Level 1

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.
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. 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 workplace, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! 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. 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 VP, Portfolio Construction, the successful applicant will support senior members of the team who lead our efforts with regards to investment strategy and portfolio construction.

Provide assistance and support to senior team members who specialize in the areas of investment strategy and portfolio construction.
Contribute to the development of clear, consistent narratives that align Investments Specialists and Strategists, with Sales. weekly chart packages)



that articulate market developments, performance, and positioning.
Take ownership of assigned deliverables, including authorship of recurring materials and development of presentation decks, charts, and analysis. Deliver high-quality materials that are accurate, well-structured, and usable across Sales and internal stakeholders, with a focus on timely turnaround for requests including internal and external events, and ad hoc sales support.
Participate in ad hoc projects and special assignments as needed.
Gather economic and financial market data using services such as Bloomberg, FactSet and Morningstar.
Assist in preparing client-facing and published materials (presentations, financial market commentary, etc.)
Ability to create PowerPoint presentations with clear messaging, supported by sound analysis.
Seen as a source of information and influence in industry and competitive research information, having an in-depth understanding of the industry and the global/domestic competitive landscape for retail, strategic alliance, and institutional business lines.

- 2+ years of increasing experience in research and 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.
- Expertise with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.




- Familiarity with Tableau a plus.
- Enrollment in the CFA program is an asset.

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.
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.
- 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).

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.
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;

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