Mackenzie Investments

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Job Locations CA-ON-Toronto
Posted Date 20 hours ago(5/31/2023 10:17 AM)
Grade: L9   Division: IGM Human Resources    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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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.We are dedicated to offering a hybrid work environment when applicable.    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.     Sales Compensation Program Management: - Lead the development and design of IGM’s sales compensation programs supporting the Retail Distribution, Strategic Partnerships, Institutional and Investment Management businesses. You will: - Work closely with senior leaders and key stakeholders in understanding the strategic priorities and financial impacts of the compensation plans - Provide innovative and effective compensation solutions that drive the right behaviours of the sales and investment management team and achieve success in key business metrics - Provide SME advice and counsel in managing the compensation plans on an ongoing basis   - Responsible for the implementation and administration of the sales compensation plans including: - Lead a team of compensation professionals that manage the execution of the specialized incentive plans - Working with key business stakeholders including senior leaders and the sales team in the management of the compensation plans including regular communication, reporting, and analysis - Manage the partnership with key stakeholders in the calculation process including members of the Compensation, Finance and Sales Analytics teams to ensure the commissions are managed within a timely, accurate and efficient process - Manage the partnership with technology in the continued development and improvement of the Specialized Incentive Plan Tool which is the system that calculates, reports and forecasts incentives for the Investment Management business line.   - Provide expert advice to HR Business Partners on compensation decisions and impacts related to the Retail Distribution, Strategic Partnerships and Institutional businesses.   The following qualifications are required of the successful candidate: - 7-10 years of progressive/relevant business experience in employee compensation - University degree in business administration or related disciplines and Compensation Professional Discipline is preferred - Strong analytical and numeric skills with the ability to interpret and communicate the data effectively - Demonstrated experience with compensation principles and concepts, including knowledge of job evaluation, pay structure, variable pay experience, pay equity legislation, annual merit budgeting, and the use of competitive pay analysis - Proactive leader with proven decision-making skills and the ability to manage expectations effectively to successfully achieve multiple, competing priorities - Proven experience working with business leaders and senior professionals - The ability to produce high quality work under time pressure and to work as part of a team - Knowledge of general Human Resources practices & policies, laws and regulations as applicable to compensation   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 providinga 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.     Please apply by June 14, 2023.      #LI-JS2  #LI-Hybrid   
Job Locations CA-ON-Toronto
Posted Date 2 days ago(5/30/2023 1:00 PM)
Grade: S5   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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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 The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work. The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.   The Opportunity The Client Solutions department at Mackenzie Investments is looking for two inspiring, energetic, and dynamic associates to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and standard processes are applied.   As the Associate in Client Solutions, you will have the opportunity to do your best work by: - Create effortless experiences for our clients. Implement client applications and trade instructions on FIMS, our book of record. Complete all daily and scheduled responsibilities with the focus of striving to complete all tasks with accuracy within the predefined timelines, while adhering to internal policies and best practices. - Build and maintain relationships. Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies and procedures. Provide clear trading instructions to our business partners and B2B our clearing company. - Share knowledge and support members. Help mentor new team members via side-by-side and/or job shadowing sessions. Provide support to Senior Specialists during busy periods. - Participate in projects to improve processes in a collaborative manner. Represent the department on projects related to program administration and servicing.   To be successful in this role, you have:   - Client-facing experience: 3 or more years of experience in a diverse client service-focused environment. Passion for creating and delivering outstanding customer experiences. - Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company. - Results-oriented attitude: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself. - Strategic thinker: Ability to think, problem solve, and make decisions in a fast-pasted dynamic deadline-oriented environment. - Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management. - Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands. - Education: Post-secondary degree in Business Administration and/or related field. Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures. Charitable administration experience. Bilingualism, French, and English would be an 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.   Please apply by June 13, 2023. #li-js2 #LI-Hybrid     
Job Locations CA-ON-Toronto
Posted Date 2 days ago(5/30/2023 12:49 PM)
