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Vice President, Technology, Operations and Functions, Strategy, Planning & Analysis- IGM

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Job Description

Grade: E11

Referral Level: Level 3

Division: IGM-Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the 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.

Position (details)

The Vice President, IGM Technology, Operations and Functions, Straegy, Planning & Analysis will drive key financial strategies and decision-making processes across IGM support functions. This role will oversee all aspects of financial planning and analysis (FP&A) for the support functions, ensuring that the organization has the financial insights needed to support both operational efficiency and strategic growth. This includes planning, forecasting, expense management, management reporting and decision support. The successful candidate will partner closely with senior leadership (CEO-level and IGM EVPs) to align financial outcomes with the company’s overall strategy, and provide recommendations based on data-driven insights.

Responsibilities:

Forecasting and Planning
Oversee the annual and quarterly financial forecasting and budgeting process, working with cross-functional teams to ensure accuracy, timeliness, and alignment with business objectives
Monitor and assess financial performance against forecasts and budgets, providing actionable insights to improve outcomes
Optimize forecasting and planning approaches, tools and processes to improve effectiveness
Decision Support
Deliver insights and recommendations on key business decisions, including capital investments, M&A opportunities, and resource allocation.
Drive continuous improvement in decision-making processes, fostering a culture of data-driven decision-making.
Drive or support special projects relevant to Technology, Operations and Corporate functions
Management Reporting
Lead the development and delivery of financial management reporting and financial presentations to senior leadership
Develop key performance indicators (KPIs) and dashboards to track financial performance and progress against strategic goals.
Ensure that reporting systems and processes are efficient, automated, and aligned with industry best practices
Expense management
Work with senior leaders to ensure expenses stay on plan
Identify risks to annual expense plan and levers to close any gaps
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 IGM Support Functions division.

Requirements:

Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA, CFA and/or accounting designation preferred
10+ years of experience in financial planning, forecasting, and management reporting, including experience managing technology financials
Financial Institution and/or Asset/Wealth management experience
Deep experience in financial management of technology organizations.
Proven track record in developing and implementing financial strategies that drive profitability.
Demonstrated expertise in financial modeling, scenario analysis, and decision support
Excellent communication skills, with the ability to present complex financial data and insights to senior leadership and stakeholders.
Strong leadership skills with a focus on building and developing high-performing teams.
Ability to work in a fast-paced, dynamic environment with competing priorities.

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

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

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Please apply by April 11, 2025.

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Average salary estimate

$150000 / YEARLY (est.)

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$120000K

$180000K

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What You Should Know About Vice President, Technology, Operations and Functions, Strategy, Planning & Analysis- IGM, Mackenzie Financial Corporation

If you’re looking to take your career to the next level as a Vice President, Technology, Operations and Functions, Strategy, Planning & Analysis at IGM Financial in the Greater Toronto Area, this is your chance to make a significant impact. At IGM Financial, one of Canada’s leading wealth and asset management companies, we’re passionate about helping Canadians reach their financial goals. In this pivotal role, you’ll lead the financial planning and analysis (FP&A) for our support functions, enabling the organization to not only optimize our operations but also drive strategic growth. You’ll collaborate closely with senior leadership, including our CEO and EVPs, to ensure our financial strategies align with the overarching objectives of IGM. Your day-to-day responsibilities will revolve around forecasting, expense management, and management reporting, allowing you to deliver actionable insights that truly make a difference. You’ll be at the forefront of decision-making processes, guiding capital investments and M&A opportunities while supporting various special projects. Here at IGM, we pride ourselves on fostering a supportive and inclusive environment where continuous learning is not just encouraged, but celebrated. We offer a hybrid working model, valuing both professional and personal well-being. If you have over 10 years of experience in financial planning, a Bachelor’s in Finance or Economics (with an MBA or CFA preferred), and a track record of optimizing financial strategies, we’d love to hear from you. Join us and be part of a team that values collaboration, innovation, and accountability.

Frequently Asked Questions (FAQs) for Vice President, Technology, Operations and Functions, Strategy, Planning & Analysis- IGM Role at Mackenzie Financial Corporation

What are the key responsibilities of the Vice President, Technology, Operations and Functions, Strategy, Planning & Analysis at IGM Financial?

As the Vice President in this role at IGM Financial, you'll be responsible for leading the financial planning and analysis (FP&A) function. Your key duties will include overseeing financial forecasting, managing expenses, providing decision support, and developing reporting systems. You will closely monitor financial performance, offering insightful recommendations for improvements, and will also lead a high-performing team of financial professionals.