Manager, Product & Solutions

Mackenzie Financial Corporation; Toronto; Hybrid; CAD 87,000 - 105,000; Full time

Benefits offered by this job

Competitive compensation & recognition

Employee benefits & insurance

Retirement savings programs

Work-life balance

Job summary

Mackenzie Investments is seeking a capable research professional to support our portfolio construction and investment-strategy efforts. You will help create clear narratives for Sales, develop market commentary, and produce decks and charts using Bloomberg, FactSet and Morningstar.

The role emphasizes timely, accurate materials and collaboration across teams. Hybrid work with three days in the office, and a focus on developing expertise in investments while serving Canadian advisors and clients.

Qualifications

• Experience in research and analysis within financial services.
• Ability to develop clear, client-facing materials and stories.
• Strong communication and presentation skills.

Responsibilities

• Support senior team members in investment strategy and portfolio construction.
• Develop narratives aligning Investments Specialists, Strategists, and Sales.
• Create thought leadership using Bloomberg, FactSet, and Morningstar.
• Own deliverables, including decks, charts, and client-ready materials.
• Deliver timely materials for internal and external events and sales support.
• Prepare client-facing and published market commentary.

Skills

Investment research

Presentation skills

Communication

Team collaboration

Education

University degree in business/finance

CFA program enrollment (asset)

Tools

Bloomberg

FactSet

Morningstar

Tableau

Microsoft Office (PowerPoint, Excel, Word)

Job description

Job Description

Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as 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 IGM's 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 Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s 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.

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. 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.

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 Role

Reporting to the VP, Portfolio Construction, the successful applicant will support senior members of the team who lead our efforts with regards to investment strategy and portfolio construction.

Key responsibilities:

• Provide assistance and support to senior team members who specialize in the areas of investment strategy and portfolio construction.
• Contribute to the development of clear, consistent narratives that align Investments Specialists and Strategists, with Sales. Ensure strategies are accurately positioned and output is practically usable in client conversations. Anchor work in the guided portfolios and portfolio construction franchise. Build a cohesive understanding of how investment views are formed, translated into portfolio decisions, and communicated to Sales.
• Develop and deliver individual thought leadership using internal and external tools (e.g., Bloomberg, FactSet, Morningstar) to produce thought leadership outputs (e.g., weekly chart packages) that articulate market developments, performance, and positioning.
• Take ownership of assigned deliverables, including authorship of recurring materials and development of presentation decks, charts, and analysis. Proactively seek out work, anticipate needs, and contribute ideas to support portfolio construction priorities. Deliver high-quality materials that are accurate, well-structured, and usable across Sales and internal stakeholders, with a focus on timely turnaround for requests including internal and external events, and ad hoc sales support.
• Participate in ad hoc projects and special assignments as needed.
• Gather economic and financial market data using services such as Bloomberg, FactSet and Morningstar.
• Assist in preparing client-facing and published materials (presentations, financial market commentary, etc.)
• Ability to create PowerPoint presentations with clear messaging, supported by sound analysis.
• Articulate in communicating with all levels of management.
• Ability to write and present concisely and persuasively.

Additional skills and qualifications

• Seen as a source of information and influence in industry and competitive research information, having an in-depth understanding of the industry and the global/domestic competitive landscape for retail, strategic alliance, and institutional business lines.
• Seen as a partner and collaborator, effectively communicating, and liaising with members of the Product Division and key stakeholders across the organization.
• A university degree in a business or finance-related discipline.
• 2+ years of increasing experience in research and analysis in a financial services environment (preferably in the investment/asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations to senior management.
• Expertise with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.
• Familiarity with Tableau a plus.
• Enrollment in the CFA program is an asset.

The expected annual base salary range for this role is $86,500 - $105,000 which is determined based on skills, knowledge and experience and geographic location. In 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 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.

Mackenzie Investments is an accessible employer committed to providing barrier-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.

Artificial 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 November 16 2026.