Description

 

 

Division:  Investment Solutions 

Location:  Winnipeg, Toronto

Reports to:  AVP, Asset Allocation & Portfolio Manager
 

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. 

 

Founded in 1926, IG Wealth Management is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.  

 

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming 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. 

 

We are currently looking for a Senior Manager to join our Investment Oversight team with the position located in Winnipeg or Toronto. This person will be responsible for 1) reporting processes, alongside the Director, to oversee investment management sub-advisors and fund performance of the product shelf and 2) providing analysis and insights to the AVP to support asset allocation and portfolio construction recommendations for managed solutions portfolios.

 

Responsibilities:

 

  • Update reporting to support portfolio management and oversight of investment management sub-advisors using Excel, Power BI and software such as FactSet and Morningstar Direct.
  • Maintain, enhance, and build reporting; this includes developing an understanding of Power BI data models used for reporting, to make changes and updates to the Power BI models.
  • Perform asset allocation and portfolio construction modeling, analysis and research, using specialized software (i.e. FactSet, Morningstar Direct), to support portfolio recommendations for managed solutions.
  • Explore and implement AI to improve process efficiency and enhance insight generation.
  • Support the AVP in preparing presentation materials for internal audiences including Committees and the Chief Investment Strategist.
  • Support the AVP by preparing trade instructions to co-ordinate trade activity and fund rebalancing for portfolios.

 

Requirements:

 

  • Post secondary business degree (B.Comm.) and working towards the completion of the CFA charter.
  • Minimum 5 years’ experience in a mutual fund/Investment-oriented environment with a focus on portfolio analytics.
  • Proven proficiency in PC applications including Excel and PowerPoint.
  • Proven proficiency in data modeling using Power BI, including building reports and interactive dashboards.
  • Demonstrated analytical, numerical and problem-solving skills with very strong attention to detail.
  • Experience with analytical software such as Morningstar/FactSet/Bloomberg or similar applications.
  • Ability to communicate effectively, both written and oral.
  • Ability to manage multiple projects/tasks with flexibility to work with changing priorities.
  • Ability to work independently as well as in a collaborative environment.
  • Strong organizational and time management skills to meet deadlines.

 

The expected annual base salary range for this role is (92,000 – 120,000), 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.

 

For additional information regarding this position, contact Catherine Sawatzky. 

 

 

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 Defined Contribution Pension Plan 

  • 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).  

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. 

 

IG 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.    

 

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers

 

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people. 

 

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.   

 

Please apply before May 18 2026.

 

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