Job Description:
Location: Toronto
Divsion: Retail Distribution
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 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.
Responsibilities
National Account & Relationship Management
-
Serves as a senior relationship lead for assigned national and strategic dealer partners, acting as a key point of contact for head office stakeholders.
- Supports the development and execution of dealer‑level strategies and account plans aligned to Mackenzie’s retail distribution priorities.
- Gathers and synthesizes insights on dealer strategy, asset mix, sales trends, and platform dynamics to inform sales and product positioning.
- Partners with internal retail sales teams to optimize sales outcomes, capture rates, and product mix across platforms.
Sales Strategy & Execution
-
Executes on national account initiatives that drive sales growth, increase market share, and expand product penetration.
- Leads engagement with dealer research teams, analysts, and portfolio managers to support inclusion on recommended lists for mutual funds and ETFs.
- Coordinates preparation for investment due diligence, working closely with investment teams and internal partners.
- Contributes to the development of customized technical and sales content, in partnership with Marketing, Legal, and Compliance.
- Supports engagement with evolving distribution models and new partnership opportunities.
Platform Management & Product Recommendations
-
Acts as a subject matter expert on Mackenzie’s investment solutions, aligning product offerings to dealer and client needs.
- Identifies and advances opportunities within dealer model portfolios and platform arrangements.
- Supports negotiation, implementation, and ongoing management of platform and distribution agreements.
- Oversees execution of sales support models and ensure seamless delivery of agreed‑upon arrangements.
- Contributes to the management of significant AUM and revenue responsibilities across assigned accounts
Business Development:
-
Support identification and advancement of sub‑advisory and custom mandate opportunities with Canadian financial institutions.
- Partner with investment teams through due diligence, solution design, and implementation phases.
- Assist in ongoing servicing and relationship management for select high‑value or legacy accounts.
Internal Engagement & Partnership
-
Collaborate closely with internal wholesalers, marketing, operations, compliance, and investment teams to ensure coordinated account coverage.
- Manage cross‑functional resources to meet ongoing partner requirements and resolve dealer‑level issues.
- Contribute to broader Retail Distribution initiatives and support alignment with firm‑level priorities.
- Provide mentorship, guidance, and functional leadership within the national accounts team as appropriate.
Qualification
-
Bachelor’s degree preferably in commerce, business or economics, or a related field
-
8-10 years of experience in investment sales, relationship management, or financial services distribution
-
Direct experience with mutual fund dealers, wealth platforms, or as a financial advisor strongly preferred
-
Strong communication and presentation skills, with the ability to influence senior internal and external stakeholders.
- Demonstrated ability to manage complex relationships and execute strategic initiatives in a matrixed environment.
Additional Requirements
-
Travel required to all offices globally to ensure consistency and quality control of workflows.
-
Given time zones, often requires communication with Hong Kong based team in the evenings.
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: competitive health and dental coverage; employer sponsored coverage for you and your family.
-
RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
-
INSURANCE: employer sponsored short-term and long-term disability.
-
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 July 20 2026.
#LI-JS2
#LI-Hybrid
