Mackenzie Investments

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Job Locations CA-ON-Toronto
Posted Date 2 days ago(10/22/2021 6:48 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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   The Quality Management division within IGM Financial Inc. is accepting applications for the position of Quality Management Digital Lead, reporting to the Quality Manager of Shared Services and Digital.   How You Will Succeed - Accountable for the design and development of Security testing - Oversee and conduct Security test execution in partnership with various QM practitioners/business representatives/3rd party resources on medium and large size projects and work packages - Work with the team to analyse business requirements through formal or informal reviews to determine Security Test criteria and govern the approach to the test effort required - Contribute and oversee the maintenance of test artefacts including status reports as required by our delivery methodology - Run IGM defect management controls for medium and large projects and work packages, including the analyst & determining priority of defects - Effectively communicate, verbally and in writing, with the project team and peer groups - Perform risk assessment analysis and provides recommendations for improvement - Ensure quality assurance processes, practices, and tools are known and followed - Leverage QA software tools for defect management, regression, security or automation testing based on industry best practices Who You Are The successful candidate will demonstrate the following core competency: - Quality Management: The successful candidate will have at least 7 years of Quality Management or Quality Assurance experience with some of that time leading small or medium size projects and initiatives. If that, quality experience has been within Asset Management, Wealth Management or Capital Markets that would be a major asset but not a requirement - Integrity: S/he will adhere to the highest standards of personal and professional integrity and will set a positive example for others - Relationship Management: The successful candidate will have a proven ability to establish and build healthy working relations and partnerships with clients, vendors and peers. The individual will possess strong communication and interpersonal skills, and executive presence; s/he will be highly credible with senior executives while also able to connect and build trust- based relationships with stakeholders at all levels of an S/he will gain commitment, trust and support from others and will be able to sell ideas inside and outside the organization - Versatility and Resilience: The successful candidate will be able to oversee multiple projects and excel in a complex and evolving portfolio. S/he will demonstrate appropriate flexibility in all situations and will be comfortable with ambiguity, while pivoting from macro to micro issues, from shaping the technology, innovation, digital, and strategy agenda through to the day-to- day details of operations and compliance issues - Determination: The successful candidate will not be afraid to challenge the status quo; s/he will exhibit a mindset of creativity, determination, and an energetic drive to succeed. S/he will have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team - Change Agent: S/he will be a confident leader with a low ego, and an ability to challenge and defend positions in a respectful way. S/he will be viewed as a visible leader, capable of building and articulating a shared vision for change Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1690
Job Locations CA-ON-Toronto
Posted Date 2 days ago(10/22/2021 6:32 AM)
  IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     The Investment Product Manager will be a contributor in the newly formed Product Intelligence Team within Mackenzie’s Product division. The Product Intelligence Team is responsible for delivering product information and insight to a wide cross-section of stakeholders across the organization. The team is accountable to deliver fund insights, marketing collateral, competitive intelligence, and broad perspective on Mackenzie’s funds, in both business and competitive contexts. The team maintains accountability for information flow on the fund products in market, builds and maintains information systems to support that flow, and supports Mackenzie’s product strategy to Product leaders through continuous measurement and analysis of various success metrics. The Investment Product Manager will work on a team as a subject matter expert on products from all asset classes in both Retail and Institutional – equity, fixed income and balanced – and help or lead projects aimed at improving the quality and delivery of information and insights to business stakeholders. Success is achieved by leveraging professional and academic experience in a combination of areas, including asset management, business analysis, market analysis, and organizing various technological tools. Naturally hard-working and takes pride in producing excellent work, the ideal candidate seeks to build on their market and business acumen, seeks continuous improvement and has aptitudes for dynamic problem solving, communication, and relationship management. Key drivers of success include:   Revenue Growth - Lead by example on the Product Intelligence Team to improve product information flow to enhance the sales process - Enhance and support messaging and update relevant content to differentiate Mackenzie products and explain performance - Develop, maintain and improve scalable team processes to make the most of team resources in Product Management cycle - Raise profile of competitive investment strategies or solutions to the client-facing organization - Collaborate with client-facing colleagues to develop customized client solutions - Provide insight, content and analytics in the completion of highly customized request for proposals (RFPs) - Provide portfolio updates including attribution analysis to internal partners - Assist Investment Directors and Senior Investment Director in understanding each channel and developing appropriate product strategy Product Management - Collaborate with Investment Directors and Senior Investment Director to create content for presentations to external constituencies - Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization - Articulate points of differentiation for Mackenzie products and strategies in the Institutional and Retail space - Marketing support – Creating content for fact sheets, brochures, or web content. Developing story lines for fund positioning, and providing input on public relations, website, sales presentations, and talking points - Create new analytical tools and frameworks - Develop long-term strategic business plans for existing products - Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients - Develop and communicate expertise on mutual fund and institutional industry trends - Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging - Develop proactive insights, perspectives, product training, and support to sales teams Product Development - Occasionally contribute to new product development ideas - Collaborate with product development and portfolio management colleagues to bring new ideas to market - Create client-facing enthusiasm for innovative new products Business Partner - Client advocate within the organization - Comprehensive knowledge of investment philosophy, process, performance and research - Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance - Understand investment strategies, performance, and attribution analysis - Develop deep partner relationships with all Mackenzie functional units Qualifications - The ideal candidate will have at least 2-5 years of relevant experience - Strong knowledge of capital markets and asset management business - Skill to manage multiple constituent relationships within the organization - Excellent interpersonal skills, including excellent communication skills and product knowledge - Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions - Strong attention to detail with the ability to manage multiple tasks simultaneously - CFA designation, is an asset - Fluency in French is an asset, but not essential   Values and Personal Attributes - Analytical problem solver - Ability to build relationships internally with all levels - Comfort with ambiguity - Flexible - comfort managing multiple complex tasks at once; prioritizing - Creative, entrepreneurial spirit - Ability to implement – not just analyze - Intellectual rigor - Team-oriented mindset - Warm, friendly, collegial, and approachable - Ability to relate well to all kinds of people - Energetic leader - Client-focused - High integrity - Detail-oriented - Accountable  Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1693