Grade: S5   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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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 The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work. The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.   The Opportunity The Client Solutions department at Mackenzie Investments is looking for two inspiring, energetic, and dynamic associates to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and standard processes are applied.   As the Associate in Client Solutions, you will have the opportunity to do your best work by: - Create effortless experiences for our clients. Implement client applications and trade instructions on FIMS, our book of record. Complete all daily and scheduled responsibilities with the focus of striving to complete all tasks with accuracy within the predefined timelines, while adhering to internal policies and best practices. - Build and maintain relationships. Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies and procedures. Provide clear trading instructions to our business partners and B2B our clearing company. - Share knowledge and support members. Help mentor new team members via side-by-side and/or job shadowing sessions. Provide support to Senior Specialists during busy periods. - Participate in projects to improve processes in a collaborative manner. Represent the department on projects related to program administration and servicing.   To be successful in this role, you have:   - Client-facing experience: 3 or more years of experience in a diverse client service-focused environment. Passion for creating and delivering outstanding customer experiences. - Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company. - Results-oriented attitude: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself. - Strategic thinker: Ability to think, problem solve, and make decisions in a fast-pasted dynamic deadline-oriented environment. - Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management. - Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands. - Education: Post-secondary degree in Business Administration and/or related field. Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures. Charitable administration experience. Bilingualism, French, and English would be an 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.   Please apply by June 13, 2023. #li-js2 #LI-Hybrid
Job Locations CA-ON-Toronto
Posted Date 6 days ago(5/26/2023 10:33 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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.We are dedicated to offering a hybrid work environment when applicable.    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 Senior Manager, Risk Analytics is responsible for monitoring mortgage originations and portfolio performance, leading complex analytical assessments and quantifying defaults and credit losses. This individual performs portfolio risk analytics, develops and maintains credit risk models, and works closely with internal stakeholders in leading the areas of governance, reporting and data management.   - Portfolio Risk Analytics - Develop and maintain dashboards with main KPI on mortgage originations (approval rate, funding rate, GDS/TDS, exceptions, Credit scores, LTV, etc.) and portfolio performance (concentration, delinquency rate, loss rate, refreshed LTV, refreshed scores, etc.) - Perform and review analyses for ad-hoc requests, and present insights. - Follow and summarize the state of the macroeconomic environment, propose stress test scenarios. - Develop improvement proposals for the efficiency and accuracy of the risk analytics. - Perform and review peer comparison analyses.   - Model Development & Maintenance - Lead the initiative to develop and implement auto-adjudication models for credit originations. - Develop and maintain Profitability of Default models (PD), Loss Given Default (LGD), Exposure at Default (EAD) models. - Lead the assessment of Expected Credit Loss (ECL) and Provision for Credit Loss (PCL) - Develop and maintain credit risk model and analytics, contribute to stress testing exercises. - Analyze the effectiveness of models and propose recommendations for improvements where applicable.   - Governance, Reporting & Data - Lead governance of IFRS 9 (data reconciliation, model implementation, control process, governance, reporting) and associated processes from a data perspective with key stakeholders. - Present key findings at management forums (Mortgage Risk Committee, etc.). - Lead the process of establishing the risk appetite framework and promote a risk culture. - Work with data developers to integrate data from multiple internal and external sources to be used for risk analytics. - Lead the process of defining and implementing the credit risk data architecture and infrastructure (DataMart). - Leverage existing programming software (SAS, SQL, Python) and technologies (Tableau, PowerBI) for data discovery, visualization, modelling and reporting.     Education, Experience, Qualification and Job specific knowledge and skills   - Education: Bachelor / Master’s in Finance, Mathematics, Statistics, Economics - Experience: 5+ years in a risk management position working in the mortgage industry preferred - Qualifications (certifications, designations etc.): Professional qualification such as Financial Risk Management (FRM) or Professional Risk Manager (PRM) is an added advantage - Very strong knowledge of credit risk management methodologies, policies and practices - Advanced technical understanding (data, modeling, reporting, analytics, etc.) - Well-developed knowledge and understanding of stress testing and scenario analysis, methodologies, and frameworks - Autonomy and sense of initiative - Ability to influence - Proven problem-solving skills - Strong organizational and analytical skills - Understand key components of IFRS9 accounting models, macroeconomic factors and the fundamentals of the mortgage business - Well-developed knowledge of mortgage lending regulatory environment - Excellent teamwork, coaching, leadership and relationship building skill - Strong programming skills (SAS, SQL, Python, VBA) - Experience with Power BI and other BI tools - Comfort and experience working in a project environment and managing multiple competing priorities - Critical thinking skills and ability to work under tight timelines - Highly effective communication skills, both written and verbal - Ability to interpret complex data sets and present digestible insights 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 providinga 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.     Please apply by June 9, 2023.    #LI-JS2  #LI-Hybrid 
Job Locations CA-ON-Toronto
