Assistant Vice-President, Portfolio Construction

Grade: P10
Referral Level: Level 2
Division:MI-PR

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 yearsand 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 Role

Reporting to the VP Head of Portfolio Construction the successful applicant will oversee our portfolio construction franchise and help investment advisors build better portfolios for their clients. Responsibilities include overseeing our current state of operations and helping to define and create our future state.

Overseeing our current state will include owning responsibility for our guided portfolios leading and/or collaborating on thought leadership initiatives and managing a team of up to two portfolio construction specialists. With regards to our future state the successful candidate will play a leading role in building and launching a next-generation portfolio construction engine that will be built by an external vendor to support Canadian financial advisors.

Key responsibilities:

• Lead ownership of portfolio construction franchise. The successful candidate will own all elements of the current portfolio construction franchise. This includes guided portfolios fulfillment solutions and incorporation of private assets in portfolio models that are utilized by investment advisors focused on high-net-worth investors in Canada.
• Be a builder. Our future state of portfolio construction requires a builder mindset. The successful candidate will be able to articulate the art of the possible as to how portfolio construction solutions help drive better outcomes for advisors and clients. The candidate will be able to translate portfolio construction views on risk models and factor investing into vendor specifications. Successful candidate is keen to help evaluate and select external technology partners responsible for developing the platform of the future.
• Deep knowledge of Modern Portfolio Theory (MPT) and the Total Portfolio Approach (TPA). The successful candidate will be an expert on MPT which is the basis of our current approach tom portfolio construction and understand the logic behind constructing efficient frontiers through mean-variance optimization. The incumbent will have an informed view on the TPA and its relevance for portfolios construction.
• Portfolio construction thought leadership. The successful candidate will be able to author and present investment narratives and materials that distill complex portfolio concepts into clear persuasive communications for internal and external audiences as necessary
• People management. There is a people management responsibility of fewer than two people where the successful candidate will be able to lead mentor and help develop talent and foster a culture of excellence and intellectual curiosity.

Additional skills and qualifications:

• A university degree in a business or finance-related discipline.
• Combination of CFA CAIA or MBA a plus.
• 10 years relevant experience in the investment industry.
• 5 years of experience of relevant experience as a sell-side or buy side research associate or equivalent in the investment management or investment consulting experience.
• Exceptional written communication skills with a demonstrated ability to share compelling stories.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary performance-weighted bonus education/career support option to join Employee Share Purchase Plan with employer matchingcomponent.

• EMPLOYEE BENEFITS & INSURANCE:competitive health and dental coverage flexible plan for you and your family and short-term & long-term disability plans.

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

• WORK LIFE BALANCE:paid volunteer days competitive time off including 10 wellness days offWorkPerksdiscount 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 providingbarrier-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 tosubmittheir 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.

Please apply byJanaury 20 2026.

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