Senior Analyst Sales Experience (18-month contract)

Grade: P6
Referral Level: N/A
Division: MI-DR

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $271 billion in assets. 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 IGMs 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 Canadas Top 100 Employers for the fourth consecutive years and one of Canadas 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.

The Mackenzie Sales Enablement team is accepting applications for the position of Senior Analyst Sales Experience & CE based in Toronto Ontario. The position reports to the Manager Sales Practices and Compliance.

Position Overview

We are looking for a detail-oriented and collaborative professional to join our Sales Enablement team as a Senior Analyst Sales Experience & CE. This role is pivotal in managing the event approval process for regional and territory events and overseeing the Retail CE Credit application and maintenance processes. The successful candidate will play a key role in ensuring our Retail business remains compliant with regulatory requirements minimizing risk and supporting our sales teams effectively.

This role offers an opportunity to collaborate across departments including Compliance Retail Sales National Accounts Marketing Learning & Development and Sales Experienceand to be a key liaison with CE Corner and other stakeholders.

Key Responsibilities

Event Approval Management

• Oversee the end-to-end approval process for regional and territory events in Salesforce.
• Provide support to Sales teams with pre- and post-event submissions to Compliance ensuring all documentation aligns with NI 81-105 OSC regulatory requirements for conferences and adheres to approved sales practices.
• Maintain clear and timely communication with Sales teams and Compliance.
• Act as a subject matter expert for event-related compliance inquiries and provide timely support to Sales teams.
• Collaborate with Sales Experience to troubleshoot and enhance the automated event approval workflow.

CE Credit Process Management

• Submit new content for CE accreditation via CE Corner to all applicable governing bodies.
• Partner with National Accounts Tax & Estate Marketing and Product teams to ensure relevant content is accredited and maintained on the Mackenzie CE Centre.
• Issue CE certifications to advisors and manage advisor attendance records.
• Maintain relationships with CE Corner representatives and monitor platform usage to ensure license compliance.
• Act as a subject matter expert for CE Credit inquiries and provide timely support to Sales teams Advisors and other business stakeholders.
• Collaborate with CRM teams to ensure Salesforce and CE Corner data feeds are functioning properly.
• Update CE Corner user manuals Seismic and maintain logs of accredited content and events.

Sales Team Support & Training

• Deliver onboarding training for new associates on CE and event approval processes.
• Partner with Learning & Development to enhance support and training materials.
• Create and maintain process documentation to support Sales teams.

Process Improvement

• Support the Manager Sales Practices and Compliance on strategic initiatives.
• Contribute to ongoing process improvements and digitization efforts to enhance efficiency and reduce risk.

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: competitive health and dental coverage; employer sponsored coverage for you and your family.

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

• INSURANCE: employer sponsored short-term and long-term disability.

• 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 thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

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