Job Locations CA-ON-Toronto
Posted Date 2 days ago(10/22/2021 6:15 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     The Role: As an Bilingual Associate, Talent Acquisition you will be instrumental in helping the Talent Acquisition team succeed with the administrative process of end to end recruitment. As the bilingual first point of contact to the TA Team, you must be extremely organized and detailed orientated with a keen understanding of “sense of urgency”. While a lot of the work is following systems and processes, critical thinking is also the key to your success.  This role is perfect for someone who thrives in both an autonomous and team player capacity and is looking to advance their career in the Human Resources field.   Key responsibilities: - Ensuring all job postings are posted in a timely and accurate manner - Supporting the team with recruitment related administration including, but not limited to: Administering and following up on all candidate background checks, generation of offer letters, scheduling interviews - Responsible for the organization and upkeep of team recruitment metrics - Process documentation as required - Participate in team project work as required - Ability to work in a face-paced environment while managing tight deadlines   The following qualifications will assist the successful candidate: - Relevant experience in detailed administrative work - Knowledge of recruitment process - Previous experience with applicant tracking system an asset - Expertise in Microsoft Office - Fully Bilingual in French and English is a requirement Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1465
Job Locations CA-ON-Toronto
Posted Date 2 days ago(10/21/2021 12:02 PM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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 idea   The Role:   The Product Marketing Team plays a pivotal role at Mackenzie by leading the development of effective Marketing plans and strategies that are aligned with its corporate goals, objectives, and strategies.   This role will require an organized, proactive individual who is able to multi-task. The following are select key responsibilities: - Support the execution of the strategic marketing plans for multi-channel and multi-segment initiatives - Provide ongoing management of integrated marketing initiatives - Coordinate the production of all event support materials - Coordinate approvals and feedback from cross-functional stakeholders - Build and manage close relationships with key business partners, both inside and outside of marketing, to understand their strategies and priorities - Support efforts to better understand and improve the experience and resources for advisors and investors - Other duties as they pertain to marketing and brand initiatives Qualifications: - 3+ years of Marketing and/or Communications experience - Undergraduate degree with an emphasis in marketing, business or communications preferred - Asset Management industry experience with ETF and Mutual fund knowledge preferred - Excellent communication skills, both written and verbal - Highly organized with keen attention to detail - Strong multi-tasking and interpersonal skills - Excellent analytical and critical thinking skills - Collaborative work ethic - Highly motivated individual with willingness to take initiative - Ability to thrive in a fast-paced environment - Advanced PC skills, including Word, Excel and PowerPoint. - Successful completion of Canadian Securities Course is an asset - Knowledge of Mackenzie's products, policies and procedures including familiarity with marketing practices Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.    
Reference Number
21-1522
Job Locations CA-ON-Toronto
Posted Date 3 days ago(10/21/2021 5:54 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Department Summary: Learning, Communication and Collaboration services is comprised of five key disciplines of which Service Assurance is included. The five disciplines provide support to various internal business partners throughout Client Services Operations and in some cases to other divisions of the two organizations.   Position Summary: The Service Assurance Specialist role will focus on providing guidance and direction for all Service Recoveries relating to specific products, technical systems, tax related implications and regulatory obligations. Recovery efforts that are complex in nature will require coordination and collaboration with Senior Leaders/resources within Client Services Operation and in various divisions including Product, AFP, Corporate Tax, Distribution and Compliance. This role will also provide oversight and be responsible for coordinating the administration of all operational aspects relating to the Service Recovery along with understanding the data requirements and technical system functionality and limitations to deliver accurate communications. Areas of expertise may include but are not limited to any combination of the following: RSP, RIF, TFSA, Estates, Segregated Funds, IG Legacy Products, Mortgage, Nominee, IIROC, Banking & Insurance. Represents Contact Centre to ensure recovery strategies are in line with product intricacies, operational controls, regulatory, compliance and legal obligations and tax guidelines. Responsible for the review of all communications to ensure that any reputational risk is protected, and regulatory obligations are met.   THIS POSITION IS PAN-IGM AND SUPPORTS BOTH IG WEALTH MANAGEMENT AND MACKENZIE INVESTMENTS   Duties Include: - Leads coordination of Service Recovery effort - Responsible for coordination activities, including; determining who key stakeholders required to participate in Service Recovery meetings/decisions, calls meetings and chairs meetings, responsible for regular Service Recovery notifications & any advance notices to National Distribution Leaders, as required. - Represents Contact Centre to provide business expertise to guide recovery strategies resulting from service failures. Scope includes, statement issues/changes, confirmations, new product launches or regulatory changes. Assessing the impact to our business and determining the best approach for recovery and ongoing controls while understanding system functionality and limitations. - Responsible for the holistic assessment of risks associated with complex service recovery issues including products and services, procedures, controls, system limitations and tax consequences. Action plans are developed to address potential risk areas. - Responsible for the oversight of communications, operational recovery and ongoing controls. - Acts as primary technical and subject matter expert for the company for Service Recovery issues. - Determine and provide guidance and direction pertaining to communications, system/data requirements and regulatory obligations. - Research and respond to technical and operational inquiries from internal and external parties including Product, AFP, Corporate Tax, Distribution/Consultants and Compliance. - Works with Senior Management, teams and internal partners on a regular basis to ensure technical, data requirements are met while having an in depth understanding of policy/procedures, tax, compliance and regulations. Qualifications: - Minimum 4 to 7 years of experience within a client service/business operations environment. Experience needs to span across multiple platforms and product lines and include both business and systems expertise. - Strong problem solving/analytical and decision-making skills. - Strong customer service orientation with excellent interpersonal and communication skills, both written and verbal. Ability to communicate with all levels of management. - Exceptional organizational and time management skills. Ability to deliver under tight time constraints. - Strong relationship management skills and the ability to develop partnerships with key business partners. Strong initiative and ability to think outside the box to develop innovative solutions. - Proficient in Microsoft Office Suite. - Post-secondary degree /diploma in a relevant business discipline. Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.    
