Plan Manager
Toronto, ONMackenzie Financial Corporation: Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.
5+ YOECandidates need 5+ years of financial services experience, advanced knowledge of registered plans including RESP government incentives, and strong analytical and communication skills. A post-secondary degree or diploma in business or a related field, or equivalent experience, is required.
SAS, Hyland OnBase, Salesforce, RBroker, SSUI/Transact, MS Office
Senior Analyst, Institutional Client Service
Toronto, ONMackenzie Financial Corporation: Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.
3+ YOECandidates need a post-secondary degree in business, finance or a related field and 3 to 5 years supporting institutional clients in asset management or investment consulting. They also need strong organization, communication skills, progress toward the Canadian Securities Course or similar designation, and advanced Microsoft Office skills.
Salesforce, eVestment, Morningstar, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
AVP, Client Engagement & Communications
Toronto, ONMackenzie Financial Corporation: Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.
10+ YOECandidates need a post-secondary degree or diploma or equivalent experience, typically 10+ years in client engagement, CRM strategy, communications or product leadership, and experience managing teams. Financial services experience and business product ownership for Salesforce or similar CRM platforms are valued.
Salesforce Marketing Cloud, Salesforce CRM, Service Cloud, Experience Cloud, Sales Cloud, Data360