Senior Analyst Sales Analytics

Mackenzie Investments; Toronto; Hybrid; CAD 62,000 - 80,000; Full time

Job summary

A prominent investment firm in Toronto is seeking a Senior Sales Analyst to drive decision-making and enhance sales team effectiveness through data analytics. The successful candidate will create reports, maintain dashboards, and support various sales initiatives. Candidates should have a strong background in the Canadian investment industry, along with proficiency in Salesforce and other analytics tools. The company values diversity and offers a hybrid work environment that promotes continuous learning and skill development.

Benefits

Competitive compensation

Health and dental coverage

Retirement savings program

Work-life balance

Inclusive culture and diversity initiatives

Qualifications

• 4+ years of experience in the Canadian investment industry.
• Strong experience in analytics within a financial services environment.
• Solid written and verbal communication skills for various partners.

Responsibilities

• Create and maintain reporting for sales teams.
• Build dashboards to support sales initiatives.
• Provide analytics to support decision-making for sales leadership.

Skills

Analytical skills

Communication skills

Salesforce.com

SQL

Tableau

Multi-tasking

Critical thinking

Education

Post-secondary education

Tools

Microsoft Excel

Business Objects

Cognos

JSON

Job description

Job Description

bGrade: P6Referral Level: Level 3Division: MI-DRb

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately$271 billionin assets. 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.

bAt Mackenzie Investments You Can Build Your Career with Confidence.bWe are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive yearsand 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.

Mackenzie Investment’s Distribution – Sales Experience and Analytics department is seeking applications for the position of Senior Sales Analyst. The Sales Experience & Analytics team’s mandate is to support and improve sales team enablement, leveraging tools and technology, data, and analytics. We support and continuously evolve our industry leading Salesforce.com CRM platform, and related tools that support and improve our sales processes, effectiveness, and productivity. We deliver business intelligence to sales and leadership teams that measures the effectiveness of our programs and sales activities, drives sales performance and a strong sales culture. Reporting to the Director, Sales Analytics, the successful candidate’s primary function will be to support sales analytics within the Distribution business.

Responsibilities

• Create, run, and maintain scheduled reporting that supports the Retail Sales, Strategic Alliance and Key Accounts teams and their sales activities.
• Build and deliver reporting for both ongoing and new sales initiatives such as ETFs, account planning and ROI analysis.
• Build and maintain dataflows and dashboards to support sales initiatives
• Provide analytics, insights and content that facilitates communication, and supports decision making by sales leadership and the senior executive team.
• Support the Sales Analytics team as needed with Retail projects and initiatives.
• Participate in projects and on‑going departmental initiatives as a subject matter expert, particularly those involving sales data.

Qualifications

• Curious, with strong analytical and critical thinking skills
• 4+ years of increasing experience in the Canadian investment industry, with analytics experience in a financial services environment
• Related Post‑secondary education
• Solid written and verbal communication skills – professional in dealing with internal and external partners at various levels.
• Ability to develop, maintain and manage relationships at various levels within the company.
• Ability to multi‑task and meet deadlines
• Proficiency with Microsoft Office applications, specifically Excel (formulas, charts, pivot tables, macros)
• Experience working with Salesforce.com and CRM Analytics
• Experience with Tableau (Creator, Prep Builder, Server) and other data visualization software
• Experience with database query tools such as Business Objects, Cognos, etc
• Experience with SQL and JSON
• Experience with UX/UI design and development
• Completion of CSC and IFIC are desirable

Benefits

• bCOMPETITIVE COMPENSATION & RECOGNITIONb: competitive base salary, performance-weightedbonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
• bEMPLOYEE BENEFITS & INSURANCEb: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• bRETIREMENT SAVINGS PROGRAMSb: voluntary Group RRSP enrolment with employer matching component.
• bWORK LIFE BALANCEb: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
• bINCLUSIVE CULTURE AND DIVERSITYb: 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).

The expected annual base salary range for this role is $62,000 - $80,000, 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.

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.

How to Apply

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to bhttps://www.mackenzieinvestments.com/en/careersb.

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

Please apply by bJanuary 30, 2026b.