Mackenzie Investments

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Job Locations CA-ON-Greater Toronto Area
Posted Date 10 hours ago(4/26/2024 7:46 PM)
Grade: P7 Division: MI Retail Distribution   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.   Position: The Manager, Sales Practices and Compliance is an expert who ensures that our Retail business stays on-side with our regulators and minimizes risk and compliance effort for the Retail teams.   Sitting within Sales Enablement and Planning, this role partners closely with Compliance, Marketing and our Retail teams (e.g. Training, Key Accounts, Sales Leadership, Sales Experience & Analytics) to build and maximize process, training, communications, and tools used to support the Sales Compliance function. This role is also accountable for managing the advisor Continuing Education function, and Event compliance approval process across the Retail business. across the Retail business.   Sales Practices Team Leadership: Lead the Sales Enablement team comprised of Senior Analyst, Sales Experience and Analyst, Sales Experience and CE - Manage direct reports’ performance review cycle e.g. annual goal setting for formal interim and year end reviews. - Ensure the team is part of the broader Sales Enablement team for the purpose of creating connections and allocating work to the proper places. - Reward and recognize desired behaviors and results. Enhance communication skills to effectively convey strategic vision and foster a transparent work environment. - Provide coaching, mentoring and guidance to staff and encourage career development and maintain a maintain a diverse talent pipeline.    - Strengthen relationships with internal and external stakeholders to enhance organizational partnerships. - Connect with external dealers and asset managements to be aware of the industry standards pertaining sales practices and compliance regulations. Lead the relationship with regard to Sales Practices with Compliance and Legal, and other critical partners: - Partner with Compliance to maintain a deep understanding of past, current, and potential future regulatory impacts on our business. - Participate in the Sales Leader Compliance (SCCM) meeting, identify risks and ensure that all decisions and required next steps are documented and actioned. - Provide critical monthly update affecting retail distribution in the SCCM and update on takeaways. - Participate in Sales Activation meeting to contribute to the development and execution of strategic plans aligned with organizational objectives. - Partner with Sales Training and Compliance to manage the annual testing / attestation process, and ad hoc tests / attestations as our rules are updated and amended. Act as SME for compliance on training. - Partner with Learning and Development to ensure the sales team is well equipped with resources and the onboarding process is well established to mitigate and minimize risks for the business. - Participate in the monthly RVP meeting to provide insights regarding the sales team. Lead the Sales Practices & Compliance process review, management, and communication for the Retail business: - Chair the Sales Compliance Working Group, prioritizing and ensuring that changes / updates are distributed to the appropriate partners for sales practices interventions; manage the workflow ensuring that deadlines are met, and all communications are delivered in the required timelines. - Provide quarterly spend / issue / breach reporting to Retail Leadership team and Institutional Sales and identifying critical business risks and mitigation strategies. Provide Quarterly reporting on dealer spending to key accounts team. - Act as subject matter expert for Retail teams for just in time Sales Compliance inquiries. - Manage breach review process with partners in Compliance, Sales Analytics and Sales leaders and responsible for analysis reporting on breaches and violations occurred. - Own the Mackenzie Conference approval process, delivering compliant events and sales initiatives. - Manage the dealer approval list for Mackenzie Conferences/Virtual Webinars and CE Courses. - Manage the process with the sales team to ensure that only approved advisors attend our events. Act as SME on all National & Regional Events to ensure compliant initiatives. - Collaborate with Key accounts, Strategic Partnerships, Dealer Relation, Events, and external dealers to maintain the Dealer Approval List and provide dealers with the required requirements. - Deliver monthly Compliance Bulletins to the Retail Distribution team to highlight compliance and regulations. - Act as the SME for CE credits and Retail Expenses for process optimization and developing efficiencies for the team during projects.  Manage the Sales Practices / Compliance Function with Retail: - Manage Sales activities and response for regulator audits / desk reviews and internal audits related to regulation. Promote a culture of ethics and integrity within the organization through clear communication and training activities. - Manage all CE credits for Retail Distribution, including the application, issuance, and SME for CE credits including Key account initiatives. - Manage relationship with external vendors and collaborate with Marketing team to ensure Sales Team and Advisors are having a seamless experience.  