Senior Analyst, Institutional Client Service

Mackenzie Financial Corporation; Toronto; Hybrid; CAD 73,000 - 91,000; Full time

Benefits offered by this job

Hybrid work arrangements

Health and dental coverage

RRSP with employer matching

Job summary

Mackenzie Investments, a Toronto-based asset-management firm, is seeking a Senior Analyst, Institutional Client Service to strengthen onboarding, ongoing servicing, and sales enablement for institutional relationships.

You will coordinate with internal teams and external partners to deliver high-quality client service, prepare reporting, and maintain CRM data. A strong service mindset and KYC/AML experience are essential.

Qualifications

• Post-secondary degree in business, finance, or a related field
• 3–5 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

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 (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

Skills

Client service

Communication

Organization

Time management

MS Office

Onboarding

CRM systems

Attention to detail

Education

Post-secondary degree in business/finance

Tools

Salesforce

eVestment

Morningstar

Job description

Job Description

Referral Level: Level 1

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, we believe being invested starts with our people. 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.

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
• 3–5 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 $72,500- $91,000 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).

*Some roles will have their own benefits and please call those benefits out wherever applicable (some examples as below).

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.

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 23 2026.