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. Strong client service, organization, communication and Microsoft Office skills are required, plus progress toward the Canadian Securities Course or an equivalent investment designation.
Salesforce, eVestment, Morningstar, Microsoft Word, Microsoft Excel, Microsoft PowerPoint