Job Description:

Grade: S5
Referral N/A
Division: MI-DR

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 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
Retail Distribution at Mackenzie Investments is currently accepting applications for the position of Associate,Sales Enablement. Reporting to the Manager, Sales Practices, the Analyst will be responsible for supporting dealer conference planning and execution to further advance dealer relationships and promote Mackenzie products. This includes managing compliance approvals, securing internal speakers, participating in working group meetings, interacting with clients and overall execution of these events.

As a valued member of the Retail Distribution team, your core responsibilities will include:

Dealer Conference Support

• Oversees coordination of national Dealer Conferences, regional Dealer Conferences initiated by the National Accounts team and webinars for Dealer Conferences.
• Leverage a consultative approach to problem solving, and ensuring all partners and stakeholders have clear understanding of expectations and objectives for dealer conferences.
• Collaborate with sales leadership to establish presenter expectations and adherence to Retail messaging
• Implement and execute against dealer conference project plans, including
  o Ensuring materials presented at Dealer conferences are compliant and aligned with the topic agreed to between the dealer and Mackenzie sales leadership
  o Overseeing onsite set up and take down where required at dealer conferences
  o Preparing and submiting any pre & post conference approval packages for Compliance. Apply for Continuing Education credits through the Sales Practices & Compliance team where required
• Manage any logistics related to virtual dealer conferences, including managing the conference in the background.
• Act as a liaison between Dealer conference organizers and Mackenzie teams across Distribution, Product and Marketing.

Ongoing Process Improvements and Team Support

• Create and maintain role procedures and process documents.
• Identify process improvement opportunities within the team
• Conduct ongoing analysis to ensure processes and timelines are adhered to

Administrative Support

• Expense management and reconciliation for dealer conference costs
• Coordinating and scheduling speakers and wholesalers for dealer conferences
• Applying National Accounts expenses within Salesforce
• Supporting sales leadership scheduling where required

The following qualifications are required of the successful candidate:

• 1-2 years of relevant experience.
• Highly collaborative with excellent interpersonal, negotiation and influencing skills
• Organizational, planning and communication skills
• Passion for analysis and innovative problem-solving abilities
• Effective management of projects and timelines
• An interest and curiosity in capital markets and how they relate to the fund industry
• Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA,CFP, CIM, etc) is an asset
• University degree or industry equivalent
• Willingness to travel within Canada in support of dealer conference events, as required.

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).

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 December 2, 2025*.*

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