Job Description Location: Calgary Division: Institutional Sales & Services 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 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 .

What The Role Is All About

• Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory
• Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors
• Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever-changing business environment
• Provide ongoing support to Strategic Partnership firms regarding market & fund performance, as well as review portfolio profiles
• Service inbound inquiries in a professional and timely manner
• Some travel may be required

What Are The Qualifications

• University degree or equivalent industry experience
• A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written
• 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)
• Service oriented individual with experience handling inbound inquiries from clients

What’s In It For You

• Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)
• Travel in North America for annual team conference as well as sales training (opportunity to network with colleagues across the country)
• Ongoing training to develop market, product & sales skill knowledge
• Opportunity to attend multiple client events throughout the year
• Opportunity to participate in our Wholesaler Development Program (training & development to become a wholesaler)

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 & 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 $65 000 - $75 000, 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 March 30 2026.