Mackenzie Investments

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Job Locations CA-ON-Toronto
Posted Date 2 days ago(5/23/2020 12:37 PM)
  IGM Financial Inc. is one of Canada's premier financial services companies, and one of the country's largest managers and distributors of investment funds and other managed asset products, with over $159.4 billion in total assets under management as of April 30, 2020. Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation and Investment Planning Counsel Inc.   We are focused on the long-term strength and stability of our companies and recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.   Why should you join the IGM family? - Be part of a winning culture! - Your opportunity to develop and work with smart, highly capable leaders who are passionate and innovative - A genuine commitment to diversity and inclusion, through public goals, a variety of external partnerships/employee groups and an inclusive environment - A fulfilling employee experience – we offer competitive terms, a collaborative/respectful way of working and connect strongly with our community   To support the implementation of our nationwide real estate and facilities transformation, we are hiring a Senior Manager, Real Estate Transactions.   Key member of the Real Estate team overseeing real estate transactions for the retail distribution network across Canada.  This role will be responsible for a consistent, coordinated response and "face" to the retail branch business to insure clear processes and seamless delivery to the client.  Manages a team of GOS Transaction Managers to insure creative, timely and cost-effective real estate solutions for the successful execution of the transactions, so as to reposition the real estate footprint.  Responsible for the delivery of timely analysis and strategic planning to the business to align the real estate with the stated business goals in the key markets identified by the business.  The Senior Manager, Real Estate Transactions will report to the Director of Planning, Real Estate, and Facilities.   Key responsibilities include: - Negotiating retail and office leases across Canada in conjunction with the GOS team. - Coordination of market analysis and research with GOS team. - Site selection including broker management. - Negotiation of legal and business terms in real estate documents (i.e. lease proposals, binding offers to lease, renewals, and leases). - Responsible for overseeing internal client relationships, landlord relationships and supervising outside brokers. - Responsible for the operational management of transactions and external consultants/brokers in terms of controls, training, communication and finance requirements, including pro-forma development, drafting business cases and review of alternatives. - Responsible for coordination with Finance to properly reflect the accounting, tax and economic impacts of alternatives. - Responsible to manage costs down. - Help grow a best-in-class transaction management operation.   Qualifications: - 5-10+ experience in real estate transaction management and/or asset management. - Experience building relationships with landlords, brokers, and other external partners. - Experience developing and implementing process improvements to streamline the full transactions delivery system. - Be familiar with build-outs and construction. - Partner with Legal, Finance, Operations, and other stakeholders to ensure on-time delivery of new leases, lease renewals and other lease related initiatives. - Able to present progress and issues to senior management and to the business. - Able to handle volume of workload in a fast-paced environment and to work independently. - Able to organize workload across multiple transactions. - Set milestones and track progress. - Able to undertake financial analysis of alternative real estate deals. - Understand financial criteria such as payback, NER, NPV and EBITDA. - Able to coordinate closely with real estate professionals, project managers, asset managers, in-house and external legal counsel, and finance. - Applicable experience working in real estate - Must have in-depth knowledge of real estate transaction process and negotiations, fee structures and best practices in real estate transactions. - Demonstrated leadership and client relations skills. - Manage an ever-changing variety of internal initiatives and projects   Education: - Bachelors degree, potentially Masters degree, with a background in real estate, finance or business administration Internal Applicants: If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by June 6th, 2020.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The Career Level Framework for this position is P8   External Applicants: We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted. Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth. Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.       File #20-66
Reference Number
20-66
Job Locations CA-ON-Toronto
Posted Date 3 days ago(5/22/2020 4:44 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $69.99 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $166.8 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.    Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride . At Mackenzie Investments you can Build Your Career with Confidence by:   Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.   Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.   Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.   Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.   Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.   Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader. Responsibilities - Use activity diagrams, use cases scenarios, flowcharts, requirements workshops, surveys, site visits, business process descriptions, interviews, and workflow analysis to create and manage requirements - Gather information from multiple sources, reconcile conflicts, disseminating high-level information into details and distinguishing user requests from their true needs - Drive and challenge the presumptions of business units on how to successfully execute their plans - Help establish the technical vision and analyzing tradeoffs between usability and performance needs by teaming up with developers and subject matter experts - Function as a liaison between technology teams, support teams and business units - Use standard templates to develop requirement specifications - Communicate and collaborate to analyze information needs and functional requirements to deliver use cases, wireframes and visual designs as and when required - Deliver work product throughout the Agile life- cycle - Analyze information from surveys and workshops, task analysis, and business process description Day to Day - Defining and documenting business needs and processes - Identifying, defining and documenting business needs and objectives, current operational procedures, problems, input and output requirements and levels of systems access after consulting with business SMEs - Helping in developing a comprehensive change in management strategy - Participating in user acceptance testing and undertaking the functionality testing of new systems - Helping develop a training curriculum and conducting formal training sessions covering assigned systems modules Requirements: - Bachelor's Degree in appropriate field of study or equivalent work experience - Ability to impact operations and effect change without being confrontational - Detail oriented, analytical and inquisitive - Ability to work independently and with others - Extremely organized with strong time-management skills Internal Applicants: If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by June 5, 2020. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.      External Applicants: We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.
