Head of Practice Management Solutions

4 weeks ago

Montreal, Quebec, Canada Mackenzie Financial Corporation Full time

Grade: P9

Referral Level: Level 2

Division: MI Retail Distribution

Mackenzie Financial Corporation stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $252 billion in total assets. Our organization offers a comprehensive suite of financial planning and investment management services, assisting over two million Canadians in achieving their financial aspirations. Our operations are primarily conducted through IG Wealth Management and Mackenzie Investments.



Within IGM Financial's distinctive business framework, Mackenzie Investments, established in 1967, serves as a holistic asset-management ally for countless Canadian financial advisors and their clients.



At Mackenzie Investments, You Can Cultivate Your Career with Assurance.

We possess a vision and strategy that will redefine industry standards and empower Canadians to succeed in ways that matter most to them. As a member of our organization, you will engage in meaningful work, hone invaluable skills, and contribute positively to the lives of Canadians. We take pride in being recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for equipping our employees with the necessary tools to excel while working remotely, and for prioritizing resources that enhance physical and mental well-being.



Become part of a dynamic team committed to continuous learning, understanding, and knowledge sharing. You will flourish in our supportive environment, where you can explore your curiosity and receive constructive feedback to refine your skills and competencies. We are dedicated to providing a hybrid work environment whenever feasible.



Mackenzie Investments champions diversity in the workplace, striving for inclusivity in our business practices. We encourage applications from all qualified individuals who reflect the rich diversity present across Canada, including racialized persons, women, Indigenous persons, individuals with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, as well as anyone who can contribute to the diversification of ideas.



Position Overview

The Practice Management team is dedicated to enhancing the client experience with Mackenzie through tailored Practice Management solutions. Our primary focus is on delivering customized coaching and engagements that foster improved client service, enhanced business performance, and operational efficiencies within advisor practices.



Reporting to the Assistant Vice President of Practice Management, the Director will be tasked with developing and implementing superior client experiences through innovative Practice Management solutions. The successful candidate will collaborate with Regional Sales Teams and Financial Advisors to achieve their business objectives.



Core Responsibilities:
  • Deliver practice management solutions through public speaking engagements for financial advisors at various events, including presentations, workshops, keynotes, professional development days, dealer events, conferences, webinars, and conference calls.
  • Collaborate with the National Accounts Team and the Strategic Alliance Team to support Dealer Head Office practice management initiatives.
  • Assist sales teams in building partnerships with advisors in their respective territories to enhance Mackenzie distribution.
  • Engage in coaching and workshop sessions with advisors across Canada.
  • Work alongside the Practice Management Team to provide thought leadership in developing practice management tools, materials, and resources for advisors.
  • Research emerging trends in Practice Management and deliver timely content in the form of presentations, articles, worksheets, and learning courses.

Qualifications:
  • Bilingualism (French/English) is a mandatory requirement for this role.
  • BA in a relevant field; a Master's degree is preferred.
  • Completion of Canadian Securities and/or IFIC is preferred.
  • Professional Coaching training and certification are preferred.
  • Experience in public speaking is preferred.
  • Demonstrated customer service, interpersonal, and organizational skills.
  • Strong knowledge of the financial services/mutual fund industry, including familiarity with industry-related issues and the needs of various distribution channels.
  • Proven coaching, leadership, and facilitation skills, with an understanding of coaching principles and techniques.
  • Knowledge of critical aspects of practice management for financial advisors, including strategic business planning, team management, and client relationship management.
  • Willingness and ability to travel as required.

We appreciate the interest of all applicants in Mackenzie Investments; however, only those selected for an interview will be contacted.



Mackenzie Investments is an accessible employer committed to providing a barrier-free recruitment experience. If you require accommodations 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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    Job OverviewGrade: P9Referral Level: Level 2Division: MI Retail DistributionMackenzie Investments stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $252 billion in total assets. The organization offers a comprehensive suite of financial planning and investment management services, empowering over two...

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    Job OverviewGrade: P9Referral Level: Level 2Division: MI Retail DistributionMackenzie Investments stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $252 billion in total assets. Our organization delivers a comprehensive suite of financial planning and investment management services, assisting over two...

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