Senior Specialist, Real Estate Transactions (Full- Time 18 Month Contract)

Mackenzie Investments; Toronto; Hybrid; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Retirement savings programs

Inclusive culture and diversity

Job summary

Mackenzie Investments in Toronto is seeking a Senior Specialist, Real Estate Transactions to provide in-house support, manage deal documentation, data analysis, and coordination across portfolio and space initiatives. This role reports to the Sr.

Manager, Real Estate Transactions and collaborates with analytics, project management and design partners. We offer a hybrid work model with three days in the office and two remote days, emphasizing accuracy, accountability and continuous improvement.

Qualifications

• Strong organizational skills and ability to manage priorities.
• Experience with lease transactions and financial analysis.
• Proficiency in MS Office Suite.
• Effective communication with stakeholders.
• Ability to work independently and meet deadlines.

Responsibilities

• Prepare governance decks and monitor key action items at monthly meetings.
• Perform financial analysis of prospective lease transactions and penalties.
• Draft RFPs, LOIs or binding offers to lease and term sheets.
• Prepare weekly leasing agendas and meeting minutes; archive transcripts.
• Draft summary deal memorandums for internal review and circulation for executive signature.
• Populate contract approval documents, value-add and lease summaries.
• Respond to information requests from brokers and internal stakeholders.
• Perform monthly portfolio system updates.
• Coordinate site tours and travel; manage schedules and communications.
• Track KPIs; governance tracking and trend summaries.

Skills

Organization & multitasking

Communication skills

Attention to detail

Self-motivated

Analytical thinking

Education

Bachelor’s degree in Real Estate, Business, Accounting, Finance, or related field

Tools

Microsoft Excel

PowerPoint

Word

Job description

Job Description

Location: Toronto

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.

The Role

The Senior Specialist, Real Estate Transactions will provide in-house support and manage team coordination, deal documentation, data analysis, various administrative duties, and select transactions across portfolio and space initiatives, in support of the real estate team.

Reporting to the Sr. Manager, Real Estate Transactions, you will be an integral part of the transaction management team, in partnership with a multidisciplinary, collaborative team – analytics, project management and design partners.

Key responsibilities:

• Prepare Governance decks and record and monitor key action items and direction received at monthly Governance meetings


• Perform financial analysis of prospective lease transactions and calculate termination penalties.


• Draft RFP documents, letters of intent or binding offers to lease and term sheets.


• Prepare weekly LOB leasing agendas and meeting minutes and archive transcripts.


• Draft summary deal memorandums for internal transaction review and approval. Circulate documents for executive signature and upload documentation to SharePoint.


• Populate IG’s contract approval document, value-add, and lease summary sheet


• Respond to information requests from brokers and internal key stakeholders with respect to leasing initiatives.


• Perform monthly portfolio system updates.


• Coordination and participation in the site tour process including scheduling with required key stakeholders, communication with third-party brokers, distribution of tour packages, recording and saving of tour videos, securing tour photos and circulating of next-step emails.


• Coordinate and book travel.


• Secure and update tenant and landlord contact forms.


• Process invoices and expense reports. Update key internal trackers.


• Review, prepare and verify lease summaries.


• Prepare and circulate time sensitive correspondence (e.g. termination, overhold and option exercise letters).


• Develop strong working relationships with 3rd party brokers and key landlords.


• Complete Governance tracking: monitor, record, and summarize KPI outcomes and trends.

• Ensure adherence to SOPs and best practices; champion a culture of accuracy, accountability, and continuous improvement.

• Track and coordinate key activities and deliverables in support of the lease transaction process.

The following qualifications will assist the successful candidate:

• Minimum 3-5 years’ experience in providing comprehensive and integrated occupier services and transaction management services.


• Exceptional organizational skills, with the ability to manage competing priorities and tight deadlines.


• Strong attention to detail, with a focus on accuracy in transaction documentation, financial analysis and data management.


• Self-directed and proactive, with the ability to work independently, exercise sound judgment and anticipate team needs.


• Highly proficient in Microsoft Excel, PowerPoint and Word.


• Excellent communication skills and ability to produce executive-level reporting and work effectively with internal stakeholders, external brokers and landlords.


• Bachelor’s degree in Real Estate, Business, Accounting, Finance, or related field; relevant professional designations considered an asset.

Additional Information:

• Minimal travel will be required


• Hybrid work environment – 3 days a week in office, 2 days a week working remotely

The expected annual base salary range (prorated for the term) for this role is $60,000 - $70,000which is determined based on geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off (prorated for the term).

Benefits

• RETIREMENT SAVINGS PROGRAMS: 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 October 12 2026.

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