Job Locations CA-ON-Toronto
Posted Date 3 days ago(5/22/2020 4:05 PM)
IGM Financial Inc. is one of Canada's premier financial services companies, and one of the country's largest managers and distributors of investment funds and other managed asset products, with over $167 billion in total assets under management as of December 31, 2019. Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation and Investment Planning Counsel Inc.   We are focused on the long-term strength and stability of our companies and recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.   Why should you join the IGM family? - Be part of a winning culture! - Your opportunity to develop and work with smart, highly capable leaders who are passionate and innovative - A genuine commitment to diversity and inclusion, through public goals, a variety of external partnerships/employee groups and an inclusive environment - A fulfilling employee experience – we offer competitive terms, a collaborative/respectful way of working and connect strongly with our community Key member of the Real Estate team overseeing real estate transactions for the retail distribution network across Canada.  This role will be responsible for a consistent, coordinated response and "face" to the retail branch business to insure clear processes and seamless delivery to the client.  Manages a team of GOS Transaction Managers to insure creative, timely and cost-effective real estate solutions for the successful execution of the transactions, so as to reposition the real estate footprint.  Responsible for the delivery of timely analysis and strategic planning to the business to align the real estate with the stated business goals in the key markets identified by the business.  The Senior Manager, Real Estate Transactions will report to the Director of Planning, Real Estate, and Facilities.   Key responsibilities include: - Negotiating retail and office leases across Canada in conjunction with the GOS team. - Coordination of market analysis and research with GOS team. - Site selection including broker management. - Negotiation of legal and business terms in real estate documents (i.e. lease proposals, binding offers to lease, renewals, and leases). - Responsible for overseeing internal client relationships, landlord relationships and supervising outside brokers. - Responsible for the operational management of transactions and external consultants/brokers in terms of controls, training, communication and finance requirements, including pro-forma development, drafting business cases and review of alternatives. - Responsible for coordination with Finance to properly reflect the accounting, tax and economic impacts of alternatives. - Responsible to manage costs down. - Help grow a best-in-class transaction management operation.   Qualifications: - 5-10+ experience in real estate transaction management and/or asset management. - Experience building relationships with landlords, brokers, and other external partners. - Experience developing and implementing process improvements to streamline the full transactions delivery system. - Be familiar with build-outs and construction. - Partner with Legal, Finance, Operations, and other stakeholders to ensure on-time delivery of new leases, lease renewals and other lease related initiatives. - Able to present progress and issues to senior management and to the business. - Able to handle volume of workload in a fast-paced environment and to work independently. - Able to organize workload across multiple transactions. - Set milestones and track progress. - Able to undertake financial analysis of alternative real estate deals. - Understand financial criteria such as payback, NER, NPV and EBITDA. - Able to coordinate closely with real estate professionals, project managers, asset managers, in-house and external legal counsel, and finance. - Applicable experience working in real estate - Must have in-depth knowledge of real estate transaction process and negotiations, fee structures and best practices in real estate transactions. - Demonstrated leadership and client relations skills. - Manage an ever-changing variety of internal initiatives and projects   Education: - Bachelors degree, potentially Masters degree, with a background in real estate, finance or business administration Internal Applicants:   If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by June 5, 2020.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The Career Level Framework for this position is P8. The referral bonus for this position is 1.   External Applicants:   We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.