Posted Date 7 days ago(5/25/2023 2:31 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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.We are dedicated to offering a hybrid work environment when applicable.    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.     What The Role Is All About This role (COE) has the primary responsibility for IGM wide people analytics.  While operational COEs continue to be responsible for their own reporting, this role will provide expertise and input on how these reporting efforts amalgamate with the overall people analytics strategy and framework.  This role will ensure consistency with all reporting provided by HR across functions.  Working closely with the HR Technology team, this role will also leverage technology to create reporting efficiencies.  Acting as the data “consultant” for HR, this role supports HR teams in more complex analysis requiring information from different platforms.   Responsibilities: - Design and build out a data organization for HR - Design HR data architecture, framework and strategy through understanding current and future needs - Design/re-design/enhance HR data and reporting - Active participant in establishing data governance, operations and reporting activities - People Analytics - Create a 3-year roadmap for people analytics - Leverage available data science methods to establish statistical analysis to identify correlation and causation of different aspects of HR - Build predictive analytics - Bring forward new, unanticipated insights from data to help set the HR strategic direction and investment - Consulting / Subject Matter Expert for HR Leaders - Educate/develop analytics capability across HR - Build strong relationships and been seen as thought leader/partner to HR leaders and Centres of Expertise - Enhance data visualization capabilities to enable senior leaders to quickly grasp difficult concepts, identify patterns and make effective decisions - Support the translation of the data into actionable insights via effective data storytelling - Risk Analytics - Develop and produce ongoing risk dashboards across various business units - Modify risk analytics as new risks emerge - Support and create analytics for various senior audiences and actively work with leaders to present insights   What Are The Qualifications: - 7+ years of experience in a data/reporting/analytics environment. - Bachelor’s degree in a relevant business field - Experience in consulting firms/large organizations is preferred - Advanced knowledge of PowerBI, Tableau, Advanced Macro Excel, Successfactors reporting modules - Foundational HR knowledge including knowledge of HR business processes & HR data. - Consulting and communication skills with the ability to translate data into insights - Coaching and mentoring cross functional team members and leaders - Strong relationship builder with collaboration and influencing skills - Ability to make decisions, meet deadlines in a multi-tasking environment   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 providinga 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.     Please apply by June 8, 2023.    #LI-JS2  #LI-Hybrid       
Job Locations CA-ON-Toronto
Posted Date 1 week ago(5/23/2023 1:21 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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: The Client Solutions team is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work. What we offer: - Opportunity to be part of a team in a professional and dynamic environment - Exciting and convenient downtown Toronto location - 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 ROLE: The Client Solutions department of Mackenzie Investments is currently accepting applications for the position of Distribution Services Administrator, Client Solutions. Reporting to the Supervisor, Client Solutions, the successful candidate will be a career-oriented individual to support the daily operations of a mail center in achieving the timely and efficient delivery of internal and external mail. This position is responsible for ensuring internal and external client requests are handled in the most efficient manner and with the highest degree of quality. The Distribution Services Administrator is responsible for daily operations within the business unit and must possess excellent interpersonal and communication skills working within a team environment to provide a consistent and reliable client experience.   Reporting to a Supervisor, Client Solutions, the successful candidates will be responsible for a variety of tasks that may include: - Process incoming correspondence, including opening, logging, collecting and distributing mail - Deliver, slot, pickup and sort all incoming mail - Perform mail fulfillment for outgoing correspondence - Applying business knowledge to contribute to the resolution of escalated and time sensitive issues - Proactively maintaining knowledge of business unit policy and procedures and communicates changes as required - Process interoffice mail in accordance with courier pickup/delivery schedule - Provide courier service and tracking of incoming and outgoing shipments (UPS and ICS) - Notify intended recipients(s) by e-mail or telephone of deliveries as soon as possible - Operate, monitor and maintain postage mail machines - Monitor and track inventory for storage and retrieval of cheque and envelope stock The following qualifications will assist the successful candidates in accomplishing these functions: - Completion secondary school - 1 to 3 years’ experience working in a mailroom or in a similar role - Strong oral and written communication skills - Demonstrated organizational skills with the ability to manage multiple priorities with competing demands within strict timelines - Proven analytical, problem solving and decision-making skills in a fast paced, deadline oriented environment - Knowledge and experience using both postage shipping and courier systems - Strong computer skills including Windows, MS Office Suite, Internet and E-mail - Ability to lift up to a maximum weight of 40lbs on a consistent basis - Able to be on their feet for extended periods of the time - Works well in both a team environment and independently *** Our core hours are 8:30 a.m. to 5:00 p.m. Monday to Friday. Due to the nature of our business, staff may be asked to work different shifts, or excess hours in support of business requirements.***   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.   Please apply by June 6, 2023.   #li-js2 #LI-Hybrid
Job Locations CA-ON-Toronto
Posted Date 1 week ago(5/23/2023 12:35 PM)
