AI Automation & Platform Analyst (Senior Analyst)

Job Description

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.

Overall Job Purpose

We are hiring an AI Automation & Platform Engineer/Analyst to design and build the next generation of agent-driven workflows, automation systems, and internal tools.

This role sits at the centre of STT’s mission to support current operations, evolve sales workflows and platforms, and prepare the organization for future capabilities such as AI and automation.

Reporting to the Director, Sales Technologies, this is a hybrid analyst role and is ideal for someone who wants to combine agentic creation, data, development, and operational impact in a fast-moving sales environment. You’ll be part of a team of analysts and data specialists focused on driving the adoption of sales technologies and tools through day-to-day support, while collaborating closely with Sales Enablement, Analytics (SE&A), sales teams, and leadership.

This role will focus on eliminating process friction and reducing manual effort by building intelligent, scalable solutions. In this role, you will combine deep technical expertise in AI and automation with hands-on exposure to sales operations, including intake management, adoption support, and continuous improvement across sales technology platforms.

Technical

• Applied AI: Ability to implement natural language interfaces, agent behaviours, and tool-selection logic using platforms such as Copilot Studio.
• Technical Development: Hands-on ability to build or extend tools, scripts, or automation components that support agent functionality.
• Workflow Automation and Process Engineering: Experience translating real business processes into automated workflows with validation, approvals, and clear execution logic.
• Data Synthesis: Skill in combining data from multiple sources into coherent insights while understanding structure, relationships, and inconsistencies.

Analytical

• Security, Governance, and Risk Awareness: Understanding of RBAC, data minimization, and safe execution patterns to ensure the agent operates within strict enterprise controls.
• System Design and Reliability Thinking: Ability to design resilient solutions with fallback logic, error handling, and graceful degradation when dependencies fail.
• Analytical Problem-Solving: Strong ability to diagnose workflow inefficiencies, identify automation opportunities, and measure impact using data.
• Sales Adoption Metrics: Deliver a monthly scorecard that provides insights to share and discuss with sales leadership to develop action plans.

Operational

• Collaborate with Learning & Development and Sales Leadership to support and communicate learning opportunities, manage changes, and implement adoption activities.
• Create and maintain resources that support process adherence and ongoing adoption of sales reporting, technologies, and tools, including how-to videos, job aids, information sessions, and communications. Execute changes to the Salesforce.com platform and other technologies as required.

Key Accountabilities

Technical –

• Build AI Agents: Build multi-step orchestration agents across platforms such as Salesforce, Seismic, Jira, and Tableau, with an opportunity to contribute to AI governance policies and ethical-use frameworks.
• Drive Automation: Contribute to sales productivity initiatives through workflow improvements and the development of adoption dashboards that measure usage, engagement, and friction across sales tools. Provide data-driven insights to support adoption strategies.
• Develop Internal Tools: Build and maintain reusable components using HTML, JavaScript, and CSS that enable sales teams to create personalized advisor experiences.

Operational –

• Streamline Issue Management: Capture, categorize, and analyze incoming requests and issues, identify repeatable patterns, and highlight high-impact automation opportunities.
• Support Sales Operations: Conduct root-cause analysis to diagnose issues across systems and document the results and recommendations.
• Adoption: Encourage the adoption of sales technologies and tools through day-to-day support of sales platforms, including Salesforce, Engage, Seismic, Morningstar, Stova, and RingCentral, to maximize the impact of Mackenzie’s investment in digital sales tools.
• Knowledge Sharing: Stay up to date on key industry trends, technologies, and updates from around the company. Regularly present updates and share knowledge with colleagues.

Qualifications

• University degree: Undergraduate degree with a technology focus, such as software or data. Preferred: Software engineering focus or a master’s degree in software, data, or a technical field.
• Copilot Studio: Minimum 1 year; preferred 3 years.
• Power Automate (required): Minimum 1 year; preferred 3 years.
• SharePoint development: Minimum 1 year; preferred 3 years.
• .NET: Minimum 1 year; preferred 3 years.
• Jira and Agile (Sprint/Kanban): Minimum 3 years; preferred more than 3 years.
• HTML, JavaScript, and CSS (required), plus Python: Minimum 3 years; preferred more than 3 years.
• Tableau Prep and Creator, Power BI (preferred), and Looker: Minimum 1 year; preferred 3 years.
• Salesforce and Seismic (preferred): Minimum 1 year; preferred 3 years.
• Stova and RingCentral (nice to have): Minimum 1 year; preferred 3 years.
• Six Sigma (nice to have): Minimum 1 year; preferred 3 years.

The expected annual base salary range for this role is $66,000 - $79,500 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-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 November 13 2026.

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