Investment Specialist (Senior Investment Product Manager)

Mackenzie Financial Corporation•Toronto, ON

11d•Hybrid

About The Position

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025, offering 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. Mackenzie Investments is recognized as one of Canada’s Top 100 Employers and Best Diversity Employers, with a vision to innovate the industry and support Canadians in achieving their financial goals. The company fosters continuous learning and skill development in a supportive hybrid work environment, requiring three days a week in the office for collaboration. The Investment Specialist (Senior Investment Product Manager) is an investment product expert responsible for communicating the complexities and opportunities across Mackenzie’s Mutual Fund and ETF shelf to various internal and external stakeholders. This role requires a strong technical background paired with demonstrated communication skills, including a nuanced understanding of fundamental, quantitative, and portfolio management techniques to distill meaningful narratives for less technical stakeholders. The position reports to the VP, Senior Investment Director, Fixed Income and Multi Asset Strategies and involves providing input and support to strategic direction, developing insights, and interacting with portfolio management teams around the positioning of their products.

Requirements

5-7 years of relevant technical experience, product research in asset management or wealth management businesses
Demonstrated persuasive writing and presenting ability, including the ability to communicate effectively to technical and non-technical audiences alike
Strong investment knowledge of capital markets and asset management
Skill to manage multiple constituent relationships within the organization
Excellent interpersonal skills, including excellent communication skills and product knowledge
Poise, judgment, and gravitas to represent Mackenzie with clients and prospects
Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
Strong attention to detail with the ability to manage multiple tasks simultaneously
Analytical, strategic thinker
Ability to build relationships internally at all levels
Comfort with ambiguity
Flexible - comfort managing multiple complex tasks at once; prioritizing
Creative, entrepreneurial spirit
Ability to implement – not just analyze
Team-oriented mindset – warm, friendly, collegial, and approachable
Energetic leader
Client-focused
Detail-oriented

Nice To Haves

Excellent knowledge of Morningstar, FactSet, and Bloomberg are assets
CFA designation, or equivalent preferred
French language skills highly valued

Responsibilities

Own investment representation end-to-end. Develop deep understanding of assigned strategies, including philosophy, portfolio construction, positioning, performance drivers, and risk exposures. Monitor markets and portfolio developments to assess implications for positioning and messaging. Work directly with Portfolio Managers to define, refine, and align on content, ensuring accuracy, timing, workflow, and quality meet investment team expectations. Translate investment thinking into clear, structured narratives and positioning frameworks that can be consistently applied across Sales, Product, and portfolio construction.
Deliver core product content. Produce required materials (e.g., QFRs, MFRPs, commentaries, presentations) accurately and on time, ensuring outputs clearly articulate performance, positioning, and rationale. Maintain consistent structure, clarity, and quality across all deliverables. Work with Portfolio Managers and internal stakeholders to ensure materials reflect current views and can be used directly by Sales without rework. Manage timelines, inputs, and review processes to ensure reliable and repeatable delivery.
Enable Sales through strategy-level guidance. Provide clear, practical direction on how individual strategies should be positioned and used in client conversations. Engage with Sales teams to understand client needs, objections, and demand signals, and incorporate that feedback into positioning and messaging. Support priority strategies with targeted guidance, training inputs, and ongoing updates, ensuring Sales can confidently and consistently represent each mandate in the market.
Support portfolio construction and Guided Portfolios. Work with Portfolio Strategists and the Director, Investment Strategy to determine how Mackenzie boutique mandates are expressed within portfolios and positioned in line with Global Investment Committee views. Develop clear views on how strategies contribute within portfolios, including positioning, exposures, and role in asset allocation. Provide inputs that are analytically sound and usable in portfolio construction decisions, ensuring consistency between strategy-level insights and portfolio-level application.
Develop training materials and support capability building. Partner with Sales and Learning & Development (L&D) to define training needs and develop materials that ensure Sales teams are informed on products, performance, and strategy positioning. Ensure training content reflects current market conditions and investment views. Support delivery and ongoing updates to reinforce key messages and maintain consistency of knowledge across the sales organization

Benefits

Competitive base salary
Performance-weighted bonus
Education/career support
Option to join Employee Share Purchase Plan with employer matching component
Competitive health and dental coverage
Flexible plan for you and your family
Short-term & long-term disability plans
Voluntary Group RRSP enrolment with employer matching component
Paid volunteer days
Competitive time off including 10 wellness days off
WorkPerks discount program
Hybrid & flex work arrangements
Engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background)