Description
Grade: P6Referral Level: Level 1 Division: IGM-AMOIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $290 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 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. Mackenzie Investments is currently accepting applications for the position of Financial Analyst, Fund Taxation within the Fund Tax Services department. Reporting to the Director, Fund Taxation, the successful candidate will be part of the team responsible for tax compliance and monthly, quarterly and annual fund distributions and is a key tax resource for all of Mackenzie’s and Investor’s Groups products (mutual fund trusts, segregated funds). As a valued member of the Fund Tax Services team your core responsibilities will include: Tax research – domestic and foreign compliance, mutual fund, and sales tax Ensuring the completeness, accuracy, timeliness and consistency of the fund tax department deliverables Accurate and timely calculation and oversight of fund distributions and estimates Accurate and timely completion and oversight of tax filings including but not limited to provincial sales tax, fund tax factors, Canadian income tax returns and various calculations related to foreign withholding taxAnalysis for product initiatives such as mergers, rebalancing and various ad hoc requests Liaise with various parties such as administrators, CRA, external auditors, tax advisors, investment managers, product managers and internal departments within Mackenzie ETF, Mackenzie and Investors Group Focused on continuous development and process improvement The following qualifications are required of the successful candidate: Undergraduate accounting, finance or equivalent degree Accounting designation (CPA) or in process Minimum 1 year fund taxation experience and financial services industry / mutual fund experience Excellent team player Excellent communication skills, both written and verbal Excellent tax research, tax preparation, and analytic skills Ability to handle multiple projects and tasks and continuously prioritize work Strong Microsoft Word and Excel skills Ability to build and maintain relationships with departments across the organization Desire to remain up-to-date with tax laws, regulations, and changes in the mutual fund industry Willingness to learn new reporting systems and seek advancements / improvements in existing processesBenefits: 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 ($69,000- $83,500), 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 March18, 2026.
