Senior Analyst Client Insights

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

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.

About the role

The Senior Analyst Client Insights provides analytical support reporting expertise and meaningful insights that help leadership make informed decisions. The role requires strong analytical thinking the ability to simplify complex data and the confidence to engage directly with stakeholders at all levels. The analyst owns recurring reporting develops dashboards and leads or contributes to analytical projects that improve the client and advisor experience.

Key responsibilities

Insight generation and analytics

• Translate raw data into meaningful insights visualizations and recommendations for business partners.
• Develop enhance and maintain dashboards and recurring reports used by senior leaders.
• Conduct adhoc analyses to address emerging questions related to client and advisor experience.
• Prototype and test new analytical approaches; refine outputs based on feedback.

Reporting ownership

• Manage endtoend delivery of recurring reporting cycles including data collection validation and quality assurance.
• Coordinate inputs from multiple stakeholders to ensure reports are accurate and delivered on time.
• Troubleshoot data or automation issues and collaborate with Technology teams when required.

Stakeholder engagement

• Work with crossfunctional partners to gather requirements understand business needs and align on analytical deliverables.
• Present insights clearly and confidently to leaders including Directors and VPs.
• Build trusted relationships as a reliable resource for datadriven decisionmaking.

Continuous improvement

• Identify opportunities to enhance existing dashboards and reporting processes.
• Recommend and implement improvements that increase efficiency clarity or business value.

Team collaboration and mentorship

• Coach junior analysts interns and rotational staff by reviewing work guiding requirement collection and supporting review sessions.
• Contribute to team planning and recruitment activities as needed.

Qualifications

Technical

• Strong analytical skills with experience transforming complex data into actionable insights.
• Proficiency with business intelligence tools (e.g. Power BI & Looker).
• Proficiency with SQL
• Ability to validate data diagnose reporting issues and recommend solutions.
• Data storytelling is required and considered a core competency.
• Power Apps Power Automate Python and R script knowledge are considered an asset.

Business and communication

• Clear concise communicator able to tailor messages to senior audiences.
• Strong ability to structure insights and provide wellsupported recommendations.

Planning and organization

• Demonstrated ability to prioritize effectively in a fastpaced environment.
• High attention to detail and strong execution discipline.

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 ($72500 - $91000) 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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