Oversee the Sales Expense Review process: - Provide oversight to the Senior Analyst, Sales Experience, as they review and allocate all Retail expenses, ensuring that they are compliant. - Identify opportunities for process improvement, potential risk factors. Leverage technology solutions by partnering with Sales effectiveness team to streamline processes and establish mechanisms for continuous improvement in processes. - Oversee quarterly and annual expense reporting for Compliance purposes. - Ensure expenses are allocated within 30 days for Retail Distribution and Institutional Sales and the yearly book is closed within the established deadline.   The following requirements will assist the successful candidate: - Minimum 5 - 7 year’s experience within Canadian Asset Management Sales Practices or Compliance field. Experience working with  the OSC or other regulators an asset. - Deep understanding of the Canadian Asset Management distribution model. CSC preferred. - Keen interest in building partnerships to solve problems; demonstrated ability to manage multi-partner processes and deliver within deadlines - Project management skills to see solutions through from ideation to implementation - Keen interest in building partnerships to solve problems as the role interact with so many functions; demonstrated ability to manage multi-partner processes and deliver within deadlines - Project management skills to see solutions through from ideation to implementation - Passion for analysis and solving problems with creative solutions 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 May 10, 2024.   #LI-JS2 #LI-Hybrid
Job Locations CA-ON-Greater Toronto Area
Posted Date 10 hours ago(4/26/2024 7:35 PM)
Division:MI Investments Fixed Income & MAS   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:   - The Multi-Asset Strategies team is seeking a versatile technologist to support our systematic strategy efforts. Our software developers grapple with computationally intensive and data-related challenges with the goal of delivering innovative solutions. More specifically, this role includes handling of market data, investment signals, portfolio construction and reporting through the technologies of Python, Mongo, FactSet/Axioma, and Tableau. We are a fast-paced team open to new ideas and new technologies so things can and do evolve accordingly.   The ideal candidates are passionate about technology and portfolio management, innovative, productive, humble and have the highest standard of honesty and integrity. They are motivated by achieving excellence and by being part of a team who strives continuously to be the best in its field. The successful candidate will gain valuable knowledge and skills by being part of a team that make investments decisions on a large breadth of asset classes, geographies, and investment strategies.   The main responsibilities of the role: - Design, development, and support of new and existing software and systems supporting systematic investment decisions in equity, options, bonds, currencies, commodities, and related derivative products. - Implement and support systems for trade submission, holdings and position management, and reporting. - Partner with investment professionals and technology teams to build technology that supports investment work. - Enhance the quantitative tools and infrastructure used to construct portfolios. - Support day-to-day portfolio management activities.   Minimum requirements for this role include: - Educational background: degree in a field with experience using technology to solve quantitative problems. - Interest in capital markets and the systems that support them required, prior experience is an asset. - Advanced knowledge of programming languages and mathematical computation, ideally Python and Pandas. - Proficient in SQL. - Experience in Mongo/NoSQL an asset. - Prior cloud experience an asset. - Understand global macroeconomics and global financial markets. - High performing team player. - Excellent communication skills.   Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers   We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.   Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.   Please apply by May 10, 2024.   #LI-JS2 #LI-Hybrid
Job Locations CA-ON-Greater Toronto Area
Posted Date 11 hours ago(4/26/2024 7:18 PM)
