IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.
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. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments 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.
Our VP, Senior Investment Director – Fixed Income roles are seasoned investment professionals who partner with our portfolio managers and serve as a key point of connection between them and our retail, strategic partner, and institutional distribution teams. They represent their investment teams internally and externally, acting as specialized sources of product and market knowledge, and are accountable for the overall business strategy, including the intersection of the product shelf strategy with investment capabilities and operational requirements. They have a solid understanding of our clients’ needs and Mackenzie’s value proposition to those clients.
The VP, Senior Investment Director – Fixed Income role, based in Toronto, will have responsibility for working with the Fixed Income investment team and the sales teams to promote our Fixed Income products and strategies. The individual will represent Mackenzie’s fixed income capabilities and engage with clients, prospects, consultants, and intermediaries on Mackenzie’s full fixed income product range and will partner with Marketing to promote the products. The individual will be responsible for communicating investment performance drivers, developing marketing materials, and thought leadership, and responding to client inquiries, as well as initiating and collaborating on new product development. The individual will have managerial responsibility for the Investment Directors and Senior Product Managers on the team.
Key Priorities in this Role:
Product Strategy and Management
Develop long-term strategic business plans for Fixed Income product shelf
Comprehensive knowledge and communication of investment philosophy, process, and performance of our fixed income team
Oversee investment performance reporting, investment commentary and attribution analysis
Surface insights from competitive analysis to inform product strategy
Coordinate with portfolio managers, sales, and marketing to ensure consistent product positioning and messaging
Contribute new product development ideas and collaborate on new product launches
AUM and Revenue Growth
Represent our capabilities and engage with clients, prospects, consultants, and intermediaries on Mackenzie’s full range of fixed income products and strategies
Develop sales narrative for new and existing fixed income product offerings, including points of differentiation
Coordinate delivery of education and training for client-facing personnel
Develop and maintain marketing materials for all strategies and products
Assist in the completion of RFPs, DDQs and ad-hoc investor requests
Provide portfolio updates to internal and external partners
Attend due diligence events and sales calls
Proactively seek out new avenues of business development
Understand each channel and develop appropriate product strategy
Business Partner
Bring client perspective and serve as a crucial feedback mechanism to the investment and product development teams
Utilize strong capital markets knowledge and understanding of fixed income asset classes and attribution analysis to interpret and communicate investment performance
Develop deep partner relationships across IGM functional units, including sales, marketing, legal, portfolio analytics and fund services
Qualifications
The ideal candidate will have at least 8-10 years of relevant experience in Asset Management
Strong investment knowledge of fixed income capital markets and strategies
Strong analytical and data visualization skills
Proven client relations skills, including possessing the skill to manage multiple constituent relationships within the organization
Ability to command respect from the external investment community, including clients
Excellent interpersonal skills and communication skills
Poise, judgment, and gravitas to represent Mackenzie with clients and prospects
Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
Experience leading people
Strong attention to detail with the ability to manage multiple tasks simultaneously
Willingness to travel
CFA preferred
Values and Personal Attributes
Analytical, strategic thinker
Ability to build relationships internally with all levels
Comfort with ambiguity
Flexible – comfort managing multiple complex tasks at once; prioritizing
Creative, entrepreneurial spirit
Ability to implement – not just analyze
Intellectual rigor
Team-oriented mindset
Warm, friendly, collegial, and approachable
Ability to relate well to all kinds of people
Energetic leader
Client-focused
High integrity
Detail-oriented
Accountable
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
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.