Director, Financial Planning

2 weeks ago

Toronto, Canada Mackenzie Investments Full time
Level 1

Division: MI Products

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 Role:

Reporting to the Vice President, Investment Strategy and Private Wealth, the successful applicant will drive our thought leadership efforts with regards to portfolio construction and investment strategy. The Director, Investment Thought Leadership will possess deep subject-matter knowledge and expertise on foundational investment topics (i.e. strategic asset allocation, portfolio construction, cross asset class views) honed through experience with a sell-side, buy-side, or consultancy role and demonstrated experience communicating their views.
  • Primary idea generator of topical investment themes or trends that Mackenzie should own in the marketplace through white-papers and/or regular market commentary.
  • Author ‘deep dive’ white papers for internal and external use that focus on foundational approaches to portfolio management including, but not be limited to, strategic and tactical asset allocation, development and use of efficient frontiers, portfolio construction, and the benefits of utilizing alternative assets.
  • Develop and launch periodic thought leadership publications for use in the client domain that provide updates on financial markets and investment management topics.
  • Collaborate with colleagues in product, marketing, and investments in the curation and communication of compelling stories to be shared with either internal or external users.
  • Collaborate with wholesalers in understanding the needs of advisors with respect to investment thought leadership.
  • Partner effectively with functional partners including marketing and compliance in the creation and dissemination of investment thought leadership.
  • Articulate in communicating with all levels of management.
  • Combination of CFA, CAIA or MBA a plus.
  • 5+ years relevant experience in the investment industry.
  • 2+ years of experience of relevant experience as a sell-side or buy side research associate or equivalent in the investment management or investment consulting experience.

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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