Grade: P5
Referral Level: Level 1
Division: IGM-WMO

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. 

Responsibilities Include:

• Maintain configuration to support business needs and in compliance with established controls including testing of changes and baseline review of fees outlined in the prospectus.
• Coordinate end to end system updates for product launches.
• Coordinate and test CSOX in accordance with established controls.  
• User Acceptance Testing to validate business rules and system changes.
• Maintain statistics and dashboards.
• Review and maintain documentation.
• Coordinate regulatory mailing production, quality control and issue management.
• Provide product and operational support:
• accurate and timely client reporting documents including client statements, tax slips, trade confirmations and fund facts.
• Respond to inquiries from business, external partners and vendors.
• Investigate and log system problems, submit file fixes and recommend system enhancements.
• Collaborate with developers and applications support teams to resolve issues.
• Participate in projects across IGM that impact systems and business processes.

Qualifications:

• 3-year Business experience and/or post-secondary degree or diploma in business; or a relevant field 
• Knowledge of IGM product shelf and specialized products
• Relevant experience of business processes, rules, procedures and outcomes.
• Relevant experience of how client data is maintained in the Transfer Agency systems. 
• High level knowledge of how financial transactions are calculated or reported / and or expertise in transaction processing.
• Independent and adaptive learner with analytical skills to support multiple IGM applications.
• Proficiency with Microsoft Office Suite of products (Word, Excel (advanced), MS Access) 
• Knowledge of SQL or VBA scripts is an asset.
• Successful completion of the Canadian Investment Funds course/Operations Course or the Canadian Securities Course is an asset.

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).  
  
  

The expected annual base salary range for this role is ($47 000 - $67 500), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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 February 3, 2026. 

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