AVP, Strategy Development, Forecasting and Planning

Grade: P10

Division: Finance

Location: Toronto

Mackenzie Investments

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.

Reporting to the VP Strategy Planning & Analysis the successful applicant will lead Mackenzies financial planning and analysis and support the CEO and the Operating Committee across all aspects of strategy development.

The successful candidate will work closely with senior leadership to align financial outcomes with the companys overall strategy and provide recommendations based on data-driven insights. The role will also spearhead the end-to-end yearly and long-term planning cycle. A key aspect of this position is to translate complex financial data into clear actionable insights for executive leadership.

Key accountabilities will include:

Forecasting and Planning

• Lead the end to end short medium and long-term financial forecasting and planning process working with cross-functional teams to ensure accuracy timeliness and alignment with business objectives
• Monitor and assess financial performance against plans providing actionable insights to improve outcomes
• Optimize forecasting and planning approaches tools and processes to improve effectiveness

Strategy support

• Work collaboratively with senior leaders to shape Mackenzie strategy agenda
• Provide outside-in view on market dynamics industry trends and market risks
• Independently drive Internal and external research
• Drive the end-to-end process for strategy development (incl. project management timeline business case development stakeholder management etc)
• Conduct comprehensive analysis and research to identify and evaluate strategic opportunities and risks and provide strategic insights and recommendations to the operating committee.
• Stay current with industry trends regulatory developments and best practices and emerging competitors relevant to the organization and provide thought leadership on strategic matters to the operating committee and other relevant stakeholders
• Collaborate closely with the Business Operations and Strategy team in planning execution and monitoring of strategic projects including the development of performance tracking progress reports and status updates

Team Leadership

• Lead and mentor a high-performing team of financial analysts and managers ensuring continuous professional development and a collaborative team culture.
• Foster relationships with key internal and external stakeholders
• Promote a culture of accountability innovation and financial stewardship within the Asset Management division

The following qualifications are required of the successful candidate:

Experience

• Post secondary degree in business or other relevant area
• MBA preferred
• Internal or external consulting experience
• 10 years experience in relevant corporate or professional services environment with preference for experience in asset management or other financial services environment

Analytical Skills

• Strong quantitative (incl. financial) and qualitative analytical skills
• Ability to apply analytical methods to facts and hypothesis to provide information in support of decision making
• Experienced in using different analytical tools to complete financial analysis
• Ability to apply sound judgment in constructing analysis and in formulating recommendations
• Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen

Presentation and Communication Skills

• Ability to create PowerPoint presentations with clear messaging supported by sound analysis
• Professional manner in dealing with both internal stakeholder
• Articulate in communicating with all levels of management
• Ability to write and present concisely and persuasively

Project Management Skills

• Demonstrated ability to run end to end strategy development projects
• Ability to coordinate resources from across the company in large-scale projects
• Timeline driven
• Comfortable with handling multiple concurring problems and priorities

Additional qualifications

• Strong relationship management skills across all levels of organization (up to and including Operating Committee members)
• Must be a self-starter who is achievement-oriented motivated and has proven problem-solving skills
• A team player who puts the interests of the organization above all else
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• Proficient with Tableau and/or other visualization tools
• Proficient with industry research platforms required to access comprehensive data and independent analysis on investment funds e.g. Morningstar Direct Evestment Simfund.
• Advanced proficiency with Microsoft Office applications e.g. PowerPoint Excel Word Visio and Outlook

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).

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 April.

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