Job Description:

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.

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.

The successful candidate’s primary responsibilities will include:

Working on key Distribution Initiatives:

• Collaborate with the Manager, Sales Effectiveness, to achieve product readiness objectives.
• Manage the sales activation calendar, ensuring alignment with key delivery dates and components.
• Deploy the weekly sales team newsletter, compiling relevant information and data.
• Organize SE&P working group meetings and document key outcomes.
• Support external advisor-facing events, including logistics, follow-up emails, and presentations alongside the Senior Analyst.
• Support the planning of internal sales events, including organizing meetings, meeting minutes, sending follow-up emails, collaborating with the events team.
• Identify key data requirements for advisor and internal sales events, utilizing tools such as SurveyMonkey, Seismic and Salesforce.
• Conduct spreadsheet analysis to derive insights and create recommendations.
• Assist other SE&P managers with working groups and ad-hoc requests.
• Create and support presentations for Senior Leaders, delivering both data and insights.

Qualifications:

• Passion for analysis and data-driven decision-making.
• Strong communication, time management and organizational skills.
• Proficiency in Excel and PowerPoint.
• Creativity and innovation in problem-solving.
• Ability to work effectively both independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent organizational and multi-tasking abilities.
• Strong written and verbal communication skills.

To apply, please include a resume and transcripts (full unofficial version) by September 21, 2025 at 11:59 pm EST.

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 a 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.

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