Division: MI Products   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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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 to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.   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 Senior Investment Product Manager is a mutual fund product strategy leader and will communicate the complexities and opportunities in Mackenzie’s fund shelf to all stakeholders across the country. The ideal candidate has a strong technical background paired with demonstrated communication skills, both written and via presentations. The role requires a nuanced understanding of the value quantitative and fundamental portfolio management techniques bring, as well as the communication skills to distill the value down into meaningful narratives to less technical stakeholders, both internal and external. This position reports to the VP, Senior Investment Director. The Senior Investment Product Manager will also provide input to strategic direction, develop thought leadership, and interact with the portfolio management teams around the positioning of their products. They will play an active and important role in support of Mackenzie’s growth in the following areas: Revenue Growth - Develop messaging and create content to differentiate Mackenzie and explain performance - Develop and conduct education/training for client-facing personnel - 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 - 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 - Build 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 - Contribute to new product development ideas - Collaborate with product development and portfolio management colleagues to bring new insights to market - Gather and communicate intelligence from client/prospect/consultant meetings - Create client-facing passion for innovative new products Business Partner - Client advocate within the organization - Extensive 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 - Strong business insight - The ideal candidate will have 5-10 years of relevant technical experience and/or leadership in asset management or wealth management businesses. - Demonstrated persuasive writing ability, including the ability to communicate effectively to technical and non-technical audiences - Strong investment knowledge of capital markets and asset management - Skill to manage multiple constituent relationships within the organization - Excellent interpersonal skills, including excellent communication skills and product knowledge - Poise, judgment, and gravitas to represent Mackenzie with clients and prospects - 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 - Excellent knowledge of Morningstar, FactSet, and Bloomberg are assets - CFA designation, or equivalent - The role is primarily in English; however, French language skills highly valued Values and Personal Attributes - Analytical, strategic 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 attitude - 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.   Please apply by June 6, 2023.   #li-js2 #LI-Hybrid
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(5/18/2023 12:06 PM)
Grade: P9Division: Finance    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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre!   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. We are dedicated to offering a hybrid work environment when applicable.   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.   Reporting to the AVP, Strategy, Planning & Analysis, the successful applicant will support strategy development across Mackenzie Investments. The primary responsibility of the Director, Strategy Development will be to drive all aspects of key strategy development projects – including data gathering, financial and non-financial analysis, stakeholder management, project management, preparation of presentation materials and presentation delivery. Scope of projects will vary based on current strategic priorities but could include market / segment strategies, growth strategies, cost optimization and M&A / strategic partnerships. Key accountabilities will include: - Independently drive Internal and external research - Drive the end-to-end process for strategy development (incl. project management, timeline, stakeholder management, etc) - Conduct comprehensive analysis and research to identify and evaluate strategic opportunities and risks and provide strategic insights and recommendations to the operating committee. This includes conducting market research, competitive analysis, financial analysis, and other relevant analyses to inform strategic decision-making. - Collaborate with key partners across various functions within the organization, including senior executives, department heads, and other relevant teams, to guide work, gather date and input, drive alignment and ensure that recommendations of the strategic projects are socialized and formally reviewed - Development of business cases and reviews (including economics models) to formulate recommendations for Mackenzie CEO and Senior management (formal business case development) - Lead the preparation of presentation materials required for all aspects of strategy projects (working sessions, initial recommendations, approvals across senior management, IGM Board, Operational Committees) - Stay current with industry trends, regulatory developments and standard processes, and emerging competitors relevant to the organization, and provide thought leadership on strategic matters to the operating committee and other relevant partners - Collaborate closely with the Business Operations and Strategy team in planning, execution and monitoring of strategic projects, including the development of performance tracking, progress reports and status updates - Liaise and collaborate with other internal and external sources of influence / knowledge. As the Strategic Project Leader for the Operating Committee, you will have the opportunity to drive critical central initiatives that will shape the direction and performance of the organization. Your leadership, analytical prowess, and collaborative approach will be invaluable in ensuring the successful execution of strategic projects and contributing to the overall success of the organization. The following qualifications are required of the successful candidate: Experience - Post secondary degree in business or other relevant area - Internal or external consulting experience - 10+ years experience in relevant corporate or professional services environment, with preference