Senior Specialist, Business Intelligence & Analytics

Grade:P7
Referral Level: Level 1
Division:IGM-Finance

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. 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: The Senior Specialist Business Intelligence & Analytics is the strategic business intelligence lead within the IG Wealth Management Reporting Hub accountable for shaping the enterprise reporting and analytics landscape. This role drives the design governance and continuous improvement of reporting frameworks while championing data quality integrity and compliance across all analytical solutions.

As a Senior Specialist Business Intelligence & Analytics you will leverage advanced analytical methodologies modern data platforms and scalable automation to optimize reporting efficiency and enhance insight delivery. This role collaborates closely with senior business partners to translate strategic objectives into robust datadriven capabilitiesensuring that reporting solutions not only inform decisionmaking but also accelerate operational effectiveness.

Operating as a trusted advisor the Senior Specialist Business Intelligence & Analytics provides thought leadership on analytics best practices fosters adoption of selfservice BI and delivers highvalue dashboards KPI frameworks and analytical models that enable the organization to anticipate trends measure performance and act with confidence.

Key Responsibilities:

Report Development

• Design develop and enhance advanced BI reports and dashboards aligned with evolving business requirements.
• Partner with stakeholders to deeply understand analytical needs and translate them into scalable wellstructured technical solutions.
• Ensure accuracy consistency and reliability of all outputs through strong validation and dataquality practices.
• Improve report usability by applying modern visualization standards UX best practices and intuitive design principles.
• Create documentation user guides and communication artifacts that clearly explain data logic report purpose and proper usage.

Insight Generation / Analytics

• Serve as the primary analytics advisor for complex reporting challenges performance analysis and business decisionsupport needs.
• Provide guidance coaching and training to stakeholders on BI tools data literacy and selfservice analytics best practices.
• Translate complex data into clear actionable insights and recommendations for senior leadership through compelling visuals and narrative reporting.
• Utilize automation and scheduling tools to streamline recurring reporting workflows and reduce manual effort.
• Continuously optimize analytical processes by identifying automation opportunities and implementing efficiency improvements.

Troubleshooting and Support

• Lead proactive monitoring of report and dashboard performance identifying bottlenecks and optimizing query execution and processing times.
• Serve as the escalation point for investigating complex issues related to data accuracy integrity and BI tool functionality.
• Provide expertlevel support to stakeholders ensuring timely and effective resolution of issues while maintaining a high standard of service.
• Support database updates maintenance and datarefresh processes to ensure the reliability and continuity of reporting operations.

Qualifications:

• Bachelors degree in Data Analytics Information Systems Computer Science Engineer or related field
• 5 years in financial reporting business intelligence or analytics with demonstrated experience in reporting governance and strategy.
• Advanced proficiency in Power BI Tableau Google Looker or similar tools. Strong SQL skills for querying transforming and integrating data from multiple sources.
• Familiarity with LookML / JSON preferred particularly for semantic modeling and configuration within Looker environments.
• Experience in the financial services or wealth management industry is strongly preferred.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary performance-weightedbonus 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:voluntaryGroup RRSP enrolment with employer matchingcomponent.

• 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).

The expected annual base salary range for this role is ($) 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 thatrepresentthe 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 by February 24 2026.

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