VP, Enterprise Strategy, Planning & Analysis, IGM

Mackenzie Investments; Toronto; On-site; CAD 100,000 - 160,000; Full time

Job summary

An established industry player is seeking a Vice President of Enterprise Strategy, Planning & Analysis to lead financial forecasting and strategic initiatives. This pivotal role involves collaborating with senior leadership to align corporate goals, managing a high-performing team, and driving expense management. The ideal candidate will possess over a decade of experience in financial planning within financial institutions, showcasing expertise in financial modeling and strategic project execution. Join a company recognized for its commitment to employee wellness and inclusivity, where your contributions will significantly impact the success of Canadians.

Qualifications

• 10+ years in financial planning and management reporting.
• Strong knowledge of wealth and asset management products.

Responsibilities

• Lead annual and quarterly financial forecasts and optimize planning processes.
• Drive expense control and identify risks and opportunities.
• Manage and develop a high-performing team.

Skills

Financial Planning

Forecasting

Expense Management

Strategic Project Execution

Team Leadership

Communication Skills

Education

Bachelor’s degree in Finance, Accounting, Business, or Economics

MBA

CFA or Accounting Designation

Job description

VP, Enterprise Strategy, Planning & Analysis, IGM

Join us to apply for the VP, Enterprise Strategy, Planning & Analysis, IGM role at Mackenzie Investments.

Division: IGM-Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies, managing approximately $271 billion in assets. The company offers a broad range of financial planning and investment management services to over two million Canadians, primarily through IG Wealth Management and Mackenzie Investments.

Job Details

Grade: E11

Referral Level: Level 3

Division: IGM-Finance

Founded in 1967, Mackenzie Investments is a key part of IGM's business model, focusing on holistic asset management for Canadian financial advisors and investors.

At Mackenzie Investments, you can build your career with confidence. We have a vision to challenge industry norms and support Canadians' success in meaningful ways. We are recognized as one of Canada's Top Employers for empowering employees and prioritizing wellness.

We foster a culture of continuous learning, knowledge sharing, and inclusivity, encouraging applications from diverse candidates across Canada.

Position Overview

The Vice President of Enterprise Strategy, Planning & Analysis will oversee enterprise planning, forecasting, and strategic project execution for IGM. This role involves consolidating plans, communicating with senior leadership, managing expenses, and supporting strategic initiatives to align financial and corporate goals.

Responsibilities

• Forecasting and Planning: Lead annual and quarterly financial forecasts, monitor performance, and optimize planning processes.
• Expense Management: Drive expense control and identify risks and opportunities.
• Strategy Support: Collaborate with senior leaders on strategic priorities and execute strategic projects.
• Team Leadership: Manage and develop a high-performing team, fostering a culture of accountability and innovation.

Minimum Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
• MBA, CFA, or accounting designation preferred.
• 10+ years in financial planning, forecasting, and management reporting.
• Experience in financial institutions or asset/wealth management.
• Strong knowledge of wealth and asset management products and markets.
• Proven ability to develop financial strategies that drive growth.
• Expertise in financial modeling and decision support.
• Leadership skills to manage teams and strategic initiatives.
• Excellent communication skills for senior stakeholder engagement.

For more information and to apply, visit our career page. Please submit your application by May 9, 2025.