Job Description:

Grade: P7
Referral Level: Level 1
Division: IGM-Finance

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.

Summary
We are seeking a strategic and results-oriented finance leader to join our team as Manager, Operational Data & Metrics. Reporting to the AVP, IGM Strategy, Planning and Forecasting, this role is responsible for leading data management initiatives, operational reporting, and analytics to enable strategic decision-making across Mackenzie and IG Financial Planning & Analysis. The role also provides technical support for compensation calculations, modeling and other specialized financial processes.

Key Responsibilities

• Data Management for IG and Mackenzie Distribution Models

• Oversee and review end-to-end data management processes for IG and Mackenzie distribution models, ensuring accuracy and timeliness of data

• Provide guidance and support for data-related initiatives and project execution for BPC models

• Collaborate with IT teams on select projects and technical support activities.

• Drive automation efforts using SAP HANA and Alteryx to streamline workflows

• Support administrative tasks related to data governance and reporting in BPC

• Mackenzie Retail Compensation

• Provide technical oversight and expertise for Mackenzie Retail Compensation modeling and calculations, approving monthly compensation calculations to ensure accuracy and compliance.

• Provide technical expertise for Mackenzie Retail Compensation modeling and other strategic projects.

• Lead enhancement initiatives to improve model efficiency and scalability.

• Deliver monthly, quarterly, and annual analysis and insights to assist Mackenzie Finance and Sales teams with planning and decision-making.

• Project Financial Reporting

• • Oversee and review monthly project reporting data processes

• Provide technical support and lead efforts of process optimization with various stakeholders

• Strategic Projects & Process Automation

• Identify opportunities to automate manual workflows using tools like Alteryx, develop use cases to optimize operational processes and lead implementation and training initiatives.

• Collaborate with finance teams to streamline data transformation and reporting processes, partnering with leadership to ensure alignment of analytics with organizational priorities.

• Support BPC replacement initiatives for IG and Mackenzie FP&A models, ensuring smooth transition and alignment with business requirements

• Team Leadership

• Supervise and mentor analysts and specialists within the Operational Data & Metrics team, fostering a culture of continuous improvement and innovation.

• Coordinate cross-functional efforts with other pods (Technology & Data, FBP Support, Special Projects).

Requirements

• Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field;
• 5+ years of experience in financial planning & analysis, operational reporting, or data management
• Proven experience leading data-driven initiatives and managing financial models, preferably in the asset management or wealth management industry.
• Strong expertise in SAP BPC, SAP HANA, and Alteryx for automation and data transformation.
• Advanced Excel skills and experience with data visualization tools (Power BI, Tableau).
• Proven ability to manage financial models and compensation calculations.
• Knowledge of data governance and process optimization best practices.
• Demonstrated leadership experience with team management and mentoring.
• Strong collaboration skills across Finance, IT, and business units.
• Excellent communication skills to present complex data insights clearly.
• Strategic thinker with strong analytical and problem-solving abilities.

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 byDecember 5, 2025**.

#LI-JS2

#LI-Hybrid