for experience in asset management or other financial services environment Analytical Skills - Strong quantitative (incl. financial) and qualitative analytical skills - Ability to apply analytical methods to facts and hypothesis to provide information in support of decision making - Experienced in using different analytical tools to complete financial analysis - Ability to 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 insight Presentation and Communication Skills - Ability to create PowerPoint presentations with clear messaging, supported by sound analysis - Professional manner in dealing with both internal stakeholder - Articulate in communicating with all levels of management - Ability to write and present concisely and persuasively Project Management Skills - Demonstrated ability to run end to end strategy development projects - Ability to coordinate resources from across the company in large-scale projects - Timeline driven - Comfortable with handling multiple concurring problems and priorities Additional qualifications - Strong relationship management skills across all levels of organization (up to and including Operating Committee members) - Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills - A teammate who puts the interests of the organization above all else - Strong attention to detail with the ability to manage multiple tasks simultaneously - Proficient with Tableau and/or other visualization tools - Proficient with industry research platforms required to access comprehensive data and independent analysis on investment funds, e.g. Morningstar Direct, Evestment, Simfund. - Advanced 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.   Please apply by June 1, 2023.   #li-js2 #LI-Hybrid
Job Locations CA-ON-Toronto
Posted Date 4 weeks ago(5/4/2023 4:24 PM)
Grade: P8 Division: Human Resources   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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments     Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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.We are dedicated to offering a hybrid work environment when applicable.    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: We are currently looking for a Sr. Manager, Compensation reporting to the Director, Compensation to join our IGM Human Resources department as part of either Mackenzie Investments (Toronto) or IG Wealth Management (Winnipeg). This is an 18-month contract position. As a valued member of the Compensation team your core responsibilities will include:   Compensation Program Management: - Participate in the management, development, implementation, and administration of IGM’s compensation programs: - Lead the end-to-end process of survey participation, analysis and ongoing monitoring of market data to ensure the competitiveness of the organization’s compensation structure - Monitor the effectiveness of existing compensation practices - Recommend changes/solutions related to compensation programs that are cost-effective, market competitive and align with the organization’s total value proposition - Provide expert advice to HR Partners and leaders on pay decisions, policy interpretations and job evaluation - Ensure compliance with all applicable compensation laws and regulation - Participate in compensation projects, including drafting policies and procedures, the assessment of program efficiency and regulatory changes, and providing recommendations for improvements - Participate in the management of the annual year end compensation planning process - Participate in Job Evaluation Review meetings   Leadership - Provide operational guidance to other members of the Compensation team - Contribute to strategic planning activities by: - Identifying opportunities for operational efficiencies and making recommendations for improvements - Establish practices and procedures for new processes, working with the Director and other HR partners to ensure successful implementation   The following qualifications are required of the successful candidate: - 5-7 years of progressive/relevant business experience managing compensation programs - Demonstrated experience with compensation principles and concepts, including knowledge of pay structure, variable pay experience, pay equity legislation, annual merit budgeting, and competitive pay analysis - University degree in business administration or related disciplines - Certified Compensation Professional Designation is preferred - Strong analytical and numeric skills with the ability to interpret and communicate complex data to Leaders in a simple and effective manner - Proven decision-making skills and the ability to manage expectations effectively to successfully achieve multiple, competing priorities - Proven experience working with business leaders and senior professionals - The ability to produce high quality work under time pressure and to work as part of a team - Knowledge of general Human Resources practices & policies, laws and regulations as applicable to compensation   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 providinga 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.     Please apply by May 18, 2023.   #LI-JS2  #LI-Hybrid     
Job Locations CA-ON-Toronto
Posted Date 21 hours ago(5/31/2023 9:10 AM)
Grade: P7 Division: IGM Finance   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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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 Strategy, Planning & Analysis function is focused on improving the overall effectiveness of expense management across IGM Financial by providing business partners with timely and accurate reporting, proactive analysis & insightful planning support. Emphasis is placed on delivering the highest quality of work while upholding strong governance and controls throughout each process.   The Business Intelligence & Foresight team is an integral part of the Strategy, Planning & Analysis function and is responsible for planning & forecasting infrastructure/support, core expense and FTE reporting, ownership of chart of accounts relating to Expense Management within SAP, development, and maintenance of data models within data warehouses, as well as spearheading numerous projects relating to exploration of data within the SAP HANA/BW environments leading to automation of key reports. The team also collaborates extensively across Strategy, Planning & Analysis, IGM Data Services and reporting functions within Finance & Distribution.   