Grade: P7 Division:IGM Corporate Operations   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: Reporting to the Director, Real Estate Delivery, the Project Manager will be responsible for leading the delivery of multiple projects with significant impact to the organization and multi-year budgets in the range of $1-5M. The Project Manager will be accountable for ensuring projects are planned and executed within agreed to parameters for scope, cost, schedule, and quality and ensuring their projects are delivered well and meet their intended business objectives.   Key responsibilities: - Lead project teams and stakeholders throughout the real estate delivery project lifecycle – including Quebec based projects where written and spoken communications must abide by the recipient’s preferred language - Define project priorities, objectives, scope and deliverables, in alignment with business goals, working in conjunction with business sponsors and vendors - Monitor construction progress to identify and resolve difficult and sometimes complex design or construction issues that are not immediately evident in a timely manner - Ensure effective project management tracking and communication standards resulting in transparency of delivery progress and awareness and understanding by key stakeholders - Active stakeholder management with focus on building and maintaining strong relationships and ensuring expectations are understood and met   Competencies: - Delivers business value by leveraging qualitative and quantitative information to guide actions and make recommendations - Manages complexity by asking the right questions(s) to analyze situations and able to distinguish which facts are relevant to solving a problem - Build and maintain strong relationships; engages and influences others, working transparently and cooperatively with cross-functional teams - Executes with excellence by optimizing work processes while driving for results - Demonstrates perseverance in delivering work and problem solving – can delegate assignments and decisions appropriately - Applies industry insights and trends to drive critical initiatives and leverages quantitative and qualitative information to improve performance - Focuses on a problem’s root cause(s) and explores a variety of solutions - Acts independently to determine methods and procedures on new or special assignments, with some supervisory oversight to review approach and results. Decisions are guided by specific objectives   Qualifications: - Minimum of 5 years of financial / real estate industry experience - Bilingual mandatory (English & French)   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 May 10, 2024.   #LI-JS2 #LI-Hybrid
Job Locations CA-ON-Greater Toronto Area
Posted Date 1 week ago(4/19/2024 3:23 PM)
Grade: P7 Division: IGM Technology   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 The Process Design Consultant will work closely with Delivery and Business partners in the evaluation of various initiatives to determine how process design will contribute to meeting strategic and initiative objectives.  Process Design Consultant core duties include end-to-end business reviews, design or redesign of business processes to improve operational efficiencies, developing and delivering high impact cross functional projects for the enterprise.   Key Activities: - Based on the high-level goals and strategic alignment of an initiative, determine which methodology and approach is best suited to an initiative to ensure a thorough understanding of the opportunities for improvement. - Define and align on approach, including the business problem to be solved, business objectives, scope of effort, and success metrics. - Documentation of current state processes, pain points, baseline metrics and collection of voice of the customer - Facilitate meetings with stakeholders, business partners and subject matter experts to analyze current state processes, identify and prioritize improvement recommendations leading to optimized target state. - Work with project teams to implement agreed on solutions and/or effectively transition improvement recommendations requiring further review and budget approval. - Detailed data analysis to support improvement recommendations and business case creation.   The successful candidate will demonstrate the following qualifications: - 7+ years of business management or consulting experience within financial services industry, or consulting firms; solid functional knowledge, including but not limited to strategy, business transformation, product development, project management, investment operations, etc. - Bachelor’s degree in Business Administration, or related field, or equivalent combination of education and experience. - Proven record of high performance and achievements in your past positions. - Lean Six Sigma Black Belt or equivalent process improvement designation is required. - Exceptional analytical and quantitative problem-solving skills. - Excellent presentation building/delivery and communication skills. - Ability to work effectively with people at all levels in organization.   