Job Locations CA-AB-Calgary
Posted Date 3 weeks ago(5/3/2020 4:39 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.5 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie Investments, we care about innovation, leadership and personal commitment. Our growth and success are the collaborative result of our employees, whose efforts together have created a solid foundation for the confidence and trust shown in us by our peers, investors and their financial advisors.   What the role is all about: - Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory - Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors - Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever changing business environment - Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles What are the qualifications: - University degree or equivalent industry experience - A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) What’s in it for you: - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - Travel to Toronto twice a year for the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Wholesaler Development Program (training & development to become a wholesaler)   We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   We are always looking for great new talent!   File 18-017
Reference Number
18-017
Job Locations CA-ON-Toronto
Posted Date 3 weeks ago(5/3/2020 4:35 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.50 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie Investments, we care about innovation, leadership and personal commitment. Our growth and success are the collaborative result of our employees, whose efforts together have created a solid foundation for the confidence and trust shown in us by our peers, investors and their financial advisors.   What the role is all about: - Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory - Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors - Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever changing business environment - Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles What are the qualifications: - University degree or equivalent industry experience - A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) What’s in it for you: - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - Travel to Toronto twice a year for the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Wholesaler Development Program (training & development to become a wholesaler)   We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   File 18-014
Reference Number
18-014
Job Locations CA-QC-Montreal
Posted Date 3 weeks ago(5/3/2020 4:32 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.5 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie Investments, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.   What the role is all about: - Create and implement your business plan in partnership with the District Vice-President, for your assigned geographic territory - Develop & uncover new business opportunities via proactive sales calls with new & existing investment advisors - Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever changing business environment - Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles What are the qualifications: - University degree or equivalent industry experience - Bilingualism (French/English) is a mandatory requirement for this role - An entrepreneurial spirit, the desire to drive results, focused & energetic, strong communication skills – both verbal & written - A passion for capital markets and how they relate to the fund industry - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM etc)  What’s in it for you: - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - Travel to Toronto twice a year for the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Wholesaler Development Program (training & development to become a wholesaler) We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations. Please advise Human Resources if you require an accommodation.   We are always looking for great new talent!   File 18-013    
Reference Number
18-013
Job Locations CA-BC-Vancouver
Posted Date 3 weeks ago(5/3/2020 4:22 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.50 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie Investments, we care about innovation, leadership and personal commitment. Our growth and success are the collaborative result of our employees, whose efforts together have created a solid foundation for the confidence and trust shown in us by our peers, investors and their financial advisors.   What the role is all about: - Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory - Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors - Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever changing business environment - Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles  What are the qualifications: - University degree or equivalent industry experience - A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) What’s in it for you: - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - Travel to Toronto twice a year for the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Wholesaler Development Program (training & development to become a wholesaler)   We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   We are always looking for great new talent!   File 18-016
Reference Number
18-016
Job Locations CA-QC-Montreal
Posted Date 3 weeks ago(5/3/2020 4:17 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.5 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.   The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Supervisor, District Sales Coordinators, the successful candidate’s primary responsibility is to provide administrative support for two sales teams (2 District Vice Presidents, 2 District Sales Representatives).   This support includes:   - Overseeing the territory management by preparing/maintaining/forecasting consistent geographic coverage including scheduling client meetings - Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance - Ordering promotional items for clients - Preparing correspondence, special mailings, client reports and CE credit letters - Ordering all team product/marketing materials - Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests - Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team - Maintaining all client related information in our CRM database - Facilitating weekly team meetings with a prepared agenda - Booking all travel including air, hotel and transportation for the sales teams - Preparing/presenting monthly internal team reports to the Regional Vice President - Processing all Sales Practices requests for our clients as the team compliance coordinator - Processing the sales teams expenses and cheque requests The following qualifications will assist the successful candidate in accomplishing these functions:   - Related post-secondary education - Bilingualism (French/English) is a mandatory requirement for this role - Advanced knowledge of MS Word, Outlook and Excel - Excellent communication skills, both written and verbal - Professional telephone manner - Excellent interpersonal and organizational skills - Ability to work well under pressure - Ability to work independently and in a team environment - Knowledge of the mutual fund industry - CSC/IFC certification is an asset - Knowledge of National Instrument NI 81-105 is an asset - Experience with Salesforce (or a similar CRM system) and Concur is an asset  What you can expect to gain from the experience:   - Opportunity to learn about and gain exposure to a dynamic sales team - Coaching and support from direct manager and sales team in your role and your career aspirations - Proven prioritization, attention to detail and organizational skills - Relationship building skills We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted. Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   File # 18-015
Reference Number
18-015
Job Locations CA-ON-Toronto
