Referral Level: Level 2

Location: Calgary, Vancouver

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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 year 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. 

Position

Our Practice Management team is dedicated to helping advisors grow and run more effective businesses by focusing on business development, core wealth management fundamentals, and process efficiencies. We deliver this through practical education, equipping advisors to enhance client relationships, streamline operations, and drive stronger, more sustainable business performance.

Reporting to the Assistant Vice President, Practice Management; the Director will be responsible for developing and delivering a superior client experience with Mackenzie through Practice Management solutions.  This position is located in Calgary or Vancouver. The successful candidates’ responsibilities will include collaborating with Regional Sales Teams and Financial Advisors to reach their business goals. 

The individual’s core responsibilities will include:

Advisor Engagement & Education

• Deliver practice management strategies and solutions through engaging presentations to Branch Managers and Financial Advisors across key forums, including keynotes, branch presentations, dealer conferences, and webinars.
• Facilitate coaching and/or advisor engagement sessions focused on business development, wealth management fundamentals, and technology.

Thought Leadership & Content Development

• Research and develop industry-leading thought leadership, including whitepapers, articles, presentations, and tools.
• Create practical practice management resources that support advisors in growing their businesses, improving client experience, and optimizing operations.

Sales Enablement & Business Development Support

• Partner with Regional Vice Presidents and sales teams to strengthen advisor relationships and support business development efforts across their territories.
• Contribute to initiatives that increase the breadth and depth of Mackenzie’s distribution through value-added practice management support.

Strategic Partnerships & Internal Alignment

• Collaborate with National Accounts and Strategic Alliance teams to support dealer head office practice management priorities and initiatives.
• Ensure alignment of practice management programs with broader organizational strategies and key partner objectives.

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• BA in relevant field; Masters preferred
• Completion of Canadian Securities and/or IFIC preferred.
• Professional Coaching training and certification preferred.
• Public speaking experience preferred.
• Proven customer service, interpersonal and organizational skills
• Excellent knowledge of financial services/mutual fund industry - Must be familiar with industry related issues and the needs of the various distribution channels.
• Demonstrated coaching, leadership and facilitation skills - Must be familiar with coaching principles, concepts, techniques and competencies that assist in determining client's level of intent, commitment and action.
• Knowledge of the critical aspects of practice management for financial advisors (strategic business planning, team management, discretionary business, segmenting, capacity and profitability, communications, marketing to existing clients, managing client expectations, branding, creating process and systems, leadership, technology, self-management etc.)
• Ability and willingness to travel

The expected annual base salary range for this role is (109,000 - 157,000), 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.  

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people. 

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted. 

Please apply by May 4 2026.

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