Job Description

Location: Toronto, Winnipeg

Referral Bonus: Level 3

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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 year 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.

The Opportunity

The Senior Specialist, Analyst independently delivers complex analysis to enable Agile execution and business outcomes for clients and advisors in the wealth management portfolios. This role translates complex needs into actionable secure solutions, supports a range of Technology initiatives including AI- and data-enabled initiatives, while operating within persistent delivery teams and supporting ongoing product evolution. The Senior Analyst also applies sound judgement across delivery, risk, and stakeholder engagement. The role bridges business, technology, data, and AI teams to deliver secure and compliant solutions that enhance advisor productivity and client engagement. The role is positioned to lead modern product delivery, AI-enabled initiatives, and Salesforce-centric business analysis in the organization.

Key Responsibilities

• Lead analysis activities for moderately complex products, platforms, or cross-pod workstreams, ensuring traceability from business outcomes to system functionality and data flows.

• Translate business needs into high-quality user stories, data mappings, and solution designs

• Analyze systems, datasets, or delivery performance to generate insights and recommendations enabling timely decisions while balancing business value, risk, and delivery feasibility.

• Support AI-enabled solutions through feature definition, model input/output analysis, data quality considerations and operational integration

• Collaborate closely with Product Owners, Engineering, quality assurance teams and stakeholders

• Define and support measurement of solution outcomes, including quality, adoption, operational impact, and risk reduction.

• Apply and refine delivery standards by producing high‑quality analysis artifacts, identifying gaps or inefficiencies in existing practices, and recommending practical improvements to analysis and delivery approaches

• Actively participate in the Product & Delivery Chapter to share practices, contribute to standards, and support continuous improvement across pods.

• Where applicable, lead triage and analysis of application/data issues that may affect reliability. May be required to coordinate investigation, escalation, and communications across teams.

• Where applicable, maintain runbooks and troubleshooting notes to support consistent resolution and handoffs.

• When required, work within incident/problem processes and drive assigned issues to closure.

Required Experience & Qualifications

• Post-secondary degree or equivalent experience

• 3–6 years of progressive analyst experience in Agile environments

• Strong analytical judgement and stakeholder engagement skills

• Ability to facilitate requirements discussions, identify dependencies, and drive clarity across stakeholders and delivery teams

• Experience producing high-quality analysis artifacts such as user stories, process flows, data mappings, or acceptance criteria

• Experience working with Salesforce platforms, including the ability to analyze data using SOQL and perform data analysis using SQL.

• Able to understand complex data models, integrations, APIs, and end-to-end business processes across enterprise systems

Additional Preferred skills

• Salesforce Certifications demonstrating strong expertise in Salesforce clouds, specifically Experience Cloud.

• Deep Platform Knowledge: Practical expertise in Salesforce functionalities, including permissions, security, and sharing architecture

• Good understanding and working knowledge of salesforce solutions in wealth management domain

• Identify opportunities to leverage AI to improve client, advisor journeys and product enablement

The expected annual base salary range for this role is $65,500 - $94,500, 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.

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.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by September 25 2026.

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