Description
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded in 1967, is a key part of IGM’s business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. The RoleReporting to the AVP, Investment Solutions and Shelf Management, the successful applicant will be a key contributor on the team with core responsibilities related to developing the strategy and support of all investment solutions offered by Mackenzie which are not centered around a specific investment mandate. This role will also support the management of Mackenzie’s mutual fund product shelf by facilitating the screening of potential merger candidates and the execution of these mergers. The Investment Solutions and Shelf Management group is part of Mackenzie’s broader Product Development Team, and the Product Division. Responsible for the effective management of Mackenzie’s mutual fund product shelf. Conducts annual screening of funds for merger opportunities, completes assessments of fund investment objectives and potential continuing funds and builds out the recommendations to senior management.Manages the execution and support of these merger projects working with Fund Accounting and Sales to minimize advisor disruption.Product manager for all investment solutions and product structures on Mackenzie’s platform (including Systematic programs, Mackenzie GPS, U.S. dollar purchase options, corporate class funds, registered plans (including TFSA, RDSP, RESP, etc.), Flexible Payout Service, Group Plans, Charitable Giving Program, One-Step DCA, and Private Investment Pools.Support AVP, Investment Solutions and Shelf Management to conduct research and analytic work as it pertains to pre-determined projects.Serve as the primary relationship manager / “advocate” of these product structures and represent the Product Team on cross-functional teams touching these investment solutions.Provide product support for investment calculators such as T-Series calculator, Private Wealth Proposal Tool, etc. Independently monitor competitive market and regulatory developments which impact Mackenzie’s investment solutions and products structures, liaise and collaborate with other internal and external sources of influence / knowledge.Support Sales Team with ongoing support, knowledge and training for investment solutions.Surface best practices, opportunities for improvement and actively participate in discussions and initiatives to improve Mackenzie’s competitive position.Collaborate with Product, Marketing, Sales and Operations colleagues in driving the creation and review of all product promotion material for Investment Solutions. The following qualifications are required of the successful candidate in addition to effectively collaborating with the broader Product Development Team, other members of the Product Division, and key stakeholders across the organization: Analytical SkillsAbility to apply analytical methods to facts and hypothesis to provide information in support decision making.Experienced in using different analytical tools to complete the required financial analysis.Apply sound judgment in constructing analysis and in formulating recommendations.Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen.Presentation and Communication SkillsAbility to create PowerPoint presentations with clear messaging, supported by sound analysis.Professional manner in dealing with both internal and external clients.Articulate in communicating with all levels of management.Ability to write and present concisely and persuasively.Project Management SkillsCoordinate resources from across the company in large-scale projects.Timeline driven and consistently meeting deadlines.Comfortable with handling multiple concurring problems and priorities.Additional qualificationsSeen as a source of information and influence in industry and competitive research information, having an in-depth understanding of the industry and the global / domestic competitive landscape for retail, strategic alliance and institutional business lines.A university degree in a business or finance-related discipline. 5+ years of increasing experience in the area of financial analysis in a financial services environment (preferably in the investment / asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations to senior management. Enrollment in the CFA program is an asset.Proficient with industry research platforms required to access comprehensive data and independent analysis on investment funds, e.g. Morningstar Direct, Simfund.Advanced proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.Benefits: COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans. RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component. WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). The expected annual base salary range for this role is ($86,500 – $105,000), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.IGM is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas. Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers. We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted. Please apply by February 25, 2026. #LI-JS2 #LI-Hybrid