Candidate Profile: - Focus and Ambition: The successful candidate will exhibit a mindset of creativity, determination, and an energetic drive to succeed. They will have a proven track record of meeting goals and action plans as assigned, both as an individual and with a team. - Team Player: The successful candidate will ensure they provide consistent performance; they will be a team player that is sensitive to the team’s needs, interests and goals. They will contribute to inspiring and motivating the team toward high performance and goal achievement. - Integrity: They will adhere to the highest standards of personal and professional integrity and will set a positive example for others. - Cross-functional Collaboration: The successful candidate will have a proven track record of engaging and supporting business needs. They will work transparently and cooperatively with the cross-functional teams, supporting the engagement of all pertinent stakeholders, both internal and external. - Financial Services Business Acumen: Business background and sound experience in the financial services industry is required. - Thought Leadership: The successful candidate will be comfortable challenging the status quo, presenting and considering different points of view, and creating alignment with multiple stakeholders to move engagements and improvements forward.   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 May 3, 2024.   #LI-JS2 #LI-Hybrid
Job Locations CA-ON-Greater Toronto Area
Posted Date 1 week ago(4/19/2024 2:46 PM)
Grade: P7 Division: IGM Technology   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 successful candidate will:   - Identify new process opportunities and accurately analyze and estimate new processes, quickly assessing feasibility. - Analyzing, understanding and documenting the business processes in detail where required. - Identifying and communicating the technical infrastructure requirements. - Designing Blue Prism process solutions in accordance with standard Blue Prism design principles and conventions. - Configuring new Blue Prism processes and objects using core workflow principles that are efficient, well structured, maintainable, and easy to understand. - Document business processes clearly and to the granular level of detail that is required for a Blue Prism automated solution. Work closely with Blue Prism Developers so that they understand the process and assist with the creation of their solution design, ensuring they deliver a solution that meets the business requirements. - Supporting existing processes and implementing change requirements as part of a structured change control process. - Mentoring colleagues through the Blue Prism training and accreditation program – providing advice and guidance on best practice and development techniques. - Problem solving issues that arise in day to day running of Blue Prism processes and providing timely responses and solutions as required. - Communicating with Blue Prism and delivery partners on software related issues, suggested improvements and participating with other users in the process automation community. - Working within project planning constraints, communicating any identified project risks and issues to the delivery/project manager accordingly and providing inputs to the change control process.   The successful candidate will demonstrate the following core competencies:   - Excellent knowledge of process automation pattern and technologies. - Excellent knowledge of Blue Prism platform. - A track record in the successful delivery and support of excel macros, Visual Basic scripts, or other configuration/scripting type technology. - Understanding of workflow-based logic and the ability to both understand a business process from a workflow diagram and to conceptualize it as an automated solution. - Willingness and ability to blend business analysis with hands-on configuration of automated processes in the Blue Prism product. - The ability to learn quickly and progress rapidly from theoretical exercises to real world delivery and mentoring tasks. - Good inter-personal communication skills, communicating with subject matter experts, and business process owners, with the ability to present technical details to a non-technical audience. - Good written skills with the ability to produce clear, detailed, and accurate documentation. Prior experience of using flow diagrams would be beneficial. Experience in facilitating workshops and interviews to gather requirements and analyze and improve existing processes. - The ability to work with a structured and methodical approach, combined with an enquiring mind. - An understanding of, and a willingness to adhere to, formal change control procedures and disciplines. - An aptitude for problem solving, with the ability to take a logical route to the source of an error. - A self-starter who delivers high quality work and can adapt to new challenges, either on their own or as part of a team. - Have good understanding of the Financial Services industry - Have University degree and/or post-graduate education   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 May 3, 2024.   #LI-JS2 #LI-Hybrid
Job Locations CA-ON-Greater Toronto Area
Posted Date 1 week ago(4/17/2024 1:15 PM)
