Director Strategy Jobs

Grade: P9

Division: Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. 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 working remotely, 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.

The Strategy, Planning & Analysis (SP&A) division within IGM Financial helps develop & execute strategy, improve business decision-making, and drive profitable growth. The Strategy Execution Office within SP&A supports strategy development, strategy execution and evaluation/measurement.

Reporting to the AVP, Strategy Execution Office, the successful applicant will support the development of strategy at the IGM corporate level. The primary responsibility of the role will be to drive all aspects of IGM’s corporate strategy development projects – including financial model development, non-financial analysis, market opportunity scans, data gathering, operating model analysis, stakeholder management, preparation of recommendations & presentation delivery. The scope of projects will vary based on current strategic priorities but could include growth strategies, cost optimization, and helping inform business development planning.

Key Accountabilities Will Include

• Stay current with industry trends, regulatory developments and best practices, and emerging competitors relevant to the organization, providing thought leadership on strategic matters to the operating committee and other relevant stakeholders
• Drive the end-to-end process for IGM-level strategy development engagements based on current strategic priorities, through:
• Developing work planning approach, timelines, and key activities, and selectively helping to drive execution of key pan-IGM strategic priorities
• Collaborating with key stakeholders across various functions within the organization, including senior executives, department heads, and other relevant teams, to guide work, gather key inputs, drive alignment, and ensure that recommendations of the strategic decisions and projects are socialized and formally reviewed
• Developing complex financial models to inform strategic decisions and present information to a variety of stakeholders
• Preparing & delivering presentation materials, support preparations and conduct of strategic development & planning activities (e.g., Operating Committee meetings, Board meetings, etc.)
• Strengthen core Strategy Execution Office activities by developing and enhancing processes and frameworks, collaborating with key stakeholders across the organization to implement and sustain changes
• Gathering data & conducting research from internal and external sources, assessing market environment scans, industry trends, and other macro-level analysis on potential opportunities
• Contribute to development of business cases, identification and execution oversight of key initiatives, and benefits realization measurement

The following qualifications are required of the successful candidate:

Experience

• Degree in a related discipline (e.g., Finance, Accounting, Economics) and a financial designation (e.g., CFA, CPA), MBA, or other relevant graduate degree is preferred
• 7-10 years of experience in internal or external consulting, business/financial advisory, and/or planning, with preference for experience in wealth and asset management or other financial services

Analytical skills:

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

Presentation & Communication skills:

• Ability to facilitate and present concisely and persuasively
• Highly developed collaboration and facilitation skills with senior leaders and cross-functional teams
• Ability to build PowerPoint presentations with clear and concise narrative, supported by sound analysis

Project Management Skills:

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

Additional Qualifications:

• Proficient with industry research platforms required to access comprehensive data and independent analysis
• Proficient with presentation tools
• Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills
• Strong relationship management skills across all levels of organization (up to and including Operating Committee members)
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• A teammate who puts the interests of the organization above all else
• Advanced proficiency with Office365 applications

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 get in touch with the Talent Acquisition team who will work with you to meet your needs.

Please apply by July 7, 2023.