Job Description

Location: Toronto

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.

The Role

The Senior Specialist, Real Estate Transactions will provide in-house support and manage team coordination, deal documentation, data analysis, various administrative duties, and select transactions across portfolio and space initiatives, in support of the real estate team.





Reporting to the Sr. Manager, Real Estate Transactions, you will be an integral part of the transaction management team, in partnership with a multidisciplinary, collaborative team – analytics, project management and design partners.

Key responsibilities:

- Prepare Governance decks and record and monitor key action items and direction received at monthly Governance meetings
- Perform financial analysis of prospective lease transactions and calculate termination penalties.
- Draft RFP documents, letters of intent or binding offers to lease and term sheets.
- Prepare weekly LOB leasing agendas and meeting minutes and archive transcripts.
- Draft summary deal memorandums for internal transaction review and approval. Circulate documents for executive signature and upload documentation to SharePoint.
- Populate IG’s contract approval document, value-add, and lease summary sheet
- Respond to information requests from brokers and internal key stakeholders with respect to leasing initiatives.
- Perform monthly portfolio system updates.
- Coordination and participation in the site tour process including scheduling with required key stakeholders, communication with third-party brokers, distribution of tour packages, recording and saving of tour videos,



securing tour photos and circulating of next-step emails.
- Coordinate and book travel.
- Secure and update tenant and landlord contact forms.
- Process invoices and expense reports. Update key internal trackers.
- Review, prepare and verify lease summaries.
- Prepare and circulate time sensitive correspondence (e.g. termination, overhold and option exercise letters).
- Develop strong working relationships with 3rd party brokers and key landlords.
- Complete Governance tracking: monitor, record, and summarize KPI outcomes and trends.

- Ensure adherence to SOPs and best practices; champion a culture of accuracy, accountability, and continuous improvement.

- Track and coordinate key activities and deliverables in support of the lease transaction process.

The following qualifications will assist the successful candidate:

- Minimum 3-5 years’ experience in providing comprehensive and integrated occupier services and transaction management services.
- Exceptional organizational skills, with the ability to manage competing priorities and tight deadlines.
- Robust attention to detail, with a focus on accuracy in transaction documentation, financial analysis and data management.
- Self-directed and proactive, with the ability to work independently, exercise sound judgment and anticipate team needs.
- Highly proficient in Microsoft Excel, PowerPoint and Word.
- Excellent communication skills and ability to produce executive-level reporting and work effectively with internal stakeholders, external brokers and landl

📌 Senior Specialist, Real Estate Transactions (Toronto)
🏢 Mackenzie Investments
📍 Toronto