Location: Toronto, Winnipeg

Referral Level: Level 2

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 Overview:

The Senior Manager Platform Development provides advanced technical expertise to support the evolution of our operations within the wealth management space through the adoption of automation and Artificial Intelligence. Reporting to the AVP, Transformation Services, this individual will work with a team of professionals to identify, develop, and implement AI-powered solutions that enhance operational efficiency, drive continuous improvement, and redefine our service delivery models.

This role is pivotal in shaping the future of our Wealth Management Operations & Enterprise Contact Centres. The ideal candidate will be a forward-thinker, a self-directed learner passionate about emerging AI technologies, and adept at translating complex technical capabilities into tangible business value.

Major Responsibilities Include:

AI and Automation Strategy:

• Lead for the evolution of key platforms, including Digital Forms, Operations Processing Portal and other core systems, with a focus on integrating AI and machine learning capabilities.
• Develop and own the product roadmap for automation and AI, defining features, priorities, and milestones that align with the WMO’s vision and corporate objectives.
• Conduct comprehensive research and analysis of emerging AI technologies and automation trends to inform strategic decision-making.

Leadership and Execution:

• Work with and mentor a team of specialists, managing resource allocation and overseeing work assignments related to transformation initiatives.
• Drive the end-to-end project lifecycle from ideation and requirements gathering to implementation, testing, and post-launch support.
• Act as the WMO lead for AI-driven transformation initiatives, ensuring alignment with business goals and seamless integration with existing processes.
• Oversee change management activities, identifying impacts and creating countermeasures to encourage the adoption of new technologies and processes

Collaboration and Oversight:

• Collaborate with business owners, IT partners, and senior leaders to champion the vision for an AI-enabled operational model.
• Provide expert consultation on business process redesign, leveraging a deep understanding of both current-state operations and future-state technological possibilities.
• Prepare and deliver regular status updates on program progress, key performance indicators, and realized benefits to senior management.
• Ensure the quality and effectiveness of solutions by reviewing and approving test plans, supporting "Day in the Life" (DITL) testing, and overseeing readiness activities.

Qualifications:

Experience:

• 10+ years of experience in the Financial Services industry, preferably within wealth management.
• Proven track record leading complex business transformation or technology initiatives.
• Demonstrable experience with automation, process re-engineering, and technology implementation. Exposure to front and back-office servicing is a strong asset.

Technical and Analytical Skills:

• Strong understanding of modern AI concepts and technologies, including Agentic AI, Machine Learning, and Intelligent Document Management, with an eye for practical applications that drive operational efficiencies.
• Experience with and advanced knowledge of automation platforms, specifically Robotic Process Automation (RPA), Agentic AI, Intelligent OCR and an understanding of how to scale these solutions.
• Familiarity with basic programming logicand an aptitude for understanding complex technical workflows and platform architectures.
• Excellent problem-solving and analytical skills, with the ability to assess unusual or complex issues, and determine practical solutions.

Leadership and Communication:

• Exceptional interpersonal, verbal, and written communication skills, with the ability to influence stakeholders and articulate a compelling vision for AI and automation to varied audiences.
• Proactive, with solid decision-making skills and the ability to operate effectively in a deadline-oriented environment.
• A passionate self-learner, comfortable with ambiguity and driven to stay at the forefront of emerging technologies.
• Knowledge of change management principles and the ability to apply them effectively to foster technology adoption.
• Proficiency with the MS Office Suite and alternative communication/analytical tools.

Education:

• Bachelor's degree in a relevant field (e.g., Business, Information Technology, Computer Science).

The expected annual base salary range for this role is $87,000 - $112,500, 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.  

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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