Job Description

:
Grade: P8
Referral Level: Level 3
Division: IGM-Finance
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.
The Director, Finance will play a pivotal role as a strategic Finance Business Partner for front-office leaders at Mackenzie. Reporting to the Vice-President, Finance, this role is responsible for delivering insightful financial analysis, forecasting, planning, expense management and reporting to support informed decision-making. This role will oversee all aspects of financial planning and analysis (FP&A) for Product & Solutions, Investment Management, and Retail and Institutional Distribution, ensuring that the organization has the financial insights needed to support both operational efficiency and strategic growth
Responsibilities:

• Forecasting and Planning

• Lead annual and quarterly forecasting and budgeting, collaborating with business units to ensure accuracy and alignment with strategic objectives.
• Monitor performance, provide actionable insights, and recommend improvements.
• Optimize forecasting and planning approaches, tools and processes to improve effectiveness
• Business Partnership

• Act as a trusted advisor to business leaders, supporting expense management, surfacing risks and opportunities, and providing financial modeling for key decisions and ad-hoc projects.
• Expense Reporting & Insights

• Lead the development and delivery of financial management reporting and financial presentations to senior leadership
• Develop key performance indicators (KPIs) and dashboards to track financial performance and progress against strategic goals.
• Ensure that reporting systems and processes are efficient, automated, and aligned with industry best practices
• Expense management

• Partner with senior leaders to ensure expenses stay on plan
• Identify risks to annual expense plan and levers to close any gaps
• Oversee preparation of various accruals, journal entries, reconciliations, and analysis to maintain integrity of financial statements
• Develop financial models to support business decisions on various ad-hoc projects as required

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• MBA, CFA and/or accounting designation, as asset.
• 7-10 years of experience in financial reporting, management reporting or a related field Wealth management or financial services experience
• Advanced analytical and problem-solving abilities
• Strong communication, stakeholder management, and leadership skills
• Expertise in financial modeling (Excel, VBA, Power Query, PowerPoint)
• Systems knowledge (ERP/SAP, budgeting, data mining)
• Ability to influence and challenge business leaders as a trusted advisor
• Proven ability to manage multiple priorities and deadlines
• Strong influencing and stakeholder management skills

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 .
We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.
#LI-JS2
#LI-Hybrid

Skills Required