Job Description Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately$310billionin assetsas of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues!Our Values: Be better;we strive for improvement in everything we do.Be accountable;we foster clarity and are empowered to act responsibly.Be a team;we are united to drive collective impact to achieve our goals.

Team Summary:

As an integral function within IGM’s Enterprise Operations Enablement Division, the Business Managed Technology Solutions (BMTS) team operates in close alignment with their clients’ divisional priorities, delivering agile, business-led technology solutions—including robotic process automation (RPA)—that enhance operational efficiency, client and employee experiences. By collaborating across business units and technology partners, BMTS bridges the gap between strategic objectives and practical execution, enabling scalable innovation and fostering continuous improvement across operations.

Position Summary:

Reporting to the Senior Manager, Business Managed Technology Solutions, the Automation Manager will be responsible to lead and execute upon knowledge-based functions for business transformation initiatives leading to automation solutions. The Automation Manager Will actively engage and collaborate with business partner subject matter experts and stakeholders to achieve IGM’s business mandates while delivering on key objectives related to information gathering, investigation, analysis,



developing and overseeing automated solutions.

Duties Include:

Lead end-to-end project management for automation initiatives, including planning, execution, monitoring and closure

Perform opportunity assessments and document current state manual processes

Document future state design

Code development (Robotic Process Automation), testing and implementation of the automated solution

Analyzes data/information that will support decision making process

Collaborates, communicates and provides updates to stakeholders/project managers/working groups/delivery teams, to deliver on client expectations throughout the project management cycle

Reviews and validates post implementation business outcomes, as required, and identifies sound solutions for exceptions and/or defects

Oversees automation solutions in production and supports client achievement of SLA targets

Foster a culture of continuous improvement and knowledge sharing across teams

Qualifications:

5 years or more experience in the Financial Services Industry; experience and/or exposure to front and back office servicing an asset

Proven experience in project management

Blue Prism, SQL, JAVA or Power Automate coding knowledge

Demonstrated experience in managing client expectations, resolving issues proactively, and ensuring high levels of client satisfaction.

Robust interpersonal, verbal and written communication skills; effective working group facilitation

Excellent problem solving and analytical skills

Ability to focus on detail while understanding and connecting to the big picture

Excellent time management skills

Ability to work both independently and collaboratively with internal and external business partners to meet the project mandate or key objectives

Deep knowledge of the MS Office Suite and alternative communication/analytical tools

Education:

University Degree, ideally Business or Technology related

Coding certification is an asset

The expected annual base salary range for this role is $69,500 - $100,500, which is determined based on skills,



knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits

:

COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weightedbonus, education/career support, option to join Employee Share Purchase Plan with employer matchingcomponent.

EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

RETIREMENT SAVINGS PROGRAMS: voluntaryGroup RRSP enrolment with employer matchingcomponent.

WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off,WorkPerksdiscount program, hybrid & flex work arrangements.

INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM 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.

Mackenzie Investments is an accessible employer committed to providingbarrier-free recruitment experience. If you require 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.

Artificial Intelligence in Recruitment:As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling.These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by August 12 2026.

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📌 Automation Manager ( Full Time Contract - 12 Months) (Toronto)
🏢 Mackenzie Investments
📍 Toronto