Job Description **Grade: L9

Referral Level: Level 1

Division: MI-DR** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals . Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre .

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments 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.

Job Purpose Lead the sustainment, adoption, and frontline support of CRM and sales technologies to enable strategic sales effectiveness, digital transformation, and operational excellence across Mackenzie’s Retail Distribution team.

Responsibilities Leadership and Team Oversight

• Leadership of the Sales Technology Team.
• Set and review performance objectives, coach and develop the team of Sales Technology Analysts and Salesforce Data Maintenance administrators.

CRM & Sales Technology Change Management & Projects

• Collaborate with and influence key partners to improve the adoption of sales tools and technologies.
• Identify opportunities for adoption improvement through discovery activities.

Create and Execute Change Management Plans

• Collaborate with Product Owners and Sales Leaders to identify key performance indicators and insights on adoption for initiatives.
• Lead the coordination of change management plan execution in collaboration with Sales Leaders, Sales Enablement and Learning and Development.

Day-to-Day Operations

• Oversee activities related to the management of licensing and reporting for distribution technologies such as Zoom, Morningstar, Salesforce, SAP Concur.
• Oversight of Retail Distribution’s operational activities, including all Business Continuity and any other corporate IGM initiatives.

Qualifications

• 7+ years of experience in change management, preferably within a sales organization or Canadian investment firm.
• Experience managing, coaching, and mentoring a team.
• Highly collaborative with excellent interpersonal, negotiation and influencing skills.
• Demonstrated experience in building and maintaining strong working relationships with a variety of partners and senior leadership across the organization.
• Ability to plan, analyze data, summarize and present insights to senior leadership as well as coordinate and execute against plan on multiple initiatives.
• Effectively communicate with internal and external partners at all levels.
• Advanced knowledge of Microsoft Office applications.
• Experience with Salesforce.com, or any other CRM.
• Post-Secondary education in a relevant business discipline.
• Designation or accreditation in Change Management such as Prosci certification.

Please visit our career page by clicking on the following link: 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.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Please apply by July 30, 2025 .