Job Description **Grade: P6

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.

Responsibilities Mackenzie Investment’s Distribution – Sales Experience and Analytics department is seeking applications for the position of Senior Sales Analyst. The Sales Experience & Analytics team’s mandate is to support and improve sales team enablement, leveraging tools and technology, data, and analytics. We support and continuously evolve our industry leading Salesforce.com CRM platform, and related tools that support and improve our sales processes, effectiveness, and productivity. We deliver business intelligence to sales and leadership teams that measures the effectiveness of our programs and sales activities, drives sales performance and a strong sales culture. Reporting to the Director, Sales Analytics, the successful candidate’s primary function will be to support sales analytics within the Distribution business. The individual’s core responsibilities will be:

• Create, run, and maintain scheduled reporting that supports the Retail Sales, Strategic Alliance and Key Accounts teams and their sales activities.
• Build and deliver reporting for both ongoing and new sales initiatives such as ETFs, account planning and ROI analysis.
• Build and maintain dataflows and dashboards to support sales initiatives
• Provide analytics, insights and content that facilitates communication, and supports decision making by sales leadership and the senior executive team.
• Support the Sales Analytics team as needed with Retail projects and initiatives.
• Participate in projects and on-going departmental initiatives as a subject matter expert, particularly those involving sales data.

The Following Qualifications Are Required Of The Successful Candidate

• Curious, with strong analytical and critical thinking skills
• 4+ years of increasing experience in the Canadian investment industry, with analytics experience in a financial services environment
• Related Post-secondary education
• Solid written and verbal communication skills – professional in dealing with internal and external partners at various levels.
• Ability to develop, maintain and manage relationships at various levels within the company.
• Ability to multi-task and meet deadlines
• Proficiency with Microsoft Office applications, specifically Excel (formulas, charts, pivot tables, macros)
• Experience working with Salesforce.com and CRM Analytics
• Experience with Tableau (Creator, Prep Builder, Server) and other data visualization software
• Experience with database query tools such as Business Objects, Cognos, etc
• Experience with SQL and JSON
• Experience with UX/UI design and development
• Completion of CSC and IFIC are desirable

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 August 27, 2025 .