Grade: P7 Division: IGM Risk, Audit & Sustainability   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 is the position? The Manager, IT Audit is an integral part of the Internal Audit team, who will provide assurance, insight and proactive control advice to management and stakeholders on IT controls, efficiencies, and risks by participating in the planning, execution, and reporting of audit engagements. This role will help provide opinions on the design and effectiveness of our operational, IT, and regulatory controls and ensure we are in accordance with best practices, while developing and maintaining strong relationships with stakeholders.   Why join the IGM Internal Audit team? Join our growing Internal Audit function that partners with the business to provide compelling insights and assurance to our stakeholders. IGM Internal Audit is a diverse team of individuals who work under the guiding principles of Integrity, Collaboration, Innovation and Passion!  Having adopted a unique organization model that encourages empowerment and accountability, a role in Internal Audit will provide the challenge and opportunity to learn about the business and grow your career.        As part of the IGM Internal Audit team: - Your wellness and time will be respected: We provide a flexible and hybrid work environment and opportunity to work from our Winnipeg and Toronto locations. - Your education will be supported: We offer the ability to complete a variety of professional designations and continuing education programs that include mentorship, paid study and partial to full reimbursement of program fees depending on the program. - Your growth will be encouraged: We support and encourage continued education, including requirements to maintain existing designations. - Your visibility will be promoted: Opportunities to perform engagements and projects across our organization, while providing opportunities to interact with Senior Management. - Your business knowledge will be accelerated: You will have the opportunity to learn about all IGM Financials’ family of companies and participate in secondment opportunities.   RESPONSIBILITIES - How will you succeed? - Thoughtful Audit Planning – Execute the identification of key business processes and their inherent risks, the control environment, and the residual risks. - Effective Audit Execution – Perform the assessment of key business risks and the evaluation of design and operating effectiveness of related processes and controls, identifying and communicating control weaknesses and inefficiencies to management. - Insightful Audit Reporting - Prepare highly effective, value-added audit reports that contain practical recommendations for business improvement. - Collaborative Teamwork - Work with an integrated audit team to manage internal audit engagements and projects, including conducting risk assessments and audit planning, fieldwork, and reporting. - Proactive Risk Assessment - Assess risks within the organization and ensure risks are appropriately mitigated. - Support Annual Financial Audits - Liaise with external auditors for timely execution of IT General Control (ITGC) testing of key technology controls, and delivery of results with insights into the key controls’ design and operating effectiveness. - Support Operational Audits - Provide support to the business to implement IT and operational improvements through understanding of the IT environment, processes and applications, and related risks. - Follow-Up Reviews - Monitor, validate and report on the implementation status of management action plans resulting from audit engagements and assessments. - Knowledge and Expertise - Stay abreast of emerging information and technology risks, new regulations, laws, and technology requirements. Provide support to the Internal Audit function to establish itself as a trusted business partner.   EXPERIENCE REQUIREMENTS - What will you bring to the role?   A successful candidate will be able to demonstrate strengths in the following key areas:   - Education & Experience - Successful completion of a post-secondary education in a related discipline (e.g., Computer Science, Data Analytics or equivalent etc.) or 5+ years of technology audit and/or technology risk role with a strong technical background. - Professional Integrity - One or more industry recognized information professional designations (e.g. ISACA Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), ISC Certified Information Systems Security Professional (CISSP)). - Data skills - Demonstrates a high level of knowledge of data analytics and visualization tools (e.g. Tableau, PowerBI) with an ability to extract insights from complex data sets and create meaningful visualizations to support decision-making. - Putting the Client first - Demonstrates the ability to explore broadly and continue to innovate, while thinking critically and sharing ideas with the team and stakeholders. - Delivering Business Value - You are passionate about growing your knowledge of our organization and industry to provide meaningful insights to our stakeholders. - Managing Complexities - Demonstrates a high attention to detail and utilizes critical thinking skills to inform your decision making. - Building Effective Relationships - You are a team player who works effectively and shares ideas within a collaborative team. - Executing with Excellence – You have High energy, a ‘can do’ attitude, and drives for results to ensure all deadlines and tasks are completed, while also sharing ideas to continue to optimize work processes. - Bringing your best - You bring your authentic self to work, and you live our values.   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 May 1, 2024.   #LI-JS2 #LI-Hybrid
