Location: Toronto

Referral: Level 3

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. 

The Director, Digital Client Experience Platforms is responsible for leading the evolution of Mackenzie’s advisor and investor digital experiences across secure portals and related client-facing tools. This role owns the business roadmap for self-serve capabilities, digital engagement, and connected client experiences that improve advisor productivity, client satisfaction, servicing efficiency, and business outcomes.  The role connects digital capabilities across sales, onboarding, servicing, reporting, and engagement workflows, with consideration for future institutional, group client, and strategic partner experiences.

This role is the business lead on daily interactions with our agile delivery team, leadership, internal partners (i.e. Marketing, Compliance, Service, Sales, Key Accounts, etc.) and external vendors for activities related to the build and continuous improvement of our Client Portals. 

Digital Client Experience Platform Ownership

• Define and evolve the advisor and investor digital experience across authenticated client interfaces.
• Align digital capabilities with client journeys, segmentation, servicing needs, and self-serve objectives.
• Partner with Sales, Service, Operations, Marketing, and Technology to improve digital workflows across the client lifecycle.
• Identify opportunities to reduce friction, increase adoption, and improve self-serve capabilities for advisors, investors, and servicing teams.
• Support future expansion of digital experience capabilities across institutional, group client, and strategic partner use cases.
• Current priority is launching Client Portals program and key initiatives related to Salesforce / OneVest platform.
• Responsible for partnering with technology program delivery team on refinement of planning and providing regular ongoing reporting to stakeholders.
• Responsible for business review of Client Portals and related releases to determine and manage impacts on the business and users.
• Responsible for creating and defining user stories; defining business value, acceptance criteria and desired outcomes.
• Works with internal partners to understand current and future business process needs and captures requirements for enabling technology solutions. 
• Partners across the team to ensure the success of releases including communication plans, adoption, and ongoing management.
• Roadmapping, Experience Strategy & Prioritization
• Develop and maintain a digital experience roadmap aligned to business priorities, client needs, servicing objectives, and platform modernization.
• Research competitor and industry digital capabilities across wealth, asset management, advisor platforms, and client self-serve models.
• Prioritize roadmap items based on client value, business impact, operational efficiency, adoption, and feasibility.
• Support the development of data-enabled and personalized experiences across advisor and investor journeys.
• Identify opportunities to automate repeatable servicing, reporting, and engagement workflows

Working Groups and Project Work

• Be the business technology lead and facilitate working sessions with Sales, Service, Operations, Client Relations, Dealer Relations, Marketing, Business Architecture, UX, and Technology.
• Ensure digital solutions support both front-stage client experience and backstage operational efficiency.
• Subject matter expert on how Mackenzie can leverage digital platforms and tools to build new digital processes and workflows in order to accomplish business goals and desired outcomes.
• Leadership
• Lead, coach, and develop direct team, fostering a culture of accountability, collaboration, and continuous improvement.
• Champion a client-centric mindset and help build greater empathy for advisor, investor, and servicing experiences across the organization.
• Influence cross-functional teams and stakeholders to align priorities, simplify experiences, and support adoption of new digital capabilities and ways of working.
• Present roadmap updates, priorities, and client experience insights to leadership and governance forums.

Qualifications

• Preferred experience with advisor-facing platforms is important, given the role’s immediate focus on Salesforce, OneVest, and Mackenzie’s advisor ecosystem. Broader experience across client servicing, investor journeys, institutional clients, group clients, or strategic partner experiences would be an asset.
• University degree in Business, Marketing, Technology, Communications, Design, or related discipline
• 8–10+ years of experience in financial services, wealth management, or asset management
• Experience across advisor platforms, client experience, servicing workflows, or digital engagement ecosystems
• 5+ years leading or evolving digital products, self-serve experiences, or client-facing platforms
• Agile / Product Owner certification or equivalent practical experience
• Strong understanding of advisor and investor digital experiences, self-serve capabilities, and servicing workflows
• Strong understanding of Salesforce.com, asset management technologies, or similar CRM / digital experience platforms
• Ability to translate business priorities and client pain points into scalable digital capabilities and workflows
• Strong stakeholder management and communication skills, including executive presentations and roadmap discussions
• Strong prioritization, roadmap, and business case development capabilities
• Strong analytical and problem-solving capabilities with a client-centric mindset

Preferred: 

• MBA, digital strategy, CX, or product management-related education
• Experience supporting advisor, investor, institutional, or strategic partner experiences
• Experience working across Sales, Service, Operations, Marketing, Technology, Compliance, and external vendors
• Experience operating in agile, cross-functional environments with enterprise-level stakeholders
• Scrum Alliance Product Owner Certified, Salesforce certifications, CX or digital product certifications
• Experience designing scalable client journeys across onboarding, servicing, reporting, and engagement
• Experience balancing strategic thinking with execution and operational delivery

The expected annual base salary range for this role is $135,500 - $164,000, 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.

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.  

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 June 21 2026.

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