Posted Date 3 weeks ago(5/3/2020 4:13 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.5 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.   The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Supervisor, District Sales Coordinators, the successful candidate’s primary responsibility is to provide administrative support for two sales teams (2 District Vice Presidents, 2 District Sales Representatives).   This support includes:   - Overseeing the territory management by preparing/maintaining/forecasting consistent geographic coverage including scheduling client meetings - Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance - Ordering promotional items for clients - Preparing correspondence, special mailings, client reports and CE credit letters - Ordering all team product/marketing materials - Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests - Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team - Maintaining all client related information in our CRM database - Facilitating weekly team meetings with a prepared agenda - Booking all travel including air, hotel and transportation for the sales teams - Preparing/presenting monthly internal team reports to the Regional Vice President - Processing all Sales Practices requests for our clients as the team compliance coordinator - Processing the sales teams expenses and cheque requests The following qualifications will assist the successful candidate in accomplishing these functions:   - Related post-secondary education - Advanced knowledge of MS Word, Outlook and Excel - Excellent communication skills, both written and verbal - Professional telephone manner - Excellent interpersonal and organizational skills - Ability to work well under pressure - Ability to work independently and in a team environment - Knowledge of the mutual fund industry - CSC/IFC certification is an asset - Knowledge of National Instrument NI 81-105 is an asset - Experience with Salesforce (or a similar CRM system) and  Concur is an asset What you can expect to gain from the experience:   - Opportunity to learn about and gain exposure to a dynamic sales team - Coaching and support from direct manager and sales team in your role and your career aspirations - Proven prioritization, attention to detail and organizational skills - Relationship building skills We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted. Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   File # 18-044
Reference Number
18-044
Job Locations CA-BC-Vancouver
Posted Date 3 weeks ago(5/3/2020 4:06 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.5 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.   The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Supervisor, District Sales Coordinators, the successful candidate’s primary responsibility is to provide administrative support for two sales teams (2 District Vice Presidents, 2 District Sales Representatives).   This support includes:   - Overseeing the territory management by preparing/maintaining/forecasting consistent geographic coverage including scheduling client meetings - Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance - Ordering promotional items for clients - Preparing correspondence, special mailings, client reports and CE credit letters - Ordering all team product/marketing materials - Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests - Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team - Maintaining all client related information in our CRM database - Facilitating weekly team meetings with a prepared agenda - Booking all travel including air, hotel and transportation for the sales teams - Preparing/presenting monthly internal team reports to the Regional Vice President - Processing all Sales Practices requests for our clients as the team compliance coordinator - Processing the sales teams expenses and cheque requests The following qualifications will assist the successful candidate in accomplishing these functions:   - Related post-secondary education - Advanced knowledge of MS Word, Outlook and Excel - Excellent communication skills, both written and verbal - Professional telephone manner - Excellent interpersonal and organizational skills - Ability to work well under pressure - Ability to work independently and in a team environment - Knowledge of the mutual fund industry - CSC/IFC certification is an asset - Knowledge of National Instrument NI 81-105 is an asset - Experience with Salesforce (or a similar CRM system) and  Concur is an asset What you can expect to gain from the experience:   - Opportunity to learn about and gain exposure to a dynamic sales team - Coaching and support from direct manager and sales team in your role and your career aspirations - Proven prioritization, attention to detail and organizational skills - Relationship building skills We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted. Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   File # 18-018    
Reference Number
18-018
Job Locations CA-AB-Calgary
Posted Date 3 weeks ago(5/3/2020 4:00 PM)
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $58.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $147.5 billion. We are committed to the financial success of investors, through their eyes.   Our Vision Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.   Our Values Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.   At Mackenzie Investments you can Build Your Career with Confidence by: Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge. Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work. Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities. Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.   At Mackenzie, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.   The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Supervisor, District Sales Coordinators, the successful candidate’s primary responsibility is to provide administrative support for two sales teams (2 District Vice Presidents, 2 District Sales Representatives).   This support includes:   - Overseeing the territory management by preparing/maintaining/forecasting consistent geographic coverage including scheduling client meetings - Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance - Ordering promotional items for clients - Preparing correspondence, special mailings, client reports and CE credit letters - Ordering all team product/marketing materials - Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests - Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team - Maintaining all client related information in our CRM database - Facilitating weekly team meetings with a prepared agenda - Booking all travel including air, hotel and transportation for the sales teams - Preparing/presenting monthly internal team reports to the Regional Vice President - Processing all Sales Practices requests for our clients as the team compliance coordinator - Processing the sales teams expenses and cheque requests The following qualifications will assist the successful candidate in accomplishing these functions:   - Related post-secondary education - Advanced knowledge of MS Word, Outlook and Excel - Excellent communication skills, both written and verbal - Professional telephone manner - Excellent interpersonal and organizational skills - Ability to work well under pressure - Ability to work independently and in a team environment - Knowledge of the mutual fund industry - CSC/IFC certification is an asset - Knowledge of National Instrument NI 81-105 is an asset - Experience with Salesforce (or a similar CRM system) and  Concur is an asset What you can expect to gain from the experience:   - Opportunity to learn about and gain exposure to a dynamic sales team - Coaching and support from direct manager and sales team in your role and your career aspirations - Proven prioritization, attention to detail and organizational skills - Relationship building skills We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted. Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.   Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.   File # 18-019
Reference Number
18-019