The Manager, Business Intelligence & Foresight will be part of a core team responsible for supporting and facilitation of the process outlined above as well as leading several key initiatives and projects relating to business reporting and process enhancements through effective use of data warehouses and advanced reporting tools.   Responsibilities include: - Lead development and changes to data pipelines as required by end user groups in collaboration with the Data Office. - Lead system administration of BPC including security access review and approvals, testing and general maintenance. - Research SAP notes and pre-requisites to understand the risks and implications of upgrades to BPC and other systems. - Lead coordination and collaboration with Basis and the Data Office and maintain a working backlog list. - Data related responsibilities include: - Develop, analyze, and maintain data structures, models, and workflows within data warehouses (SAP BPC and BW). - Automate data loads into various models. - Implement enhanced data analysis methodologies. - Undertake data integrity and utilization review. - Profile data in order to identify and understand anomalies. - Provide analytical/financial modeling support on various ad-hoc projects as required including preparation of models and cost analysis for existing and proposed variable compensation programs.   Qualifications: - Business degree and/or 6+ years of progressive Business Intelligence, Financial Modelling/Analysis, or related field experience. - Deep understanding of data warehousing, management, and visualization. - Experience in working with SAP, BPC, BW and HANA suite of solutions will be considered an asset. - Advanced business modelling skills, including expert proficiency in Excel, VBA, and SQL. - Proficiency in data visualization softwares such as Tableau, Power BI, etc. - Strong ability to understand applications of data and analyze results. - Proven analytical and problem-solving skills. - Ability to manage multiple tasks within tight deadlines on an ongoing basis. - Strong communication, interpersonal and presentation skills Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers   For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.   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.   Please apply by June 16, 2023. #LI-JS2  #LI-Hybrid
Reference Number
23-968
Job Locations CA-QC-Montreal
Posted Date 1 month ago(5/2/2023 9:18 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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 Tax and Estate Planning team at Mackenzie Financial Corporation provides tax and estate planning support to advisors and planners to assist them in protecting and growing their clients’ wealth.  Currently the team is accepting applications for the position of Director, Tax and Estate Planning.  Working in Mackenzie’s Montreal office, this position will report to the Vice President, Tax and Estate Planning. The successful candidates’ responsibilities will be to support advisors and the sales team by responding to detailed high level tax and estate planning questions, developing informational materials and ensuring that all marketing materials consistently reflect changes in legal and tax rules by:   - Work closely with the Quebec-based sales teams to develop sales and prospecting opportunities to lead to sales of Mackenzie and company-related products and services - Identifying tax and estate planning issues encountered by financial advisors and providing resolutions to case queries. - Acting as a referral point to sales when tax and/or estate planning strategies uncover sales opportunities. - Resolving client inquiries originating from seminars and/or published articles. - Conducting research in order to assist the VP to prepare for print and/or broadcast media interviews. - Supporting Private Client Services by researching and developing Tax and Estate summary reports. - Supporting the team in advisor/investor education relating to the Mackenzie Charitable Giving Fund, Registered Disability Savings Plan and Tax-Free Savings Plan. - Working with the other members of the TEP team as required or in situations where knowledge can be gained or shared   The following qualifications will assist the successful candidate in carrying out these responsibilities: - Fluently bilingual - Expert understanding of Quebec Civil Code - Proven application of tax rules is vital to ensure information is relayed on an accurate standard to ensure advisors communicate correct information to investors. - Proficiency in the use of various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency (CRA) guides, bulletins and information circulars, Ernst and Young databases, CCH Canada databases) and interpret and apply concepts to “real life”. - Advanced understanding of the mutual fund industry and mutual funds is necessary to ensure/tax/estate service provided remains in scope of the department mandate. - A financial planning designation and knowledge of federal and provincial tax rules must be current in order to provide tax and estate planning options for private clients.   Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers   For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.   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
23-850
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(5/18/2023 12:20 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel. Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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 Management Department of Mackenzie Investments is seeking to hire a Director Investment Research (Quantitative Analysis) on the Resource Team reporting to the Senior Vice-President, Investment Management.   The Role: The resources investment team manages assets for Canadian since 1973, making it the oldest resources mutual fund investment practice in Canada. The resources team has built a solid investment reputation based on investing with companies generating long term sustainable free cash flow and possessing good capital allocation acumen. The candidate joins a team well versed in fundamental and quantitative research. Resources team members work collaboratively with every member and are expected to demonstrate an interest in helping other team members learn about their field of expertise.   