Investment Specialist (Senior Investment Product Manager)

Job Description

Location: Toronto

Referral Level: Level 1

Department: Product & Solutions

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.

Investment Specialist (Senior Investment Product Manager)

The Investment Specialist is an investment product expert who communicates the complexities and opportunities across Mackenzie’s Mutual Fund and ETF shelf to various internal and external stakeholders.

The ideal candidate has a strong technical background paired with demonstrated communication skills: spoken, written and via presentation materials. The role requires a nuanced understanding of the value of fundamental and quantitative and portfolio management techniques, as well as the communication skills to distill that down into meaningful narratives to less technical stakeholders.

This position reports to the VP, Senior Investment Director, Fixed Income and Multi Asset Strategies. The Investment Specialist will also provide input and support to strategic direction, develop insights, and interact with the portfolio management teams around the positioning of their products.

Responsibilities

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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.

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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 input that is analytically sound and usable in portfolio construction decisions, ensuring consistency between strategy-level insights and portfolio-level application.

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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