Summer Intern 2026 Sales Experience & Analytics

Grade:S3
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.

Position:

Mackenzie Investments Distribution Sales Experience and Analytics department is currently recruiting an intern looking for a summer term position May to August must be enrolled in an undergraduate program and plan to return to school after completing 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 support and continuously evolve our industry leading 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 user-centered design by linking the importance of user insights to organizational priorities
• Work directly with key stakeholders and cross-functional 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 post-secondary 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 self-motivated with strong problem solving and sound decision-making abilities
• Passion for producing high-quality 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 multi-task and meet deadlines
• Advanced skills in Microsoft Office
• com administrator training or experience working with is an asset

To apply please include a resume and transcripts (full unofficial version) by January 25 2026 at 11:59 pm EST.

The expected annual base salary range (prorated for the term) for this role is $49000 - $51000 which is determined based on year of study IGM program geographic location and candidates skills knowledge and addition to base salary this role is eligible for paid time off.

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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