Description
Location: Montréal, Toronto and Winnipeg Division: National Sales Mackenzie Investments 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. Position The Securities Research Analyst (SRA) is responsible for research, analysis, and recommendations to the Canadian & U.S models. This team works as generalists covering multiple geographies, sectors and names. The SRA is responsible for coverage, buy & sell recommendations to the leadership team and committee, while providing rationale from research reports available. The ideal candidate will possess strong analytical skills, fair knowledge in programming, and expertise in data analysis to drive informed decision-making. The SRA is also responsible for taking inbound requests from securities licensed advisors at IG to ensure proper due diligence is conducted in their recommendations. Additionally, the SRA will be an important part of the advisor onboarding process, ensuring a thorough review of advisors’ books through a profound knowledge of our solutions (KYP). It is also expected that the SRA will be able to fairly communicate, influence and guide stakeholders on investment ideas, market trends and opportunities. Responsibilities:Demonstrates strong stock selection and decision-making expertiseStrong financial and modelling skillsHas a deep sector perspective and is able to develop, explain and articulate his/her perspectiveBroad understanding and relationship of macro-economic, geopolitical, and world issues and how they influence the sectors under coverage and formulates viewRegularly pitches timely high conviction and actionable investment recommendations and sector ideasConducts own independent research and develops differentiated insights including unique and innovative analysis, supported by data, and presents findings with convictionPublishes reports that include in-depth and critical research/analysis and investment rationale which stimulates discussion, actionable ideas, and a move to actionSeen as a credible communicator and articulate, influence, and guide others in driving changes where needed.Exhibits confidence and conviction when presenting ideas Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subjectAnalyze complex datasets to identify trends and insights.Develop and maintain data models and algorithms.Utilize programming languages (e.g., Python, R, SQL) to automate data processing and analysis.Create visualizations and reports to communicate findings to stakeholders.Requirements:3-5 years in the securities industry in a role providing client portfolio analysis, recommendations, and trade adviceChartered Financial Analyst (CFA) designation, or CIM or working towards CFAUniversity Degree, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials an assetStrong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an assetStrong analytical skills with the ability to interpret data and provide actionable insights.Fair knowledge in programming languages such as Python, R, SQL, or Java.Experience with data analysis tools and software (e.g., Excel, Tableau, Power BI).Knowledge of statistical methods and data modeling techniques.Excellent problem-solving abilities and attention to detail.Good standing in Continuing Education (CE) creditsExcellent interpersonal skills, ethic, and excellent presentation and communication skills, both written and oral in French and in EnglishWorking knowledge of capital markets with a deep curiosity in subject matter a) Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.b) As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English. 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 $65 500 – $91 000, 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 April 1 2026.#LI-JS2 #LI-Hybrid