Key Responsibilities Include: - Design, development, and support of new and existing risk model and return optimizer. - Partnering with investment professionals and technology teams to support their work. - Enhance quantitative tools and infrastructures used to better construct portfolios. - Provide investment ideas meeting the objective of all resource mandates. - Participation in the development of investment strategies - Provide various reports to investment management team. - Ad hoc research and portfolio related project work Minimum requirements for this role include: - University degree in Engineering, Mathematics, Finance, or Science - Advanced knowledge of scripting languages such as Python - Proficient at using Excel and SQL. - A minimum of 5+ Years of experience of relevant work experience - Strong interest in capital markets Additional skill considerations - Minor, Certificate, or Master’s degree in Business, Economics or Finance, or CFA designation would be an asset - Exceptional analytical, research and problem-solving skills - Commitment to working in a team context. 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.   Please Apply by June 1, 2023.
Job Locations CA-ON-Toronto
Posted Date 21 hours ago(5/31/2023 8:57 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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 Coordinator, Client Solutions to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our 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 both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products and other specialized administrative services ensuring requests 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 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   For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.   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-QC-Montreal
Posted Date 18 hours ago(5/31/2023 11:23 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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 Strategic Partnerships Sales Division of the Institutional Sales and Service Department, at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Director, Partner Sales, the successful candidate’s primary responsibility is to provide administrative support for sales teams and the Director, Partner Sales.   This Support Includes - Overseeing the territory management by preparing/maintaining/forecasting sales coverage - Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance - Ordering promotional items for clients - Preparing correspondence, special mailings, client reports and CE credit letters - Ordering all team product/marketing materials - Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests - Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team - Maintaining all client related information in our CRM database - Facilitating weekly team meetings with a prepared agenda - Booking all travel including air, hotel and transportation for the sales teams - Preparing/presenting monthly internal team reports to the Director, Partner Sales - Processing all Sales Practices requests for our clients as the team compliance coordinator - Processing the sales teams expenses and cheque requests - Implementation of business processes to ensure efficiency and consistency of territory management - Team operational support with a strong focus on attention to detail and time management   The following qualifications will assist the successful candidate in accomplishing these functions: - Related post-secondary education - Advanced knowledge of MS Word, Outlook and Excel - Excellent communication skills, both written and verbal - Professional telephone manner - Excellent interpersonal and organizational skills - Ability to work well under pressure - Ability to work independently and in a team environment - Knowledge of the mutual fund industry - CSC/IFC certification is an asset - Knowledge of National Instrument NI 81-105 is an asset - Experience with Salesforce (or a similar CRM system) and Concur is an asset - Knowledge of Mackenzie products and Mackenzie processing rules is considered an asset   What You Can Expect To Gain From The Experience - Opportunity to learn about and gain exposure to a dynamic sales team - Opportunity to advance your career within the department and organization - Coaching and support from direct manager and sales team in your role and your career aspirations - Proven prioritization, attention to detail and organizational skills - Relationship building skills Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers   For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process. 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
18-015
Job Locations CA-ON-Toronto
Posted Date 21 hours ago(5/31/2023 8:53 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.    Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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 Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).    What the role is all about:  - Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database - Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory  - Facilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory management - Discover and explore new business opportunities via proactive sales calls with existing investment advisorsand strengthening internal and external client relationships - Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator     What are the qualifications:  - Bilingualism (English and Cantonese or Mandarin) is a mandatory requirement for this role - Post-secondary qualification or equivalent industry experience - willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Ability to work well with multiple priorities - Ability to work independently and in a team environment - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required What’s in it for you:  - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts  - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)   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
18-044
Job Locations CA-AB-Calgary
