Director of Finance and Asset Management

1 month ago


Toronto, Canada Mackenzie Investments Full time
Level 1

Division: IGM Finance

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.

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. p>

The Finance Department is accepting applications for the position of Manager, IGM Planning & Analysis, Shared Services. Reporting to the Director, IGM Planning & Analysis, the successful candidate will be responsible for using analytical tools and judgement to provide decision-making support to the IGM group of companies (IG Wealth Management, Mackenzie Investments and Investment Planning Counsel). The role will liaison with the IGM Expense Reporting team to provide expense reporting and related business analysis and assist with the IGM expense forecasting and annual planning process for the IGM shared services divisions.

  • Support month end processing, including variance explanations to budget and business reporting to management.
  • Coordinate and support the development of company forecasts and business plans.
  • Liaise with key management to provide relevant financial business support and insights.
  • Develop presentations communicating financial impact of key strategies/initiatives targeting executive audience.
  • Develop financial models to support business decisions on various ad-hoc projects as required.
  • Work closely with Finance and operations personnel at all IGM companies.
  • Support and improve internal controls over systems and financial process.

Qualifications:

  • Completed or working toward post-secondary business degree and/or Professional Accounting Designation (CA, CMA, CGA, CPA).
  • 5+ years of progressive finance/accounting experience within the financial services industry is an asset.
  • Advanced financial and business modelling skills, including expert proficiency in Excel and Powerpoint.

We thank all applicants for their interest in Mackenzie Investments; p>

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.


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