Reference Number
21-1665
Job Locations CA-ON-Toronto
Posted Date 4 days ago(10/20/2021 10:37 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Position: We are currently hiring an intern looking for a winter term position, January to April 2022.  Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.  Located in our Toronto office, the intern will be responsible for the following activities:   A) Research & Analysis: - Analyze and evaluate competitors’ investment offerings, market share as well as tracking of product evolution and broad investment industry trends and submit recommendations for improvements - Manage and maintain the competitive/industry analysis to support development of all new product initiatives/ideas - Manage and maintain the competitive intelligence database and internal websites - Review external research reports and share findings with internal stakeholders - Continuously monitor and evaluate Mackenzie’s prices in the context of the existing pricing strategy and competitive trends B) Execution & Delivery: - Create presentations for senior management that will facilitate communication and support management decision-making. - Provide key industry decision-making reports and analytics in addition to product level competitive intelligence to provide for a continuous flow of intelligence in support of innovation. - Communicate ad hoc research/analysis insights to stakeholders to support their decision making. Requirements: - Registered students returning to school in 2022 in a related field (BCom, BA, BSc, etc.) - Ability to work well in a team environment - Excellent interpersonal, judgment & decision-making skills - Ability to self-motivate and prioritize time-sensitive deadlines - Ability to apply analytical methods to facts and hypothesis to provide information in support decision making - Experienced in using different analytical tools to complete the required financial analysis - Apply sound judgment in constructing analysis and in formulating recommendations - Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen - Ability to create PowerPoint presentations with clear messaging, supported by sound analysis - Proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Job Locations CA-ON-Toronto
Posted Date 4 days ago(10/19/2021 1:35 PM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Department Summary:   We are looking for an Estate Associate to join our Estates team in Operations Services.  Operations Services provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.   Position Summary: Looking for a strong team player who enjoys and excels working in a challenging environment on multiply systems and platforms and focused on providing an exceptional client experience.  Estate Associate is Single Point of Contact to internal and external clients assisting and answering inquiries through telephone, email, and letter correspondence on deceased IGM clients. The individual will be responsible to handle all types of client notifications, processing requests, account valuation including capital gain/loss, tax reporting and provide policy & procedure information when handling the estate accurately and professionally.  Individual should be committed to handle all requests with quality and strong desire to provide a positive client experience.     Duties Include: - Interpreting and analyzing documentation for the settlement of a deceased IGM client estate. - Respond to daily correspondence and inquiries via phone and email with communicating procedures, policy, tax and legal information to clients, executors, lawyers, region offices, and Consultants. - Prepare letters in a prompt, efficient manner that provide instructions and requirements on what is required to settle deceased accounts. - Handle escalated issues and resolving, recommending solutions for client complaints and complex servicing issues for Estates settlements. - Calculate deceased tax information, capital gain/loss values, and adjusted cost base as required. - Process settlement of all deceased client IGM accounts which includes redemptions, transfers, account, manual collection of fees and tax adjustments. - Processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines   Qualifications: - Minimum 1 -2 years’ experience in an investment or financial services environment. - Excellent oral and written communication skills - Mutual Fund and Financial Industry knowledge and experience is an asset - Exceptional telephone handling skills and strong customer service focus. - Well-developed knowledge of Investors Group products and services. - Experience with TreX, DCA, SAS and RBroker operating systems - Tax knowledge would be an asset - Strong PC skills working with all Microsoft applications; Outlook, Excel, Word and Teams. - Proven analytical, problem solving and decision-making skills - Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment - Ability to multi-task and adapt to frequently changing priorities - Strong organizational, Interpersonal, and time-management skills Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1662
Job Locations CA-ON-Toronto
Posted Date 5 days ago(10/19/2021 8:43 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     About Client Solutions: Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.   The Opportunity: The Client Solutions department at Mackenzie Investments is looking for one dedicated Coordinator, Client Solutions to join our team. Reporting to Client Solutions Manager, the successful candidate will be responsible for daily administrative functions related to client account servicing of registered and investment products.   As a Coordinator, Client Solutions, you will have the opportunity to do your best work by - Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in . Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.    - Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.  - Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.   To be successful in this role, you have: - Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset. - Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation. - Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning. - Strategic thinker: Ability to problem solve and make decisions based considering regulatory environments. - Communication: Excellent written and oral communication skills. - Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. - Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset. - Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.    
Reference Number
21-1669
Job Locations HK
Posted Date 5 days ago(10/19/2021 8:01 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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 Asia Ltd. is a subsidiary of Mackenzie Investments  Mackenzie Investments Asia Ltd. is currently accepting applications for a permanent full-time position of Trader. The role will be based in Hong Kong. This is an exciting opportunity for an individual to work within a growing international asset management firm. The ideal candidate will possess a high level of market knowledge, and the ability to interact with, and succinctly communicate information to the investment team.      Primary Responsibilities:   Primary responsibilities will include, but are not limited to: - Quickly learning to work alongside the Asia Head Trader, independently executing both high touch and low touch trades. Fund mandates are pan-Asia, so you will have the opportunity to trade all markets from Australia to India. Act as a back-up trader, and be able to perform primary trading responsibilities, as needed - Executing and closely monitoring European equity trades, providing summaries to Canada-based traders as the book is handed over. - Assisting with trading fixed income, with potential to play an active role in the ETF business. - Maintaining internal data sets including commissions, attribution, and transaction cost data. Improve existing spreadsheets and tools used by the trading desk - Disseminating relevant market or stock specific information to analysts and portfolio managers. - Working closely with the middle office team to resolve trade mismatches - Assisting in the booking of Stock Connect trades and helping to develop the process as investing in China expands over time - Developing strong relationships with sell side trading firms - Performing other ad hoc investment related and administrative tasks, as directed by the trader or portfolio managers Requirements: - Bachelor’s degree in related field, and 3+ years relevant experience either in a trading, data analytics, or a trading support role - Focused and driven, with a desire to learn new skills - Strong interest in financial markets, and understanding of equities and asset management - Must be organized and have strong attention to detail - Demonstrate strong communication and interpersonal skills with fluency in English. Cantonese and/ or Mandarin is an asset - SFC licenses - the individual will be expected to have attained or be in the process of working towards further professional qualifications - Proficiency in Bloomberg and Microsoft Office   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1667
Job Locations CA-ON-Toronto
Posted Date 5 days ago(10/19/2021 7:22 AM)
  IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Department Summary:   We are looking for an Estate Associate to join our Estates team in Operations Services.  Operations Services provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.   Position Summary: Looking for a strong team player who enjoys and excels working in a challenging environment on multiply systems and platforms and focused on providing an exceptional client experience.  Estate Associate is Single Point of Contact to internal and external clients assisting and answering inquiries through telephone, email, and letter correspondence on deceased IGM clients. The individual will be responsible to handle all types of client notifications, processing requests, account valuation including capital gain/loss, tax reporting and provide policy & procedure information when handling the estate accurately and professionally.  Individual should be committed to handle all requests with quality and strong desire to provide a positive client experience.     Duties Include: - Interpreting and analyzing documentation for the settlement of a deceased IGM client estate. - Respond to daily correspondence and inquiries via phone and email with communicating procedures, policy, tax and legal information to clients, executors, lawyers, region offices, and Consultants. - Prepare letters in a prompt, efficient manner that provide instructions and requirements on what is required to settle deceased accounts. - Handle escalated issues and resolving, recommending solutions for client complaints and complex servicing issues for Estates settlements. - Calculate deceased tax information, capital gain/loss values, and adjusted cost base as required. - Process settlement of all deceased client IGM accounts which includes redemptions, transfers, account, manual collection of fees and tax adjustments. - Processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines   Qualifications: - Minimum 1 -2 years’ experience in an investment or financial services environment. - Excellent oral and written communication skills - Mutual Fund and Financial Industry knowledge and experience is an asset - Exceptional telephone handling skills and strong customer service focus. - Well-developed knowledge of Investors Group products and services. - Experience with TreX, DCA, SAS and RBroker operating systems - Tax knowledge would be an asset - Strong PC skills working with all Microsoft applications; Outlook, Excel, Word and Teams. - Proven analytical, problem solving and decision-making skills - Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment - Ability to multi-task and adapt to frequently changing priorities - Strong organizational, Interpersonal, and time-management skills Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1662
Job Locations CA-ON-Toronto
Posted Date 5 days ago(10/19/2021 5:24 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.   Role& Responsibility: The Senior IAM Architect will work with project teams to architect secure IAM and PAM solutions destined for multi-cloud and on-prem environments.   Working with business, security, and other technical team members, the IAM Architect will assist with technical security architectural requirements, design, and delivery of the SailPoint IIQ, Active Directory and Privileged Access Management platforms. This role will lead the development of toolsets that brings centralization, security, and timely access to resources and will work closely with IAM Engineering, Operations and DevOps team members.   The Architect will work in a collaborative fashion with team members including security analysts, project managers, solution architects, business, and QA analysts. Provide technical consultancy and guidance, as needed, to other IS teams as well as internal business service lines.   This is a deep technical, delivery and leadership-oriented role, and provides a unique opportunity to work closely with numerous business and functional areas across IGM.   Key Capabilities & Responsibilities: - Define security architectures across hybrid technological stacks and cloud platforms - Act as an SME in IAM platforms on evaluating, designing, and testing IAM solutions and technologies, aligned with the enterprise security platforms, including SailPoint IIQ, PAM, Microsoft Active Directory and Azure Active Directory - Define solutions realizing workforce and customer IAM capabilities, develop and evolve solution architectures and designs, demonstrate solutions meet stakeholders’ requirements, and obtain approval on the architectures and designs at the architecture review board - Deliver architectures and designs in both agile and iterative waterfall project delivery models, and propose and implement enhancements to improve the viability of the solutions to meet program timelines, budget, and quality measurements - Author patterns to drive reuse of IAM solutions across IGM - Be an authoritative and trusted partner with deep, practical experience in workforce and customer IAM, PAM and solution architecture best practices to various business and functional areas across IGM, as well as to various risk management and governance functions - Liaise with cloud, integration, data, digital, security and infrastructure architecture, development, and engineering teams to ensure that all solution architecture views are defined and elaborated - Develop documentation, architectural, design and workflow diagrams, and test scripts - Identify and communicate high-level gaps and issues in primary functional areas - Review solutions to ensure new and existing applications are implemented to the standards utilizing the RBAC and Zero Trust Security Frameworks - Proactively identify security technology reuse goals and opportunities - Direct the research and evaluation of emerging IAM and PAM technologies, industry, and market trends; and ensure recommendations are based on business relevance, current standards and best practices, appropriate timing, and deployment - Identify potential risks of projects, document and address those risks and work with other teams to resolve issues In Scope Key Candidate Skills: - Greenfield Identity & Access Management Platforms - SailPoint IIQ - Windows Active Directory - Azure Active Directory - Authentication & Authorization Protocols (SAML, OAuth, OIDC) - Privileged Access Management - Azure AD Privileged Identity Management (PIM) - Zero-Trust and NIST Identity Frameworks - MFA - Least Privilege RBAC and Segregation of Duties - Microsoft M365 - Cloud Platform IAM (Azure, GCP, AWS) - Infrastructure as Code - PowerShell Qualifications: - A University degree plus at least 5 years' experience with IAM and PAM architectures and security - Extensive knowledge and experience of IAM and PAM-related security capabilities (i.e. provisioning, birthright roles, entitlements, segregation of duties, authentication, authorization, human and non-human credential and role management, access certification, logging, analytics and reporting, privileged access management, etc.) and their realization across workforce and customer populations - 5+ years of hands-on working experience in the participation of engineering and design of enterprise scale IAM and PAM solutions - Diverse solutioning experience in a variety of environments, platforms, and channels, including multi-cloud, SaaS, on-prem, off-prem, mainframe, web, mobile, call centre, public clients, etc. - Hands-on experience in using a variety of protocols and standards in solutions, including SAML, OAuth, OIDC, XACML, SCIM, FIDO2, Human Workflow with ServiceNow, NIST 800-63, NIST 800-207 Zero Trust Framework, etc. - 5+ years’ experience with Microsoft Windows AD, Azure AD, and LDAP - 5+ years’ experience with SailPoint and Java, JavaScript, Beanshell, JSON, XML, RPC, SQL, Python and REST development - One or more IAM and PAM certifications (SailPoint Certified IdentityIQ Architect and/or SailPoint Certified IdentityIQ Engineer, CyberArk Sentry and/or Guardian) - Experienced with security and risk control frameworks related to cloud, including CSA, CIS, NIST, etc. - One or more industry recognized architecture professional designations (e.g. TOGAF, SABSA, etc.) is an asset - One or more industry recognized information security professional designations (e.g. CISSP, CISA, etc.) is an asset - Experience in Digital Applications, Salesforce Financial Services Cloud, Azure, GCP cloud services platforms is an asset - Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment - Highly self-motivated, self-directed, and attentive to detail - Excellent documentation and diagraming skills with diligent attention to detail, providing clarity of architecture and design for Engineering and Operations teams - Superior leadership, collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment - Strategic thinker with strong organizational, project management and time management capabilities - Deadline-driven and results-oriented; able to meet consistently high-quality standards while handling a variety of tasks and deadlines simultaneously - Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors - Strong desire to implement change and contribute to the organization - Knowledge of Financial Services industry   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.    
