging and create content of materials to differentiate Mackenzie and explain performance
• Collaborate with client-facing colleagues to develop customized client solutions
• Opportunistically provide insight to distribution and global portfolio content & analytics partners in the completion of highly customized request for proposals (RFPs)
• Provide portfolio updates to internal and external partners
• Understand each channel and develop appropriate product strategy
• Attend due diligence or sales calls

Business Partner

• Share insights garnered externally with investment, client-facing and product development teams
• Client advocate within the organization
• Extensive knowledge of ETF structure, ETF operations and ETF capital markets, investment philosophy, process, performance and research
• Independent, objective and experienced investment professional that serves as the crucial feedback mechanism to the investment management and distribution teams
• Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
• Understand investment strategies, performance, and attribution analysis
• Develop deep partner relationships with all Mackenzie functional units and knit groups together

Product Development

• Contribute new product development ideas
• Gather and communicate intelligence from client/prospect/consultant meetings
• Create client-facing enthusiasm for innovative new products
• Collaborate with product development and portfolio management colleagues to bring new insights to market

Qualifications

• The ideal candidate will have at least 7-10 years of relevant experience in Asset Management
• Strong knowledge of the ETF structure and ETF industry.
• Strong analytical and data visualization skills
• Proven client relations skills, including possessing the skill to manage multiple constituent relationships within the organization
• Ability to command respect from the external investment community, including clients
• Excellent interpersonal skills and communication skills
• Poise, judgment, and gravitas to represent Mackenzie with clients and prospects
• Must be a self-starter who is achievement-oriented, motivated and has proven problem solving skills in a client service role coupled with creative solutions
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• CFA preferred

Values and Personal Attributes

• Analytical, strategic thinker
• Ability to build relationships internally with all levels
• Comfort with ambiguity
• Flexible - comfort managing multiple complex tasks at once; prioritizing
• Creative, entrepreneurial spirit
• Ability to implement – not just analyze
• Intellectual rigor
• Team-oriented attitude
• Warm, friendly, collegial, and approachable
• Ability to relate well to all kinds of people
• Energetic leader
• Client-focused
• High integrity
• Detail-oriented
• Accountable

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 June 23, 2025. 

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