Job Description **Grade:   P6

Referral Level: Level 1

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 year s 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 Mackenzie National Account team is accepting applications for the position of Senior Analyst, National Accounts based in Toronto, Ontario. The position reports to the Director, National Accounts.

The Successful Candidate Will

• Support the Director of National Accounts by responding to client requests, preparing for meetings which will require working with several departments at the firm including investment management, product, marketing, finance, legal and compliance.
• Identify points of leverage by combining deep analysis of dealer-specific data with insights from national account representatives and retail sales. Collaborate with Marketing, Product, Retail Sales, and other relevant teams to capitalize on these opportunities.
• Coordinate and hold departments accountable for the execution of agreed upon strategies
• Lead the relationship management effort with select dealers with a focus on supporting the dealer business and increasing the profile of Mackenzie

The Following Qualifications Are Required Of The Successful Candidate

• Relevant University degree
• Minimum of 3 years’ experience in the investment management industry; experience with institutional investment services considered an asset
• Enrollment in an advanced financial course preferred (CFA, CFP, CIM etc.)
• Exceptional analytical skills.
• Proficiency in Morningstar considered an asset.
• Strong written and verbal communication skills
• Exceptional organizational skills
• High attention to detail and follow-through capabilities with the ability to schedule, plan, and meet deadlines
• Demonstrated ability to manage multiple projects with varying priorities
• Ability to work effectively under pressure and within a distributed team environment across different office locations
• Intermediate to advanced proficiency in MS Office Applications, including MS Word, MS Excel, and MS PowerPoint

Benefits 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: competitive health and dental coverage; employer sponsored coverage for you and your family.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component .
• INSURANCE : employer sponsored short-term and long-term disability.
• 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.