Grade:  E11
Referral Level: Level 3 
Division: IGM-CSO

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. 

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. 

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. 

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. 

The Opportunity

Reporting to the SVP of Wealth Management Operations and Enterprise Contact Centres (WMO & ECC), the Vice President, Strategic Solutions & Operations Oversight will lead teams responsible for Managed Solutions, Estates, Business Operations Support, Automation Strategy, Data Strategy & Insights to advance automation and AI, while fostering a high-performance, inclusive culture across hybrid teams.

Key Responsibilities:

Managed Portfolio Operations, Estates Settlements, Operational Solutions & Continuous Improvement

• Responsible for all operations and administration relating to Managed Solutions products including iProfile and Separate Managed Accounts
• Responsible for all operations and administration relating to Estate account servicing including case management, processing and tax preparations
• Provide vision, leadership and expertise to the Estate Automation project
• Product Owner for Operations processing platforms and automation workflows

Business Operations Support & Controls

• Responsible for operational controls, reconciliations & settlements, tax reporting and client print communications
• Build an Operational Controls & Oversight team that is responsible for implementing and managing a controls framework to deliver and report on operational excellence, focusing on risk and operational resiliency
• Lead the development of the Level 1B operational risk framework, leveraging and aligning to the Corporate risk taxonomy, control standards, risk assessment methodology and governance model

Automation and AI Strategy

• Provide executive sponsorship and strategic guidance for the operations automation and AI strategy, ensuring alignment with broader business and transformation goals
• Support and empower automation and AI initiatives, helping to prioritize efforts, remove barriers, and advocate for resources and cross-functional collaboration
• Champion a long-term vision for automation that embeds AI-first thinking across Operations, promoting innovation, scalability, and measurable impact across the organization

Data Strategy

• Sponsor and set the strategic vision for the Operations data strategy, aligning with enterprise goals and driving both immediate impact and long-term transformation
• Champion the integration and use of operational data to generate actionable insights for internal teams and key business partners, fostering a data-driven culture
• Lead cross-functional collaboration and governance efforts to ensure data quality, consistency, and alignment with organizational priorities

People & Culture

• Inspire a culture of innovation, agility, and collaboration across diverse teams.
• Develop leadership pipelines and support career growth through coaching and mentorship.
• Promote employee engagement and well-being in hybrid a environment
  
  

Enterprise Collaboration

• Build strong partnerships and influence senior leaders across Distribution, Investment Solutions, Advisor & Client Experience, Technology, Compliance, Legal, and Risk to drive alignment in service delivery and strategic outcomes
• Strengthen relationships with advisors, dealers and strategic stakeholders
  
  

Requirements:

• Post-secondary degree in Business or related field; MBA or industry certifications (e.g., CSC, IFIC) are assets.
• 10+ years of progressive leadership in client operations or process design, reengineering and automation, ideally in financial services or tech-forward industries.
• Strong project management experience and executive presence.
• Bilingualism (English/French) is an asset.
  

As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English. 

Benefits:  

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. 

• EMPLOYEE BENEFITS: competitive health and dental coverage; employer sponsored coverage for you and your family.  

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component. 

• INSURANCE: employer sponsored short-term disability. 

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. 

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).  

IGM 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 Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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.    

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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. 

Please apply by November 26, 2025. 

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