Job Locations CA-ON-Toronto
Posted Date 1 week ago(4/18/2024 4:09 PM)
Grade: P7 Division: IGM-Tech   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.   Roles and Responsibilities: As a member of the Infrastructure delivery team at IGM, you will be joining a highly collaborative group with many years of experience in Security Engineering delivering innovative solutions for both our clients, advisors and employees through the use of insights and cutting edge technology. This Role will be responsible for leading, implementing, and supporting the security design configurations and plays an integral role in protecting IGM’s digital platforms across multi cloud environments. The role is also responsible for analyzing existing cloud capabilities and controls and creating new and enhanced security solutions. The ideal candidate is passionate about all aspects of Security with strong skills in Zero Trust implementations.   The successful candidate will have the following responsibilities: - Deep knowledge of Microsoft M365 platform including Azure Active Directory Identity Protection, Microsoft Defender, Exchange Online Protection, Azure Identity Protection, Data Loss Prevention, Sensitivity Labels, Advanced Threat Protection, Microsoft Intune and Conditional Access Policies, etc. - Hands-on experience in implementing Information and Cyber Security in multi-cloud platforms including GCP, Azure and AWS. - Hands-on experience with Microsoft Azure platform including Azure Sentinel, Microsoft Cloud App Security, Microsoft 365 Security Centre, Microsoft Security & Compliance Centre, etc. - Hands-on experience in implementing security hardening in cloud-based systems, network, endpoint and cloud infrastructure - Build technical solutions and security tools to help mitigate security vulnerabilities and automate repeatable tasks - Deliver subject matter expertise of Office 365 with emphasis on security, architectural design, migration, management and support of implementations - Provide overall Office 365 security expertise including strong knowledge of Azure Active Directory, Azure Information Protection, Microsoft Enterprise Mobility + Security, SharePoint and OneDrive Security and related technologies - Develop and implement the overall AD design based on organizational requirements such as AD forest, domains, organizational unit (OU) structures and Establish trust relationships between domains and forests if required - Implement and maintain DNS (Domain Name System) for AD, Configure and manage Group Policies to enforce security settings and configurations - Subject matter expert of Azure AD Zero Trust components implementation – Single Sign-On, Conditional Access (SAML, OAuth, etc.), MFA, Azure AD proxy, device authentication and health validation, least privilege access, etc. - Strong skills in Microsoft’s advanced security and networking services like ExpressRoute, Key Vault, Active Directory, Sentinel, and DDoS Protection to support dynamic and immutable Azure Cloud infrastructure - Strong security knowledge and experience in the below areas: - Office 365 tenant - Exchange Online Protection - SharePoint Online - OneDrive for Business - Intune (Conditional Access \ MDM \ MAM) - Clients (Outlook, Outlook for Mac, IMAP, POP3, Mobile Devices) - Permissions (Tenant \ Security & Compliance Center \ Exchange Online) - Data Loss Prevention, Archiving, eDiscovery and Compliance - Strong PowerShell scripting skills - Strong skills in documenting system configurations, standards and procedures - Create and update technical project documentation (i.e. technical and configuration runbook, implementation plan, etc.) - Document detailed design and define technical solutions that consider the enterprise architecture strategies, current state environment and constraints - Lead and participate in ongoing Office 365 security and strategy discussions - Identify opportunities for efficiencies by leveraging automation and other techniques - Prepare change requests, plan and coordinate all implementations for production and non-production environments - Provides development and L2/L3 production support along with other team members. - Collaborates effectively with the development teams to work on and assess defects - Stay current of all things Office 365, including changes and updates, roadmap, releases, and third-party solutions In Scope Key Candidate Skills - Infrastructure as Code - ATP - Host and End-point Security - CASB - Active Directory and Azure/Entra Active Directory - GCP - AWS - IAM - PAM - MFA - Enterprise and Integrated DLP, Rights Management - PKI – Internal / External - Encryption and Key Management including HSM - Email Security - Management and Automation Tools - Configuration Management - Logging, Monitoring and SIEM tools - Threat prevention and extraction   The successful candidate will demonstrate the following core competencies and experience:   - 6 + years of hands on working experience in the