Senior Analyst, Institutional Client Service

Referral Level: Level 1

Location: Toronto

Reports to: VP Institutional Sales & Service

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 Role:

The Mackenzie Institutional Sales & Service team is accepting applications for the position Senior Analyst Institutional Client Service to join our Toronto-based team. This role reports to the Director Institutional Relationship Management.

This is a multi-faceted position supporting institutional client relationships across onboarding ongoing servicing and sales enablement. The successful candidate will act as a key liaison between clients internal stakeholders and external partners delivering a high standard of service and operational excellence.

The role requires a strong understanding of institutional client needs familiarity with investment products and services and the ability to support complex client relationships in a fast-paced environment.

Key Responsibilities:

• Serve as a primary internal point of contact for an assigned group of institutional client portfolios responding to inquiries and service requests (e.g. contributions withdrawals reporting requests audits contract amendments)
• Lead and manage client onboarding and account lifecycle activities including IMAs guidelines and KYC/AML requirements
• Coordinate with internal and external stakeholders to ensure smooth onboarding transitions and account closures
• Prepare review and deliver client reporting and deliverables (monthly quarterly annual) ensuring accuracy and timeliness
• Customize client materials and presentations for client meetings
• Coordinate client meeting logistics including preparation materials and follow-ups
• Collaborate with internal teams (Sales Portfolio Management Trading Legal Compliance Operations) and external partners (clients consultants custodians transition managers) to resolve issues and deliver solutions
• Maintain and enhance consultant databases (e.g. eVestment Morningstar) improving data quality and coverage
• Support the preparation of RFPs RFIs DDQs and client presentations as required
• Ensure all client and sales activities are accurately documented in CRM systems (e.g. Salesforce)
• Provide support for ad hoc requests and contribute to team projects and process improvements

Required Qualifications:

• Post-secondary degree in business finance or a related field
• 35 years of experience supporting institutional clients within an asset management or investment consulting environment
• Experience supporting client relationships including meeting preparation and due diligence processes
• Strong client service orientation with the ability to manage complex and time-sensitive requests
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail and the ability to manage multiple priorities
• Proven ability to work effectively under pressure in a fast-paced team-oriented environment
• Successful completion or progress toward the Canadian Securities Course (CSC) or an equivalent industry-recognized investment designation (e.g. IFIC CFA CIM)
• Advanced proficiency in Microsoft Office applications including Word Excel and PowerPoint

Preferred Qualifications:

• Completion of or progress toward the Chartered Financial Analyst (CFA) designation and/or Chartered Investment Manager (CIM) designation considered an asset
• Experience with Salesforce and eVestment platforms preferred

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.

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).

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 Intelligence in Recruitment:As part of our Talent Acquisition process we may use artificial intelligence and automated tools to support activities such as candidate sourcing application review and interview scheduling.These tools support the recruitment process; all hiring decisions are made by people.

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

Please apply by May 12 2026.

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