Senior Analyst, National Accounts

Job Description

Grade: P6

Referral Level: Level 1

Division: MI-ISS

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.

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:

• 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

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 April 25, 2025.

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