Reference Number
21-1672
Job Locations CA-ON-Toronto
Posted Date 5 days ago(10/18/2021 11:36 PM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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   The Senior Specialist, IAM Operations is responsible for day-to-day operational activities providing expertise and support to the Identity and Access Management team.   This is a technical role, and the ideal candidate is passionate about delivering IAM services through operational excellence. The candidate must have a proven versatile skill set, including technical acumen and excellent learning agility with the ability to maintain, operate, support, and document enterprise-class solutions and systems based on industry-standard IAM and PAM platforms in complex environments. The Specialist will bring to bear a combination of prior strong IAM and PAM experience, problem-solving skills, and technical expertise in delivering operational excellence to drive business strategies to successful outcomes.   This role focuses on reviewing existing IAM processes and driving continuous improvement initiatives to ensure they are aligned to IGM’s strategic goals, security and risk standards, governance, audit, and reporting on all facets of IAM Operations.    This position will establish partnership and communication channels with multi-functional teams that include business users, external business customers, consultants, and cross-IS teams to deliver on key business initiatives.   Key Capabilities & Responsibilities - Drive and advance Identity management and customer experience capabilities that align with our Business and IS Strategy - Manage and operate IAM and PAM platforms including provisioning, birthright roles, entitlements, segregation of duties, authentication, authorization, human and non-human credential and role management, access certification, logging, analytics and reporting, privileged access management, across both internal and cloud platforms - Provide first and second level support, troubleshoot and remediate any IAM and PAM related issues - Serve as a Subject Matter Expert in the efficient management of operational functions of all Identity Management platforms - Provide technical and governance input to Identity Management projects - Be the technical liaison and escalation point between different teams - Work closely with the Infosec team on operational and performance statistics for IAM and PAM platforms to ensure reliability and availability, perform preventative maintenance, and automate routine procedures - Maintain production change control schedule and participate in change control processes - Troubleshoot problems and respond to escalations, and perform repairs as needed - Conduct routine access certifications to ensure compliance and audit with established standards, policies, and configuration guidelines - Create and maintain documentation such as requirement/design documents, operational drawings, standard operating procedures, playbooks, manuals, etc. - Independently handle operational tasks without management oversight - Collaborate closely with multiple levels of leadership as well as peers to build alignment and advance initiatives In Scope Key Candidate Skills: - Identity & Access Management Platforms - SailPoint IIQ - Windows Active Directory - Azure Active Directory - Authentication & Authorization Protocols (SAML, OAuth, OIDC) - Privileged Access Management - Azure AD Privileged Identity Management (PIM) - MFA - Least Privilege RBAC and Segregation of Duties - Microsoft M365 - Cloud Platform IAM (Azure, GCP, AWS) - Infrastructure as Code - PowerShell Qualifications & Skills: - Undergraduate degree coupled with identity management experience in a large organization, preferably a financial institution. - 5+ years of operational SailPoint IIQ experience with strong knowledge in Zero Trust - Strong experience in Microsoft Active Directory and Azure Active Directory - Operational experience with CyberArk Privileged Access Management products or solutions at large enterprise organizations is an asset - Knowledge of security and risk control frameworks related to cloud, including CSA, CIS, NIST, etc. - Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment - Highly self-motivated, self-directed, and attentive to detail - Superior collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment. - Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors - Ability to determine the information and communication needs of stakeholders - Deadline-driven and results-oriented; able to meet consistently high-quality standards while handling a variety of tasks and deadlines simultaneously - Strong desire to implement change and contribute to the organization - One or more industry recognized information security professional designations (e.g. CISSP, CISA, etc.) is an asset - Knowledge of the Financial Services industry is a definite asset Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1673
Job Locations CA-ON-Toronto
Posted Date 6 days ago(10/18/2021 9:13 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     About the Fund Tax Services group: Although part of Mackenzie Investments are located in Toronto, Fund Tax Services (FTS) is a shared services group that provides tax professional services to the Mackenzie, Investors Group, Canada Life, Quadrus and Counsel fund families. Its primary functions include: - working with external and internal partners to ensure the completeness, accuracy, timeliness and consistency of department deliverables - providing key oversight to our external service providers to ensure accurate and timely fund distribution calculations and estimates - fund tax compliance and reporting for investment vehicles including mutual fund trusts, mutual fund corporations, and other entities - and may include domestic and foreign tax compliance and reporting - tax research and analysis related to complex tax questions and actions as well as product initiatives such as fund launches, operations, changes and mergers (and incorporating unitholder, trust, corporate, and excise areas) About the Senior Manager position: Reporting to the AVP, Fund Tax Services, the Senior Manager will be a valued member of a Team of Tax Professionals responsible for tax compliance and consulting including: - the accurate and timely deliveries of primary Fund Tax Services functions - oversight of our external service provider(s) - the understanding and oversight related to tax compliance and reporting activities and may include the expansion of activities as tax rules change and as funds expand their spheres of investment - providing ad hoc analysis and opinions on tax and distribution issues pertaining to product initiatives and the investment vehicles served by the group - reviewing corporate actions and recommending appropriate responses - liaise with various parties such as CRA, external auditors, tax advisors, investment managers, product managers and internal departments within Mackenzie, Investors Group, and our other fund families - documenting and reviewing policies and procedures and recommending and implementing process and system improvements as required The successful candidate will lead a team that works with the AVP and the Director of FTS as well as interacts with other FTS teams that include other Senior Managers and Analysts/Senior Analysts. To carry out these responsibilities, the Senior Manager requires these qualifications: The following qualifications are required of the successful candidate: - 7+ years of experience, with increasing exposure to, and responsibility for, tax services, preferably in the investment fund industry - undergraduate accounting, finance or equivalent degree - accounting designation or tax accreditation (e. CPA, In-Depth Tax Course) - ability to work both independently and as part of a team; experience managing people is preferred - capacity to manage multiple competing projects and deadlines, as well as a fluctuating workload - strong analytical and organizational skills with high attention to detail - excellent tax research, tax preparation, and analytic skills - desire to remain up-to-date with tax laws, regulations, and changes in the mutual fund industry - ability to build and maintain relationships with departments across the organization - excellent verbal and written communication skills in order to liaise with various parties - advanced computer skills, including expert proficiency in Excel and other Microsoft Office products; knowledge of VBA is an asset - knowledge of tax preparation software and fund reporting software such as MPower is beneficial but a keen willingness to learn reporting systems and seek enhancements to existing processes is fundamental. Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.    
