Analyst, Product Experience (Client Portals)

Description

Grade: P6Referral Level: Level 1Division: IGM-MRKTING IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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 year 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. 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.About the RoleThe Analyst, Product Experience (Client Portals) supports the delivery and continuous improvement of Mackenzie Investments’ secure digital experiences for advisors and investors. Reporting to the Director, Product Owner – Client Portals, this role contributes to experience discovery, experience-led requirements gathering and documentation, testing, and delivery activities across the Client Portals. The successful candidate will work closely with Product, UX, Information Systems, and Experience team members. You will play a hands-on role in ensuring digital enhancements are delivered with quality, accuracy, and a strong user experience focus. This is an excellent opportunity for professionals looking to grow in digital product, experience design, and data-driven decision-making within a regulated environment. What You’ll DoProduct Discovery, Experience Definition & DeliverySupport journey mapping and experience discovery by populating artifacts that define end-to-end advisor and investor portal experiencesAssist with gathering and documenting business, user, and experience requirementsSupport advisor research and engagement activities, including note-taking, synthesis, and documentation of insightsTranslate inputs into well-defined user stories and experience requirements under the guidance of senior team membersParticipate in wireframe and prototype walkthroughs; capture feedback and support follow-up actionsSupport delivery readiness by ensuring requirements are documented, traceable, and aligned to delivery timelinesAssist with testing activities, including test case review, UAT coordination, defect tracking, and outcome reportingCoordinate translation requests and support screen reviews during UAT and go-liveData Analysis & MeasurementPerform data analysis by querying and synthesizing information from multiple data sources to identify trends, anomalies, and experience improvement opportunitiesSupport the creation of dashboards, reports, and summaries that communicate insights to Product and Experience teamsPartner with senior team members to translate quantitative and qualitative insights into inputs that inform prioritization and experience enhancementsSupport data validation and quality checks to ensure accuracy and reliability of reported metricsChange Management & Launch SupportSupport change management activities related to digital product enhancementsAssist with readiness and go-live activities by providing product documentation to inform communications and training materialsWhat You BringExperience2–3 years of experience in digital product, product experience, business analysis, data analysis, or a related roleExperience supporting experience discovery activities such as requirements documentation, user research, or journey mappingHands-on experience supporting delivery execution, including test case review, UAT, defect tracking, and go-live supportExperience analyzing and synthesizing data from multiple sources to support reporting and insightsExperience in a regulated environment (e.g., financial services) considered an assetEducation & CertificationsBachelor’s degree in Business, Information Systems, Data Analytics, Computer Science, Design, or a related field (or equivalent experience)Entry-level certifications in Product Management, Business Analysis, UX, Data Analytics, or Agile are considered assetsSkills & CapabilitiesWorking knowledge of digital product and user experience principlesStrong analytical, organizational, and documentation skillsComfort working with data, test cases, and structured delivery processesStrong attention to detail and ability to manage multiple tasks and timelinesCollaborative mindset and eagerness to learn in a fast-paced, cross-functional environmentBenefits: 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 ($62,000- $80,000), 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 4, 2026. #LI-JS2#LI-Hybrid