Analyst, Product Experience (Client Portals)

Grade: P6
Referral Level: Level 1
Division: IGM-MRKTING

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 year 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. 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.

About the Role

The Analyst Product Experience (Client Portals) supports the delivery and continuous improvement of Mackenzie Investments secure digital experiences for advisors and investors.

Reporting to the Director Product Owner Client Portals this role contributes to experience discovery experience-led requirements gathering and documentation testing and delivery activities across the Client Portals. The successful candidate will work closely with Product UX Information Systems and Experience team members. You will play a hands-on role in ensuring digital enhancements are delivered with quality accuracy and a strong user experience focus.

This is an excellent opportunity for professionals looking to grow in digital product experience design and data-driven decision-making within a regulated environment.

What Youll Do

Product Discovery Experience Definition & Delivery

• Support journey mapping and experience discovery by populating artifacts that define end-to-end advisor and investor portal experiences
• Assist with gathering and documenting business user and experience requirements
• Support advisor research and engagement activities including note-taking synthesis and documentation of insights
• Translate inputs into well-defined user stories and experience requirements under the guidance of senior team members
• Participate in wireframe and prototype walkthroughs; capture feedback and support follow-up actions
• Support delivery readiness by ensuring requirements are documented traceable and aligned to delivery timelines
• Assist with testing activities including test case review UAT coordination defect tracking and outcome reporting
• Coordinate translation requests and support screen reviews during UAT and go-live

Data Analysis & Measurement

• Perform data analysis by querying and synthesizing information from multiple data sources to identify trends anomalies and experience improvement opportunities
• Support the creation of dashboards reports and summaries that communicate insights to Product and Experience teams
• Partner with senior team members to translate quantitative and qualitative insights into inputs that inform prioritization and experience enhancements
• Support data validation and quality checks to ensure accuracy and reliability of reported metrics

Change Management & Launch Support

• Support change management activities related to digital product enhancements
• Assist with readiness and go-live activities by providing product documentation to inform communications and training materials

What You Bring

Experience

• 23 years of experience in digital product product experience business analysis data analysis or a related role
• Experience supporting experience discovery activities such as requirements documentation user research or journey mapping
• Hands-on experience supporting delivery execution including test case review UAT defect tracking and go-live support
• Experience analyzing and synthesizing data from multiple sources to support reporting and insights
• Experience in a regulated environment (e.g. financial services) considered an asset

Education & Certifications

• Bachelors degree in Business Information Systems Data Analytics Computer Science Design or a related field (or equivalent experience)
• Entry-level certifications in Product Management Business Analysis UX Data Analytics or Agile are considered assets

Skills & Capabilities

• Working knowledge of digital product and user experience principles
• Strong analytical organizational and documentation skills
• Comfort working with data test cases and structured delivery processes
• Strong attention to detail and ability to manage multiple tasks and timelines
• Collaborative mindset and eagerness to learn in a fast-paced cross-functional environment

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 & 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 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).

The expected annual base salary range for this role is ($62000- $80000) which is determined based on skills knowledge and experience and geographic addition to base salary this role is eligible for annual short-term incentive health and well-being benefits retirement and savings plan paid time off and career development.

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

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

Please apply by February 4 2026.

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