Job Description:
Grade: S3
Division: MI Retail Distribution
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 and Mackenzie Investments.
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 Canada’s Top Employers 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.
Position
Mackenzie Investment’s Distribution – Sales Experience and Analytics department is currently recruiting an intern looking for a fall term position, May to August 2025. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply. The Sales Experience & Analytics team’s mandate is to support and improve sales team enablement, focusing on tools and technology, data and analytics. We support and continuously evolve our industry leading Salesforce.com client relationship platform, and other tools that support and improve our business processes, allowing sales teams to be more effective and productive. We deliver reporting and analytics with a focus on driving the best sales activity with the right clients, tracking the effectiveness of our programs and sales activities, and creating strong sales culture.
Reporting to the Manager, CRM and Sales Technology, the successful candidate will collaborate with key internal partners (in Distribution, IS, Business Design & Support, Marketing, Finance, Client Relations, etc.) to contribute to sales technology initiatives to support our sales teams in the field and on the phones.
Responsibilities:
- Utilize user-centered design by linking the importance of user insights to organizational priorities
- Complete tasks and assignments in conjunction with key stakeholders and cross-functional project team members, as dictated by the scope of the project
- Uncover needs and insights using data analysis, delivering recommendations to the Sales Technology team
- Assist the team in data clean-up projects, communicating process improvement ideas throughout various projects
- Actively seek teammates for their input and insights on developing projects
Requirements:
- Currently enrolled in a relevant post-secondary education program
- Passionate about delivering great experiences that users want; willing to put in the work to make it happen
- Ability to conduct a deep dive into data to uncover insights and recommendations
- Great storyteller with experience communicating insights and recommendations
- Proactive and self-motivated with strong problem solving and sound decision-making abilities
- Solid written and verbal communication skills – professional in dealing with internal and external clients/partners
- Interest and/or experience with sales tools & technologies & CRM
- Ability to multi-task and meet deadlines
- Advanced skills in Microsoft Office, especially Excel
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
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 19, 2025.
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