Reference Number
21-1671
Job Locations CA-ON-Toronto
Posted Date 1 week ago(10/15/2021 3:32 PM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Overview:   The IGM Technology Service Governance & Reporting team is accountable to act as a point of contact/business relations to key 3rd party IT service providers; assessing and driving on-going improvements in service delivery, including defining and monitoring performance of key performance indicators/metrics, managing technology and business issues as they relate to contracts managed; ensuring business value for services provided and cost optimization. The Service Governance & Reporting team manages the IGM Technology Service Lifecycle and Service Catalog, inclusive of all major ITIL processes such as release, change, configuration management, communication, incident, and problem management, and partners with the business and Enterprise Architecture to ensure effective service strategy and design.   The Sr. Manager, Change, Asset, and Config Services is accountable for IGM Financial’s, change, asset, and configuration management processes. The role will facilitate and continuously improve IGM’s change management processes including the Change Advisory Board (CAB) to verify changes entering IGM’s ecosystem are assessed for risk and impact, tested, and communicated appropriately. You will maintain a holistic forward-looking schedule of changes for consumption by all IGM Technology. The role is accountable for ensuring configuration items (CI) are registered in the Configuration Management Database (CMDB). Accurate CI relationships are defined, and overall data is complete, accurate and timely for IGM Technology’s IT applications hosted in Cloud or on-premises environments. The role is responsible for ensuring CMDB data quality is certified prior to cost recovery periods, working towards a target state where data upkeep is optimized and automated. The role is accountable for establishing and maintaining IGM’s software asset management practice, including process design, implementation, and governance of: software request fulfilment, license compliance, license optimization, supporting internal and externa license audits.   Responsibilities: - Manage/operate IGM’s change, asset, and configuration processes and practices. Collaborate with IGM’s release management process/practice to ensure proper registration and assessment of all upcoming changes. Including process design, implementation (through automation where possible) and socialization to practitioners, management, and Executive. - Collaborate with internal support groups, and external service providers to ensure that IGM change management processes exist, are documented, and followed. - Accountable for the maintenance and development of a book of record view of IGM Technology’s assets (on-premises and Cloud) - Accountable for ensuring asset lifecycle processes are defined and governed to ensure cost avoidance, cost optimization - Accountable for IGM’s CMDB framework supports application to infrastructure mapping - Advancing maturity in the CMDB model definition, aligning to critical application and business capabilities. - Collaboration with IT Architecture, IT Engineering, IT Risk, Finance, and IT Operation requirements for CMDB data are considered. - Understanding and supporting IGM Discovery processes and tools to ensure CI are automatically created and updated in the CMDB in a timely manner. - Defines and implements IGM Change Advisory Board (CAB) and accountable for ensuring employee, vendor, and advisor awareness for all changes, in an appropriate timeframe - Assess internal and vendor changes for risk/impact and ensure there are plans for appropriate business awareness, approval, testing and communication - Report upcoming and previous changes for inclusion in Executive reporting and change calendar(s) - Monitor for and identify changes that cause unplanned business disruption. Perform post implementation reviews of those changes and identify continual process improvements to prevent future disruptions - Accountable for IGM’s on-premises infrastructure, Cloud, and software asset management practice, process design and implementation. - Ensure software request fulfilment is performed in a timely manner. - Ensure license entitlement for IGM is optimized through best-practice process including harvesting and reassignment of unused licenses. - Monitor and execute on software license renewals and actively search for and reduce licensing costs for under utilized software licenses - Participate in software compliance audits, escalating where appropriated - Investigate and advise internal stakeholder on software license entitlements and cost optimization options Qualifications:   Required - Thorough understanding of ITIL/ITSM processes with deep knowledge of the various ITSM stages, including but not limited to: Asset, Configuration, Change, Deployment and Release Management. Working knowledge of Incident Management, Problem Management, Knowledge Management, and Service reporting and KPIs. - Proven experience in asset and/or configuration management role - Proven experience in a change and/or release management role - Proven experience in software license management - Demonstrated experience in influential communication to senior management and stakeholders with proven leadership skills - Proven experience in coaching and mentoring for high performance - Strong experience in redefining service delivery, management of support functions and balancing priorities - Proven experience with COBIT or other IT industry frameworks. - Strong verbal and written communication skills, problem solving skills - Self-starter - Ability to work across functional areas to drive continuous improvement - Ability to work in challenging and ambiguous environments - Ability to use data-driven techniques, analyze and interpret data - Ability to remain flexible and adapt to changing priorities with promptness, efficiency and ease - Ability to practice Adaptive Governance, allowing the organization to deliver with agility and with scaled rigor - Strong customer experience focus and mindset Assets: - ITIL v3+ Foundation certification or similar certification - Post-secondary education in Computer Science or related field Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.    