Posted Date 21 hours ago(5/31/2023 8:53 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.    Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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 Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).    What the role is all about:  - Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database - Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory  - Facilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory management - Discover and explore new business opportunities via proactive sales calls with existing investment advisorsand strengthening internal and external client relationships - Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator     What are the qualifications:  - Post-secondary qualification or equivalent industry experience - willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Ability to work well with multiple priorities - Ability to work independently and in a team environment - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required What’s in it for you:  - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts  - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)   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
18-019
Job Locations CA-BC-Vancouver
Posted Date 21 hours ago(5/31/2023 8:52 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.    Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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 Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).    What the role is all about:  - Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database - Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory  - Facilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory management - Discover and explore new business opportunities via proactive sales calls with existing investment advisorsand strengthening internal and external client relationships - Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator     What are the qualifications:  - Post-secondary qualification or equivalent industry experience - willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Ability to work well with multiple priorities - Ability to work independently and in a team environment - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required What’s in it for you:  - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts  - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)   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
18-018
Job Locations CA-ON-Toronto
Posted Date 21 hours ago(5/31/2023 8:52 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.    Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.    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 Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).    What the role is all about:  - Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database - Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory  - Facilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory management - Discover and explore new business opportunities via proactive sales calls with existing investment advisorsand strengthening internal and external client relationships - Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator     What are the qualifications:  - Post-secondary qualification or equivalent industry experience - willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Ability to work well with multiple priorities - Ability to work independently and in a team environment - Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required What’s in it for you:  - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts  - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)   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
18-044
Job Locations CA-BC-Vancouver
Posted Date 21 hours ago(5/31/2023 8:56 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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.     What the role is all about: - Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory - Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors - Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever-changing business environment - Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles   What are the qualifications: - Post-secondary qualification or equivalent industry experience - A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - Must be fluent in English (Cantonese/Mandarin is a strong asset) - An interest and curiosity in capital markets and how they relate to the fund industry - Successful completion of a financial services industry program course (i.e., CSC or IFIC) - Completion of the CFA, CFP or CIM would be an asset but not required   What’s in it for you: - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Growth Opportunity to work with and learn from a dynamic Asian culture sales team while collaborating and learning from the general team of sales experts - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Wholesaler Development Program – WDP (training & development to become a Wholesaler)   Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers   For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.   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
21-1817
Job Locations CA-BC-Vancouver
Posted Date 21 hours ago(5/31/2023 8:56 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 Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.   Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.   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. We are dedicated to offering a hybrid work environment when applicable.   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.     What the role is all about: - Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory - Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors - Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever-changing business environment - Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles What are the qualifications: - Post-secondary qualification or equivalent industry experience - A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written - An interest and curiosity in capital markets and how they relate to the fund industry - Successful completion of a financial services industry program course (i.e., CSC or IFIC) - Completion of the CFA, CFP or CIM would be an asset but not required   What’s in it for you: - Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year) - In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country) - Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts - Ongoing training to develop market, product & sales skill knowledge - Opportunity to attend multiple client events throughout the year - Opportunity to participate in our Wholesaler Development Program – WDP (training & development to become a Wholesaler)     Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers   For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.   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
18-016