Grade:  D9
Referral Level: Level 1  
Division:  MI-INV-EQT 

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 Role:

As a valued member of the Ivy Team, you will be part of a distinct investment boutique. Ivy has built a reputation for carefully compounding client capital over long periods, and every member of the team recognizes the importance of their role in helping unitholders achieve their financial objectives.

The Ivy team works collaboratively, with each member having a voice at the table. We value independent thought and seek out diverse perspectives through constructive dialogue in the pursuit of analytical excellence.

We are looking for an individual who enjoys being part of a team, can use strong communication skills to create shared understanding, and remains open to differing views. The successful candidate is a self-starter who manages time effectively and has a deeply rooted desire to win.

Key responsibilities:

The individual will contribute to idea generation, portfolio construction, and continuous process improvement. Key responsibilities will include:

• Conducting in-depth company and industry research to build and maintain a watch list of investable companies.
• Presenting research findings to the team in a clear, accessible way that promotes strong team-wide understanding.
• Embracing the Ivy methodology of analysis and communication to support comparability of work across the team.
• Providing investment ideas that help meet the fund’s holistic performance objectives and desired risk characteristics.
• Taking ownership of holdings within their coverage, providing timely updates to the team and communicating any required actions.
• Participating in portfolio construction discussions to help ensure an appropriate balance of upside participation and downside protection.
• Contributing to an environment of continuous improvement.
• Acting as a steward of the Ivy brand by promoting the philosophy and values through engagement with internal and external stakeholders.
  
  

The following qualifications will assist the successful candidate:

• Well organized with strong modeling skills.
• 5-10 years of industry experience with an emphasis on quality of experience rather than tenure alone.
• Experience with Canadian equities is an asset.
• CFA charterholder or working towards the designation.
  
  

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 & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans. 

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

• 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 December 10, 2025. 

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