Mackenzie Investments

www.mackenzieinvestments.com

3 Jobs

1,366 Employees

About the Company

Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients. Mackenzie's heritage is one marked by innovation and thought leadership driven by expertise in asset management that creates financial success for investors. Today, we are building on that legacy with determined energy, forward thinking and innovative, timely ideas. Our progress is fueled by leading minds recruited from world-class institutions. With top talent, the stability of strong ownership, and an unwavering commitment to investor success, Mackenzie builds confidence in a changing world.

Listed Jobs

Company Name: Mackenzie Investments
Job Title: Analyst, Finance (4-month contract)
Job Description: **Job title:** Analyst, Finance (4‑month contract) **Role Summary:** Provide timely and accurate financial reporting for Mackenzie and IG managed mutual funds, ETFs and pooled funds. Prepare interim and annual financial statements and Management Reports of Fund Performance (MRFP), coordinate publishing of final PDFs, manage version control, and support ad‑hoc reporting projects under a tight regulatory schedule. **Expectations:** - Work independently with minimal supervision. - Deliver all reporting outputs within regulatory and internal deadlines. - Maintain high data accuracy and quality of financial statements and MRFPs. - Communicate effectively with internal teams and external vendors. **Key Responsibilities:** - Draft and finalize interim and annual financial statements for mutual and pooled funds. - Compile Management Reports of Fund Performance (MRFP) and ensure compliance with regulatory standards. - Coordinate with desktop publishing vendor to produce final PDF documents; verify all data, tables, and charts are error‑free. - Manage version control for soft and hard copies of financial statements and MRFP drafts. - Ensure adherence to all internal and regulatory timelines. - Support ad‑hoc reporting projects and other finance‑related tasks as needed. **Required Skills:** - Auditing or accounting experience in the investment fund industry. - Familiarity with financial instruments, derivatives, mutual fund trusts, and mutual fund corporations. - Ability to work independently with minimal supervision. - Strong analytical capabilities with meticulous attention to detail. - Advanced proficiency in Microsoft Excel (formulas, pivot tables, macros). - Excellent verbal and written communication skills. **Required Education & Certifications:** - Bachelor’s degree in Finance, Accounting, or related discipline. - Current enrollment in a CPA program preferred (partial or full completion). - Relevant certifications (e.g., CPA, CFA) are an asset.

Toronto, Canada

Hybrid

01-01-2026

Company Name: Mackenzie Investments
Job Title: Senior Event Specialist (12-month contract)
Job Description: Job Title: Senior Event Specialist (12‑month contract) Role Summary: Lead end‑to‑end management of planned and live events for a financial services organization, coordinating logistics, technology, communications, and reporting. Operate within a hybrid, cross‑functional team adopting agile project practices. Expactations: Deliver high‑quality, compliant event experiences that align with corporate strategy, maintain on‑budget performance, and generate actionable insights from post‑event data. Ensure seamless integration of virtual and hybrid formats, maintain vendor relationships, and uphold brand consistency. Key Responsibilities: - Design and deliver event assets, ensuring creative quality and brand compliance. - Manage conference communications, including inbox, inquiry response, policy distribution, and mailing list upkeep. - Administer translation requests, track timelines, and provide contingency solutions. - Oversee attendee registration tools, address inquiries for field and internal events. - Build and maintain digital platforms (websites, virtual conference systems). - Produce standardized conference reports and analytics. - Execute virtual and mobile event components. - Utilize Monday.com for project tracking and coordination. - Lead small‑to‑medium complexity events from ideation to post‑event reporting. - Control event budgets, reconcile finances, and report variances. - Coordinate food & beverage, room set‑up, and vendor management. - Resolve emergencies, complaints, and special requests promptly. - Analyze attendance metrics, feedback, and recommend best practices. - Adhere to Event & Conference Sales Practices Guidelines and internal policies. Required Skills: - Minimum 3 years in event planning or equivalent experience. - Advanced Microsoft Office (Word, Excel, PowerPoint, Access, Project, Copilot) proficiency. - Strong technical and data‑analytics capabilities. - Proven project management and multitasking skills under tight deadlines. - Critical thinking and strategic alignment with business objectives. - Excellent verbal and written communication; ability to influence stakeholders. - Team‑player mindset, collaborative across internal and external partners. - Ability to travel as needed. - Bilingual language skills considered an asset. Required Education & Certifications: - Specialized post‑secondary degree or equivalent in Event Planning (or related discipline).

Company Name: Mackenzie Investments
Job Title: District Vice President, Retail Sales
Job Description: **Job title**: District Vice President, Retail Sales **Role Summary** Lead sales and account development for Mackenzie Investments in a defined BC territory, driving new and existing client growth, delivering product presentations, and collaborating with cross‑functional teams to maximize sales performance. **Expections** - 5+ years sales experience in financial services or related field. - Strong communicator capable of engaging small and large audiences. - Proven relationship‑building and client‑relationship management skills. - High level of independence in territory management and expense control. **Key Responsibilities** - Develop new accounts and nurture existing client relationships within the territory. - Conduct regular sales calls, support meetings, and product training presentations. - Identify opportunities, tailor solutions to client needs, and close sales. - Provide on‑ground feedback to sales and marketing teams regarding client concerns and product ideas. - Coordinate with Business Development Managers and Sales Associates to optimize sales efforts. - Manage territory budget for travel, marketing, and promotional activities. - Ensure compliance with regulatory standards and company policies. **Required Skills** - Excellent verbal and written communication. - Proven presentation and public speaking ability. - Strategic thinking, problem‑solving, and sound judgment. - Team collaboration across sales, marketing, and client service units. - Knowledge of securities, equity and fixed‑income markets. - Understanding of Mackenzie investment products and distribution channels. **Required Education & Certifications** - Post‑secondary education in business, marketing, or related field. - Completion of IFIC and/or CSC is mandatory. - Industry accreditation (CFA, CIM, CFP, etc.) considered advantageous.