Reference Number
21-1479
Job Locations CA-ON-Toronto
Posted Date 1 week ago(10/15/2021 1:59 PM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Overview: The IGM Technology Service Governance & Reporting team is accountable to act as a point of contact/business relations to key 3rd party IT service providers as a Service Management Office, assessing and driving on-going improvements in service delivery, including defining and monitoring performance of key performance indicators/metrics, managing technology and business issues as they relate to contracts managed; ensuring business value for services provided and cost optimization. The Service Governance & Reporting team manages the IGM Technology Service Lifecycle and Service Catalog, inclusive of all major ITIL processes such as release, change, configuration management, communication, incident, and problem management, and partners with the business and Enterprise Architecture to ensure effective service strategy and design.   The Senior Specialist, Configuration and Asset is responsible for maintaining asset and configuration information across IGM Technology’s IT applications, cloud, and infrastructure assets. You will develop/maintain processes and provide both governance and oversight into asset and configuration management with internal and external service providers. You will practice continuous improvement and maintain the Configuration Management Database (CMDB) as the definitive source of technology data. You will work closely with operational teams, in-house and third-party, to ensure accurate asset and configuration data is recorded and periodically verified, including maintaining relationships between business and technology services, applications, and infrastructure components to ensure accurate change/incident impact assessments. You will work closely with Change, Incident, Problem, Request processes to ensure there is accurate data available to these processes and will partner with the ServiceNow administrators to design and maintain the discovery process and tool.   Responsibilities: - Provide strategic thought, and advocacy, for advancing asset and configuration management practices - Provide high quality CMDB data to other processes including Change, Release, Incident, Problem, Knowledge, Architecture, and Finance - Develop and maintain a book of record view for all IGM Technology’s assets - Develop and maintain asset lifecycle policy, process, and procedures to ensure IT assets are properly tracked from procurement to disposal - Develop and maintain process in collaboration with other teams that manage IT assets, to ensure assets are controlled and accurate data is maintained - Adhere to ServiceNow Common Service Data Model (CSDM) best practices - Develop and maintain CMDB classes and relationships to model applications and services, and advancing IGM’s overall Service Mapping - Collaborate with Technology Architecture, Engineering, and Operational Support Teams to advance CMDB effectiveness and understanding - Manage CMDB integrations with third-party vendors that support or manage IGM assets - Ensure Discovery and/or IGM CMDB replication are running and in a healthy state - Perform ongoing verification that configuration items (CIs) are discovered, relationships are 100% mapped, and related costs are accurate - Partner with application owners to ensure decommissions occurs in a timely manner for cost avoidance - Partner with other process areas to document all current state processes, gaps, opportunities, and target state processes as they relate to asset and configuration management - Contribute to change management review and approvals for modification to CIs - Manage requests for new CI discovery and creation - Identify and automate manually intensive tasks Qualifications:   Required - 5 years’ experience designing, implementing, and maintaining a CMDB in ServiceNow or equivalent tool - 3 years’ experience supporting ServiceNow Discovery and Service Mapping or equivalent tool - Working knowledge of ServiceNow Common Service Data Model (CSDM) - Proven experience in asset and/or configuration management role - Good understanding of desktop, server, database, network infrastructure in cloud environments and on-premises data centers - Thorough understanding of ITIL/ITSM processes with deep knowledge of the Asset, Configuration, Change Management. - Working knowledge of Incident Management, Problem Management, Knowledge Management, and Service reporting and KPIs. - Demonstrated experience in influential communication to senior management and stakeholders with proven leadership skills - Strong verbal and written communication skills, problem solving skills - Ability to work across functional areas to drive continuous improvement - Ability to work in challenging and ambiguous environments - Ability to use data-driven techniques, analyze and interpret data - Ability to remain flexible and adapt to changing priorities with promptness, efficiency, and ease - Ability to practice Adaptive Governance, allowing the organization to deliver with agility and with scaled rigor - Strong service orientation and mindset - Self-starter - Detail oriented Assets: - Provide experience in a change and/or release management role is an asset - Post-secondary education in Computer Science or related field - ITIL v3+ Foundation certification or similar certification - System administration experience in Windows, Linux, Unix - SCCM, Intune, administration experience - Relational database experience - Basic Network knowledge of IP protocol, SSH, and SNMP - Cloud environment knowledge related to Azure, and Google Cloud - Proficiency in Microsoft Excel for data analysis   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1523
Job Locations CA-ON-Toronto
Posted Date 1 week ago(10/13/2021 12:24 PM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     Position: We are currently hiring an intern looking for a winter term position, January to April 2022.  Candidates in an undergraduate or graduate program that will be returning to school after the internship to be eligible to apply.   Located in our Toronto or Winnipeg office, the IT Risk team is critical part of Investors Group / Mackenzie Investments (IGM Financial).  Reporting to the Director of IT Risk, the Intern candidate’s core responsibilities will include: - Creation and maintenance of security-centric documents, policies, standards, rules, and procedures - Write threat intelligence briefs based on security and IT risk event disclosures in the news media, and research impact of newly discovered information security risks - Identify and analyze data to evaluate effectiveness of security controls - Assist Risk Analysts and Advisors to prioritized remediation recommendations - Drive remediation efforts based on the results of security scans across all IT disciplines - Assist in designing effective security controls - Support security and risk education and awareness campaigns to further drive cyber-resilience across the organization - Create re-usable awareness materials and articles for various periodicals and intranet sites The following qualifications are required of the successful candidate: - Enrolled in a post-secondary education program in a relevant technology discipline or designation/certification - Proactive and self-motivated with strong attention to detail, problem solving, prioritization and organizational abilities - Excellent written and verbal communication skills with experience preparing and delivering presentations with impact - Passion and interest in Technology, IT Risk, and Cyber Security - Proven collaboration and facilitation skills with cross-functional teams To apply, please include a cover letter, resume and transcripts (full unofficial version) by October 31 at 11:59pm EST.   Please visit our Student Career page by clicking on the following link: https://www.mackenzieinvestments.com/en/about/careers/student-new-graduate-career   We thank all applicants for their interest in IGM Financial; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(10/13/2021 10:25 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.    Mackenzie Investments 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.     The Finance Department is accepting applications for the position of Senior Manger, IGM Planning & Analysis, Shared Services.  Reporting to the Director, IGM Planning & Analysis, the successful candidate will be responsible for using analytical tools and judgement to provide decision-making support to the IGM group of companies (IG Wealth Management, Mackenzie Investments and Investment Planning Counsel).  The role will liaison with the IGM Expense Reporting team to provide expense reporting and related business analysis and assist with the IGM expense forecasting and annual planning process for the IGM shared services divisions.     Specific responsibilities: - Provide, interpret and communicate accurate consolidated management reporting and analysis on a timely basis for decision-making - Coordinate and support the development of company forecasts and business plans - Liaise with key management to provide relevant financial business support and insights - Develop presentations communicating financial impact of key strategies/initiatives targeting executive audience - Develop financial models to support business decisions on various ad-hoc projects as required. - Work closely with Finance and operations personnel at all IGM companies - Support and improve internal controls over systems and financial process   Qualifications: - Business degree and/or Professional Accounting Designation (CA, CMA, CGA, CPA) - 7+ years of progressive finance/accounting experience within the financial services industry is an asset - Advanced financial and business modelling skills, including expert proficiency in Excel and Powerpoint - Strong communication and interpersonal skills including the ability to communicate and manage relationships at all levels of the organization and work within a team environment. - Excellent organizational and problem-solving skills, with demonstrated ability to effectively handle pressures of deadlines, changing priorities and work volumes. - Ability to work autonomously, take initiative and assume responsibility.   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1658
