Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as 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.

Reporting to the VP, Product Solutions & User Experience, the successful applicant will be a strong people leader and key contributor with core responsibilities and subject matter expertise across all product structures. Key responsibilities include managing Mackenzie’s product shelf by facilitating the screening of potential fund merger & termination candidates and the execution of these fund activities. Included within shelf oversight is the management of Mackenzie’s pricing strategy and principles across the retail and institutional product shelves, and oversight of Fund distributions. The role will also be responsible for developing the strategy and providing oversight and support of all investment solutions and account types offered by Mackenzie which are not centered around a specific investment mandate. The Shelf Management, Solutions & Accounts group is part of Mackenzie’s broader Product Solutions & User Experience Team, and the Product Division.

Area of Responsibility/Key Accountabilities

Shelf Management

- Responsible for the effective management of Mackenzie’s mutual fund product shelf.• Ownership of Mackenzie’s long-term shelf management strategy, fund mergers and terminations.• Leads the annual screening of funds for merger & termination opportunities, completes assessments of fund investment objectives and potential continuing funds and builds out the recommendations for Mackenzie’s senior management and Independent Review Committee (IRC).• Leads the execution of fund mergers and terminations working with Fund Accounting and Sales to minimize advisor disruption.• Collaborates with Product Leadership to ensure recommendations align across product structures.

Pricing

- Leads the pricing team responsible for Mackenzie’s fund pricing and dealer compensation strategy and the effective implementation of any changes, ensuring that they are coordinated within the organizational strategy.• Continuously monitors and evaluates Mackenzie's pricing in the context of the existing strategy and competitive trends.• Anticipates and addresses regulatory and competitive forces shaping industry pricing.• Oversees annual pricing reviews,



surfaces opportunities to improve Mackenzie’s competitiveness and build out recommendations for presentation to Mackenzie’s Operating Committee.• Monitors competitor offerings and actions (reporting, analysis, escalation, proposed response).• Monitors the distribution landscape, dealer compensation, dealer needs, advisor needs, and platform pricing.• Develops all pricing initiatives and proposals.• Completes the analysis and proposals relating to new products.• Synchronization with other functional areas and implementation.• Business lead and quarterback on implementing pricing changes. Responsible for coordinating operations, distribution & training, disclosures (prospectus, marketing, etc).• Maintains and provides oversight of the coordinated pricing framework.• Spearheads and provides oversight of pricing on private label arrangements and special product categories (LB series, PFSL, private wealth series).• Prospectus management, and engagement with partners.• Oversees reporting, monitoring and policy on private wealth series (eligibility, exceptions).• Ensures appropriate MERs for all Funds and Series.• Ensures the mutual fund shelf is priced in a clear, consistent, and competitive manner.

Solutions & Accounts

- Responsible for the strategy, end-to-end delivery, and oversight of all investment solutions and account types on Mackenzie's platform (including Systematic programs, Mackenzie Automatic Rebalancing Service, Flexible Payout Service, One-Step DCA, U.S. dollar purchase options, registered plans (including TFSA, RDSP, RESP, FHSA etc.), and specialty account types; Mackenzie’s Charitable Giving Program).• Oversight of distributions to ensure institutional excellence.• Investigates opportunities to onboard new investment relationships to Mackenzie and adapt systems, processes, fund structures accordingly.• Leadership of the team that serves as the primary relationship manager / “advocate” of all product structures and represent the Product Team on cross-functional working groups implementing changes to Mackenzie’s product shelf.• Provides product support for investment calculators such as T-Series calculator, Private Wealth Proposal Tool, etc.• Independently monitors competitive market and regulatory developments which impact Mackenzie’s investment solutions and products structures, liaise, and collaborate with other internal and external sources of influence / knowledge.• Collaborates with Product, Marketing, Sales, and Operations to develop and drive the creation and review of all product promotional material for Investment Solutions, account types, pricing etc.

Team Leadership & Employee Development

- Responsible for team member annual development plans and SMART objective setting.• Reviews employee engagement survey results and actively works on improving team results.• Creates and executes plans that will aid in advancing DE&I; within the team.• Provides regular employee performance feedback and annual performance reviews.

Requirements:

Education

- University degree

Experience

- 12-15 years

Qualifications (certifications, designations etc.)

- Analytical with the ability to think and act strategically in a dynamic environment.



Anticipate future trends in the client service and financial service industries.• 12+ years of increasing experience of financial analysis in a financial services environment (preferably in the investment / asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations to senior management.• Solid leadership, team building, and career development skills.• A university degree in a business or finance-related discipline.• Proficient with industry research platforms required to access comprehensive data and independent analysis on investment funds.• Advanced proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.

Job specific knowledge and skills

- Technical understanding of fund merger taxation, regulatory landscape.• Deep understanding of Charitable Giving programs, RDSP’s and other account types.• Foundational expertise of industry pricing, regulatory changes impacting industry pricing, financial analysis of pricing impacts.• Strong ability to understand investor ad advisor needs.• Collaborative.• Strong presentation and ability to influence senior executives.

Perks:

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

- 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: voluntary Group RRSP enrolment with employer matching component.

- WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount 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 providing barrier-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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

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 October 5 2026.

📌 Assistant Vice President Shelf Management Solutions & Accounts (Toronto)
🏢 Mackenzie Financial
📍 Toronto