Fall Intern Sales Experience Analytics

Location: Toronto

IGM Financial Inc. is one of Canadas 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 Financials unique business model based on leading brands and multichannel distribution strategy is Mackenzie Investments founded in 1967. Mackenzie Investments is a holistic assetmanagement 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 Canadas Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive 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 Investments Distribution Sales Experience and Analytics department is currently recruiting an intern looking for a Fall term position September to December 2025. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply. The Sales Experience & Analytics teams 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 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 usercentered design by linking the importance of user insights to organizational priorities

• Work directly with key stakeholders and crossfunctional project team members as dictated by the scope of the project

• Uncover needs and insights using research techniques such as journey mapping interviews observation and shadowing

• Participate in workshops to understand define develop concepts and test hypotheses using service design tools and facilitation techniques

• Understand and interpret new trends and advances in the field of service design across industries to identify future critical capabilities

• Design and develop UX/UI engagement from start to finish for our digital properties

• Provide UX/UI support for assigned products as well as supporting projects as demand and scheduling requires

• Actively seek teammates for their input and insights on developing projects

Requirements:

• Currently enrolled in a relevant postsecondary education program

• Passionate about delivering great experiences that users want; willing to put in the work to make it happen

• Great storyteller with experience communicating insights and recommendations

• Proactive and selfmotivated with strong problem solving and sound decisionmaking abilities

• Passion for producing highquality and engaging interactions

• Strong skills in modern design and prototyping and visualization tools (such as InVision Axure Sketch Zeplin Flinto Adobe CC)

• Experience iterating designs to conduct user testing and to deliver to development teams

• 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 multitask and meet deadlines

• Advanced skills in Microsoft Office

• Salesforce administrator training or experience working with Salesforce is an asset

To apply please include a cover letter resume and transcripts (full unofficial version) by May 4 2025 at 11:59 pm EST.

Please visit our career page by clicking on the following link: 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.

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