participation of engineering and design of IaaS/PaaS/SaaS platforms - Passionate about evangelizing standards around application and infrastructure security - Strong core foundation experience in fundamental cloud technologies and services - Education at the bachelor or master level in Computer Science or equivalent technology related experience - Excellent knowledge and relevant experience in security domains related to Identity and Access Management, Data Security and Loss Prevention, End Point Protection, Cloud security, Vulnerability and Threat Management, etc. - Strong knowledge of Infrastructure Security (Perimeter Security, Network Solutions, hardening etc.), Security of cloud-based services and applications - Experienced with security and risk control frameworks related to cloud, including CSA, CIS, NIST, etc. - Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment - Highly self-motivated, self-directed and attentive to detail - Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors - Strong desire to implement change and contribute to the organization - One or more industry recognized information security professional designations (e.g. CISSP, CISA, etc.)  is an asset - Experience with implementing Privileged Access Management products or solutions to large enterprise organizations is an asset - Knowledge of the Financial Services industry is a definite asset   In addition, the following competencies would be highly valued and considered more favorably: - Relationship Management: - Proven ability to establish and build healthy working relations and partnerships with clients, vendors and peers - Possess effective communication and interpersonal skills, and executive presence - Highly credible with senior executives while also able to connect and build trust- based relationships with stakeholders at all levels of an organization - Gain commitment, trust and support from others and will be able to sell ideas inside and outside the organization - Influence & Focus: - Ability to focus/align the organization around critical initiatives, best practices and guiding principles - Exceptional influencing skills and will work transparently and cooperatively with the cross-functional teams, effectively engaging all pertinent stakeholders, both internal and external - Versatility and Resilience: - Able to oversee multiple projects and excel in a complex and evolving portfolio - Demonstrate appropriate flexibility in all situations and will be comfortable with ambiguity, while pivoting from macro to micro issues, from shaping the technology, innovation, digital, and strategy agenda through to the day-to- day details of operations and compliance issues - Integrity: - Adhere to the highest standards of personal and professional integrity and will set a positive example for others - People Management: - Provide leadership and effective management of staff - Accountable to influence employee commitment to the organization, to the team, and to their job - Adaptability: - Should be flexible and able to adapt to changes or issues that may arise. - Attention to Detail: - Should have a keen eye for detail to ensure that all aspects of the solution are considered, and nothing is overlooked. - Time Management: - Should be able to manage their time effectively to ensure that deadlines are met. - Determination: - The successful candidate will not be afraid to challenge the status quo - Exhibit a mindset of creativity, determination, and an energetic drive to succeed - Have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team 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 Mai 2, 2024.    #LI-JS2  #LI-Hybrid 
Job Locations CA-ON-Toronto
Posted Date 2 weeks ago(4/15/2024 2:40 PM)
Grade:  P7 Division: IGM-TECH   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: As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.    The individual joining our team will be on the ground floor of a major, strategic, multi-year Program that will transform our Middle Office by implementing the Bank of New York Mellon’s (BNYM) OnCore and Eagle Platforms. Work streams include Trade Support, Portfolio Accounting/Investment Book of Record and Data & Analytics. A significant portion of the Systems Analysis work will relate to creating technical interface specifications. We follow the IGM Delivery Framework and leverage Jira (Kanban Board) and Confluence to track our work.   