Investment Specialist (Senior Investment Product Manager)

Location: Toronto

Referral Level: Level 1

Department: Product & Solutions

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 yearand 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 Investment Specialist (Senior Investment Product Manager) is an investment product expert who communicates the complexities and opportunities across Mackenzies Mutual Fund and ETF shelf to various internal and external stakeholders.

The ideal candidate has a strong technical background paired with demonstrated communication skills: spoken written and via presentation materials. The role requires a nuanced understanding of the value of fundamental and quantitative and portfolio management techniques as well as the communication skills to distill that down into meaningful narratives to less technical stakeholders. This position reports to the VP Senior Investment Director Fixed Income and Multi Asset Strategies. The Investment Specialist will also provide input and support to strategic direction develop insights and interact with the portfolio management teams around the positioning of their products.

They will play an active and important role in support of Mackenzies growth in the following areas:

Own investment representation end-to-end. Develop deep understanding of assigned strategies including philosophy portfolio construction positioning performance drivers and risk exposures. Monitor markets and portfolio developments to assess implications for positioning and messaging. Work directly with Portfolio Managers to define refine and align on content ensuring accuracy timing workflow and quality meet investment team expectations. Translate investment thinking into clear structured narratives and positioning frameworks that can be consistently applied across Sales Product and portfolio construction.

Deliver core product content. Produce required materials (e.g. QFRs MFRPs commentaries presentations) accurately and on time ensuring outputs clearly articulate performance positioning and rationale. Maintain consistent structure clarity and quality across all deliverables. Work with Portfolio Managers and internal stakeholders to ensure materials reflect current views and can be used directly by Sales without rework. Manage timelines inputs and review processes to ensure reliable and repeatable delivery.

Enable Sales through strategy-level guidance. Provide clear practical direction on how individual strategies should be positioned and used in client conversations. Engage with Sales teams to understand client needs objections and demand signals and incorporate that feedback into positioning and messaging. Support priority strategies with targeted guidance training inputs and ongoing updates ensuring Sales can confidently and consistently represent each mandate in the market.

Support portfolio construction and Guided Portfolios. Work with Portfolio Strategists and the Director Investment Strategy to determine how Mackenzie boutique mandates are expressed within portfolios and positioned in line with Global Investment Committee views. Develop clear views on how strategies contribute within portfolios including positioning exposures and role in asset allocation. Provide inputs that are analytically sound and usable in portfolio construction decisions ensuring consistency between strategy-level insights and portfolio-level application.

Develop training materials and support capability building. Partner with Sales and Learning & Development (L&D) to define training needs and develop materials that ensure Sales teams are informed on products performance and strategy positioning. Ensure training content reflects current market conditions and investment views. Support delivery and ongoing updates to reinforce key messages and maintain consistency of knowledge across the sales organization

Qualifications

Additional skills and qualifications
The ideal candidate will have 5-7 years of relevant technical experience product research in
asset management or wealth management businesses
Demonstrated persuasive writing and presenting ability including the ability to communicate
effectively to technical and non-technical audiences alike
Strong investment knowledge of capital markets and asset management
Skill to manage multiple constituent relationships within the organization
Excellent interpersonal skills including excellent communication skills and product knowledge
Poise judgment and gravitas to represent Mackenzie with clients and prospects
Must be a self-starter who is achievement-oriented motivated and has proven problem-solving
skills in a client service role coupled with creative solutions
Strong attention to detail with the ability to manage multiple tasks simultaneously
Excellent knowledge of Morningstar FactSet and Bloomberg are assets
CFA designation or equivalent preferred
The role is primarily in English; however French language skills highly valued
Values and Personal Attributes
Analytical strategic thinker
Ability to build relationships internally at all levels
Comfort with ambiguity
Flexible - comfort managing multiple complex tasks at once; prioritizing
Creative entrepreneurial spirit
Ability to implement not just analyze
Team-oriented mindset warm friendly collegial and approachable
Energetic leader
Client-focused
Detail-oriented

The expected annual base salary range for this role is (107500 - 134500) 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.

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 May 4 2026.

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