Senior Financial Analyst, Financial Planning & Analysis

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $271 billion in 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 IGMs 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 Canadas Top 100 Employers for the fourth consecutive years and one of Canadas 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.

Position details:

Mackenzie Financial Corporation is currently accepting applications for the position of Senior Financial Analyst in Toronto.

Reporting to the Senior Manager Strategy Planning & Analysis the successful candidate will be a key contributor on the team with core responsibilities related to financial analysis forecasting planning and reporting initiatives performed by the broader team that provide decision-making support to business leaders across Mackenzie. The successful candidates specific responsibilities will include:

Support the development of Quarterly Annual and Multi-year business plans and forecasts including pro-forma financials as well as profitability and variance analysis.
Support the development and maintenance of analysis that provide insight into profitability of the different products and business lines at Mackenzie.
Develop maintain and update complex financial models reconcile data from various sources and integrate them into analysis.
Manage and maintain data and databases to support reports and forecast models produced by the planning and analysis team.
Support the production of key industry decision-making reports and analytics for distribution to HR Business and Finance leaders.
Collaborate effectively with finance and other internal stakeholders across all IGM companies.
Identify opportunities and lead initiatives to enhance existing processes tools and resources.
Provide analytical/financial modeling leadership on various ad-hoc projects as required.

The following qualifications and skills set will assist the successful candidate in carrying out these responsibilities:

University degree in Finance/Business/Accounting or equivalent
CPA/CFA/MBA or working towards a professional designation is an asset
4 years of progressive finance/accounting experience within the financial services industry
Advanced financial and business modelling skills including expert proficiency in Excel VBA Power Query and PowerPoint; PowerBI Skills are an asset
Strong knowledge of accounting statistics and corporate finance and proven analytical and problem-solving skills
Self-starter and takes ownership actively engaging with peers and other counterparts to deliver results.
Ability to prioritize and effectively manage multiple tasks within tight deadlines on an ongoing basis.
People-driven with strong communication and interpersonal skills

The expected annual base salary range for this role is $62500-$83500 which is determined based on skills knowledge and experience and geographic 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.

Please apply by March 5th 2026.

Please visit our career page by clicking on the following link: thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Required Experience:

Senior IC

Job DescriptionIGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Mackenzie Investments ...