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(10/13/2021 8:16 AM)
  IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     About Client Solutions: Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.   The Opportunity: The Client Solutions department at Mackenzie Investments is looking for a dedicated Client Solutions Administrator to join our team. Reporting to Client Solutions Team Lead, the successful candidates will be responsible for providing consistent and reliable service experiences through same day completion of the processing and indexing of client requests with a focus on maximizing quality and efficiency.   As a Client Solutions Administrator, you will have the opportunity to do your best work by - Providing high-quality service to external and internal customers. Indexing of documentation through data entry of naming conventions and classifications for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing on a variety of registered and non-registered investment transactions. Exercise quality assurance to ensure information accuracy and business process integrity in a Service Level driven environment. Using various software systems to research and extract records to ensure the accurate completion of client requests. - Creating effortless experiences for our clients. Providing support to internal departments for all client requests received. Apply business knowledge to contribute to the resolution of escalated and time sensitive issues. - Identifying opportunities for change and optimization in a collaborative manner. Work to continuously improve business processes in day-to-day activities. Proactively maintaining knowledge of business unit policy and procedures while maintaining constant communication with your team. To be successful in this role, you have: - Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office processes and procedures, and working knowledge of Microsoft Office is an asset - Relationship management: Ability to establish and maintain strong working relationships with your peers and business partners across the company.  Professional attitude, with strong customer orientation - Results oriented mindset: Passion for self-development learning and a growth mindset - Strategic thinker: Detail-oriented, ability to problem solve and make decision in a dynamic environment. - Communication: Excellent written and oral communication skills.  - Planning and Organization: Ability to work in a fast-paced and deadline-driven environment.  Strong organizational and time-management skills. - Education: Post-secondary education and/or related field. Industry-related courses, such as CSC, IFC would be an asset - Availability: Candidates must be available to work a flexible rotating shift between 7:00 AM – 8:00 PM Monday – Friday.  Occasional overtime work during the weekday and weekends. Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1652
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(10/13/2021 8:07 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     About Client Solutions: Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.   The Opportunity: The Client Solutions department at Mackenzie Investments is looking for a dedicated Client Solutions Administrator to join our team. Reporting to Client Solutions Team Lead, the successful candidates will be responsible for identification and sorting services to facilitate document delivery to varying business areas within the organization to ensure receipt before daily market close.   As a Client Solutions Administrator, you will have the opportunity to do your best work by - Providing high-quality service to external and internal customers. Separation and classification of client documentation by organizing incoming documentation, including mail, faxes and cheques for processing. Data entry for archival storage on both English and French client documentation. Accurately classify, code, cross-reference, log and storage of physical records   Using various software to research and extract records to ensure the accurate transmission of client requests. - Creating effortless experiences for our clients. Providing support to internal departments for all client requests received. Generate written correspondence to external parties to secure the submission of missing documentation.  Apply business knowledge to contribute to the resolution of escalated and time sensitive issues. - Identifying opportunities for change and optimization in a collaborative manner. Work to continuously improve business processes in day-to-day activities. Proactively maintaining knowledge of business unit policy and procedures while maintaining constant communication with your team. To be successful in this role, you have: - Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office processes and procedures and working knowledge of Microsoft Office is an asset. - Relationship management: Ability to establish and maintain strong working relationships with your peers and business partners across the company.  Professional attitude, with strong customer orientation. - Results oriented mindset: Passion for self-development learning and a growth mindset - Strategic thinker: Detail-oriented, ability to problem solve and make decision in a dynamic environment. - Communication: Excellent written and oral communication skills.  - Planning and Organization: Ability to work in a fast-paced and deadline-driven environment.  Strong organizational and time-management skills. - Education: Post-secondary education and/or related field. Industry-related courses, such as CSC, IFC would be an asset. - Availability: Candidates must be available to work a flexible rotating shift between 7:00 AM – 8:00 PM Monday – Friday.  Occasional overtime work during the weekday and weekends.   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.  
Reference Number
21-1651
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(10/13/2021 7:53 AM)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.  Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Panning Counsel.     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is  Mackenzie Investment, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.      At Mackenzie Investments You Can Build Your Career with Confidence  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. As 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.  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.  Mackenzie Investments 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.     About Client Solutions: Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.   What We Offer: - Opportunity to be part of a team in a professional and dynamic environment - Comprehensive coaching, support and training for growth and development - Relationship building skills - The opportunity to further your passion and understanding of the financial industry The Opportunity: The Client Solutions Department is currently looking for a client-focused team-player with a passion for learning and development to join our Trade Settlements team as an Associate. Reporting to the Client Solutions Manager, the successful candidate will be responsible for a variety of tasks including: - Managing and accurately processing customer requests from both internal and external partners in a back-office environment - Overseeing the processing and operational administration of various institutional, strategic alliances and fund of fund accounts - Reviewing and completing daily Fundserv wire order trades and processing reports - Making contacts (e-mail, fax) to internal and external partners (dealer head offices, advisors, clients) on customer requests when required - Assisting the Operations Services servicing teams with the processing of customer requests when needed - Completing tasks and participating in projects that may be assigned from the Manager/ Senior Manager/AVP The following qualifications will assist the successful candidates in accomplishing these functions: - Minimum two years of financial services experience in an operations/back office environment - Strong working knowledge of Fundserv (placement and settlement of wire order trades) - Advanced knowledge of Mackenzie products, processing procedures and systems (i.e. SAS, TreX) - Passion for delivering consistent excellent customer service - Excellent communication skills, both written and verbal - Familiarity with back-office data processing, processes/procedures and working knowledge of MS Office (i.e. Word, Excel) - Exposure to Excel macros is an asset - Detail oriented, strong decision making and problem-solving skills - Good interpersonal, organizational and time-management skills - Ability to work well under pressure, in a fast-paced, deadline driven environment - Post-secondary education or any other relevant work experience in Mutual Funds/Financial Services is an asset - Successful completion of the CSC and/or Operations course (IFIC) is an asset - Bilingual (French) is an asset Candidates must be available to work a flexible rotating shift between 7:00 AM - 8:00 PM Monday - Friday, and work weekends occasionally.   Please visit our career page by clicking on the following link: 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.     Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.