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.
Reporting to the Vice President, Sales Enablement and Planning, the Director, Event Planning and Sales Practices is accountable for developing the strategy, design and execution of virtual, in-person and hybrid client and employee events to support the achievement of Retail Distribution’s strategic priorities and goals.
The role includes leadership of the Events team (5), annual event planning, budget development and management, event team development, identifying opportunities for improvement and efficiencies via post analysis and a sound understanding of industry trends. The person in this role will also be able to build and implement sophisticated and complex hybrid event strategies.
This role is also accountable for the leadership of the team Sales Practices and Expenses team (3) which manages CE accreditation and maintenance process, team development as well as annual testing / certification, all sales practices communications and expense review / issue resolution process.
Core responsibilities include:
Annual Event Planning
Drawing upon past events and ROI analysis, and in conjunction with the Retail Distribution leadership team, collaboratively build annual event strategies and plans to support achievement of business objectives and priorities
Remain abreast of industry trends and explore new opportunities both for live, hybrid and virtual event planning / delivery
Partner with IG and IGM HR to ensure alignment, maximum use of resources, and also plan IGM wide employee events
Collaborate with other internal business and communication teams to provide National event support
Oversee Event Development and Management
Oversee design & execution for full schedule of national annual virtual, in-person & hybrid internal & external events:
Research, negotiate and implement virtual platforms
Work closely with external agencies to develop best in class industry events
Work with international partners to develop and deliver innovative event experiences in multiple global locations, integrating a wide array of technologies
Develop and oversee annual budgets for all Retail Distribution events, ensuring all are on or under budget
Ensure adherence to event planning process, pre, during and post
Assign and provide guidance to all leads for distribution events (sourcing, preplanning, on site execution, post planning and follow, tracking and reporting) and team members
Ensures effective communication relating to all events
Manage the Event green screen studio
Sales Practices and Compliance Management
Oversee the sales practices and expense function for the Retail business in CE credits, reducing risk and ensuring the alignment of Retail sales practices processes, procedures, tools and communication. This requires partnering closely with Compliance, Legal, Marketing, Key Accounts and our Retail teams (e.g. Training, Sales Leadership, Sales Experience & Analytics)
Remain abreast of industry changes and understand / interpret impacts on the Retail sales practices and expense function
Problem solve high risk business sales practices and compliance issues to ensure that procedures and all relevant materials are updates and understood by the Retail team
Team Leadership
Keep abreast of changing environment and shares and applies learnings where appropriate. Share industry learnings and best practices with the IGM family of event and sales practices / expense professionals
Allocate events to ensure adequate and effective coverage and balanced workloads
Lead the Events team comprised of 2 Senior Event Managers, 3 Event Managers, 1 Event Coordinator, and the Sales Practices & Compliance team comprised of 1 Manager, 1 Analyst, CE Credits and Compliance, and 1 Senior Analyst, Sales Expenses:
Manage direct reports’ performance review cycle e.g. annual goal setting for formal interim and year end reviews
Create a cohesive and motivated atmosphere and group culture
Reward and recognize desired behaviors and results
Provide coaching, mentoring and guidance to staff and encourage career development
Ensure the team is equipped to build sophisticated events that span continents and deliver in multiple locations, integrating a wide array of technologies
Maintain a critical eye on team structure and recommend changes as required
The following qualifications are required of the successful candidate:
Qualification
Minimum Requirement
Education
Experience
Minimum 10 years’ experience within the Event industry implementing a wide array of event types and with a wide array of audiences. Strongly desire experience with digital event platforms.
Minimum of 10 years’ experience in people leadership.
Minimum of 5 years’ in technology and innovation in the events world, bringing in expertise from best practices across the industry; proven curiosity and ability source and select best in class tools.
Experience with building and delivering hybrid events from multiple global locations leveraging best in class techniques and technology.
5 years’ experience in Canadian asset management or advisory industries, with a solid understanding of regulatory requirements and business impact.
Qualifications (certifications, designations etc.)
Job specific knowledge and skills
5 years’ experience with building and delivering strategies to senior executives
Demonstrated highly creative experience in events and problem solving
Strong operational acumen: an understanding of how to get things done in our own organization and in others. This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively
Strong attention to detail and process inclination
Preferred Bilingual (French / English)
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.
Please apply by January 30, 2023.
Reference Number: 22-218
Job Type (EN): Full Time
Job Industry (Choose up to 3 industries) (EN): Financial Services and Banking
Career Level (EN): Experienced
External Company Name: Mackenzie Financial Corporation
External Company URL: www.mackenziefinancial.com
Post End Date: 1/30/2023
Company Description WHO ARE WE? We’ve been serving Canadian clients for over 75 years. The companies that began independently and...
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