The successful candidate will have the following responsibilities: - Works with the Lead Systems Analyst, Delivery Lead, Project Manager and other Team Members to create and/or collaborate on project deliverables eg technical/interface specifications, data mappings etc - Decomposes and visualizes work into Jiras; attends standup meetings and advises on progress - Supports the Testing efforts and will be involved in Interface/Integration Testing   The successful candidate will demonstrate the following core competencies and experience: - Required Standard Items - Five+ years of technical Systems/Data analysis or equivalent experience - Experience working with Software Developers, Architects and Quality Assurance Analysts and to analyze technical solutions, test completed code, and complete a smooth implementation with business partners and external vendors/vendor solutions - Knowledge of solution architecture, application development, application systems design, and integration patterns - Ability to self-direct, own tasks, manage time to meet deadlines, and provide appropriate status to leadership - Ability to manage multiple priorities in a face-paced work environment - Capability to establish and maintain effective partnerships and relationships    - Knowledge/Domain and Industry Expertise (and/or equivalent experiences) - Wealth Management/Capital Markets and Financial Services Industry knowledge - Investment management and Fund Services systems / applications knowledge/experience – e.g. Bloomberg, FactSet, Eagle, OnCore, Wealth360 (Fund Accounting), InvestOne etc. and data associated with these systems - Market data vendors and sourcing knowledge – e.g. benchmarks, reference data, economic data, ESG, etc - Experience working in a technology project team environment and on projects involving the integration of disparate types of technologies/platforms - Technical Skills (and/or equivalent experiences) - Proficient in Data Mapping and creating System Specification documentation; ability to understand json and similar files - Oracle SQL skills and experience performing data analysis - Python, non-SQL DB (MongoDB), visualization tools (e.g. Tableau), cloud-based services/ tools - Historical use of Confluence, Jira - Estimating experience - Bonus Points - Experience with data transformation related projects - Experience with BNYM’s OnCore or Eagle Platforms - Post-secondary education in a related discipline - Canadian Securities Course (CSC), CFA Levels - Kanban or Scrum Certifications - IIBA Certifications - Project Management (PMP) and/or Change Management (CCMP, Prosci) Designations   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 March 29, 2024.    #LI-JS2  #LI-Hybrid 
Job Locations CA-ON-Toronto
Posted Date 1 week ago(4/18/2024 6:27 PM)
Grade:  P6 Division: IGM-AMO    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 Senior Manager, Portfolio Analytics, the successful applicant will be a key contributor on the team responsible for the timely and accurate reporting of investment performance, managing data delivery, building pipelines and dashboards, automating reports and supporting the analytics requirement of our business partners at Mackenzie and Investors Group.   The successful candidates’ specific responsibilities may include:   - Ensure accurate validation of daily accounting data and review rate of return calculations - Review discrepancies, outliers and liaise with other teams to determine validity and resolve if required - Calculate portfolio characteristics and statistics and provide interpretation of these measures - Assist in the development of reporting solutions for new products and to enhance offerings for existing complex products - Identify, analyze, and resolve data issues related to uniqueness, integrity, accuracy, consistency, and completeness to support business reporting requirements - Develop and modify procedures to enhance the performance reporting process - Supports the management of data as a key asset that facilitates effective decision making - Support ad hoc automation, data extraction, and reporting needs as required - Research and resolve complex systems issues, including identifying procedural weaknesses - Review and verify work of others for accuracy and completeness - Assist with project work when required, including analysis and/or testing - Manage performance and analytics data delivery - Build data pipeline to feed downstream applications or other use cases - Create Tableau dashboards for internal stakeholders - Scheduling and workflow management   The following qualifications will assist the successful candidate in carrying out these responsibilities:   - A university degree in a business, technology or finance-related discipline - Working towards or completion of a professional designation (CFA, CIPM) - 2-5 years relevant experience within a data analytics or performance measurement group - Solid strong analytical and data management skills required - Well-versed in performance measurement principles (TWRR vs IRR, chain linking returns, annualizing returns) - Good understanding of derivative instruments and complex investment products - Advanced proficiency in Python, SQL, VBA, and other programming languages - Self-motivated, flexible, adaptable, and demonstrates initiative - Strong problem-solving skills - Experience with Factset, APIs, Tableau, Linux and Bloomberg is desired - High level of attention to detail, the ability to react positively to changing priorities and to work as part of a team - Excellent written and verbal communication skills Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers    We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.     Mackenzie Investments is an accessible employer committed to 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 2, 2024   #LI-JS2  #LI-Hybrid