Mackenzie Financial Corporation

Compensation

Full Description

Job Description Grade:  P7Referral Level: Level 1Division:  IGM-AMO 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. About Client Solutions The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work. The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including contact center. The Opportunity Client Solutions is looking for a knowledgeable, challenge-seeking, driven, and inquisitive self-starter to join our leadership team as a Program Manager. Reporting to the Senior Manager, the successful candidate will be responsible for providing operational guidance and direction to all levels within the organization for Strategic Charitable Giving Foundation and operational services that are complex in nature. The goal is to ensure alignment across departments and companies, and compliance with internal processes and regulatory obligations. The role will also actively participate as a divisional business expert representative. The Program Manager will provide support in deep business knowledge for new technology and automation initiatives, supporting the relevant decision-making processes to execute established business solutions. RESPONSIBILITIES • Acts as the operational business expert within the Mackenzie and IG Wealth Management service organization for Strategic Charitable Giving Foundation • Ensures policies, procedures, system infrastructure, and company documents are aligned across companies and compliant with regulatory obligations. • Provides operational business expertise with respect to investment product changes/launches to assess the impact and application on our business. Responsible for the review and interpretation of product-related documents; provides guidance and recommendations on how these can be integrated into our operational environment. • Researches and responds to exceptional technical and product inquiries from an operational perspective from internal and external parties including sales, marketing, compliance, plan sponsors, advisors, and regulators. • Remains abreast of regulatory requirements and changes and determines the operational impact on company policies/procedures/systems ensuring compliance with regulatory obligations. • Works with internal partners on a regular basis to ensure policy/procedures, training documentation, marketing material, and applications are accurate and compliant with applicable regulations and internal practices. • Supports initiatives and provides guidance/direction pertaining to technology and automation initiatives • Conducts research and assesses different solutions/recommendations in relation to integrating technology while considering product and regulatory limitations/changes QUALIFICATIONS • Post-secondary degree or diploma in business or a relevant field • Greater than 5 years' experience in the Financial Services Industry • Expert knowledge of SCGF program and processes is an asset • Strong analytical, problem solving and organization skills • Experience participating in project working groups • Proactive within a deadline-oriented environment and demonstrates solid decision-making skills • Excellent interpersonal and communication skills, both written and verbal Effective presentation skills • Strong customer service orientation • Proficient with MS Office (Word, Excel, PowerPoint, Visio) • Knowledge of FIMS, SAS, TreX and/or Rbroker SSUI/Transact is an asset • In-depth knowledge of IG Wealth Management and/or Mackenzie Investments Administrative Policies and Procedures is an asset 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 $77,500 - $100,500, 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 January 27, 2026. #LI-JS2 #LI-Hybrid