IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Mississauga) – Mississauga, ON

Company: IG Wealth Management

Location: Mississauga, ON

Expected salary:

Job date: Thu, 03 Apr 2025 22:20:58 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): MississaugaIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management 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.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Mississauga) – Mississauga, ON

Company: IG Wealth Management

Location: Mississauga, ON

Expected salary:

Job date: Fri, 04 Apr 2025 07:15:04 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): MississaugaIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management 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.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sat, 05 Apr 2025 22:03:06 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management 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.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sun, 06 Apr 2025 05:42:19 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management 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.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management 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.

Mackenzie Financial Corporation – Fall Intern, Fund Financial Reporting – Toronto, ON

Company: Mackenzie Financial Corporation

Location: Toronto, ON

Expected salary:

Job date: Mon, 07 Apr 2025 06:54:06 GMT

Job description: Job Description:Location: TorontoIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with Confidence.We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while also providing resources to ensure physical and mental wellness were put front and centre.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.Mackenzie Investments 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.PositionFund Financial Reporting is currently hiring an intern looking for a fall term position, September to December 2025. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.Fund Financial Reporting is responsible for regulatory reporting for all IGM mutual funds, exchange-traded funds, pooled funds and offshore funds.The role works as part of a wider Fund Financial Reporting team to prepare and analyze financial, statistical and portfolio information for these funds.Located in our Toronto office, the intern will be responsible for the following activities:Responsibilities:

  • Prepare interim financial statements, management reports of fund performance (MRFP), quarterly portfolio disclosures (QPD), and Fund Fact Sheets (FFS) for mutual funds and pooled funds as required.
  • Ensure the accuracy and timely completion of all data for each fund’s financial statement, MRFP, QPD, and FFS.
  • Coordinate with a desktop vendor to create final PDF documents, ensuring all changes to data, tables, and charts are made accurately.
  • Assist in preparing fund tax calculations and filing tax returns
  • Manage the version control process for various drafts of financial statements, MRFP, QPD, and FFS in digital format.
  • Assist with various ad hoc reports as needed.

Requirements:

  • Registered students returning to school in 2025 in a related field (BCom, BBA, BA, BSc, etc.)
  • Ability to work well in a team environment.
  • Strong analytical skills with attention to detail
  • Ability to self-motivate and prioritize time-sensitive deadlines.
  • Familiarity with financial statements or International Financial Reporting Standards
  • Proficiency with Microsoft Office applications, e.g. Excel, Word, Outlook and PowerPoint,
  • Excellent verbal and written communication skills.

To apply, please include a cover letter, resume and transcripts (full unofficial version) by May 4, 2025, at 11:59 pm EST.Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careersWe 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.#LI-JS2#LI-Hybrid

Mackenzie Investments – Fall Intern, Fund Financial Reporting – Toronto, ON

Company: Mackenzie Investments

Location: Toronto, ON

Expected salary:

Job date: Sun, 06 Apr 2025 03:26:28 GMT

Job description: Job DescriptionLocation: TorontoIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with Confidence.We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while also providing resources to ensure physical and mental wellness were put front and centre.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.Mackenzie Investments 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.PositionFund Financial Reporting is currently hiring an intern looking for a fall term position, September to December 2025. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.Fund Financial Reporting is responsible for regulatory reporting for all IGM mutual funds, exchange-traded funds, pooled funds and offshore funds.The role works as part of a wider Fund Financial Reporting team to prepare and analyze financial, statistical and portfolio information for these funds.Located in our Toronto office, the intern will be responsible for the following activities:Responsibilities:

  • Prepare interim financial statements, management reports of fund performance (MRFP), quarterly portfolio disclosures (QPD), and Fund Fact Sheets (FFS) for mutual funds and pooled funds as required.
  • Ensure the accuracy and timely completion of all data for each fund’s financial statement, MRFP, QPD, and FFS.
  • Coordinate with a desktop vendor to create final PDF documents, ensuring all changes to data, tables, and charts are made accurately.
  • Assist in preparing fund tax calculations and filing tax returns
  • Manage the version control process for various drafts of financial statements, MRFP, QPD, and FFS in digital format.
  • Assist with various ad hoc reports as needed.

Requirements:

  • Registered students returning to school in 2025 in a related field (BCom, BBA, BA, BSc, etc.)
  • Ability to work well in a team environment.
  • Strong analytical skills with attention to detail
  • Ability to self-motivate and prioritize time-sensitive deadlines.
  • Familiarity with financial statements or International Financial Reporting Standards
  • Proficiency with Microsoft Office applications, e.g. Excel, Word, Outlook and PowerPoint,
  • Excellent verbal and written communication skills.

To apply, please include a cover letter, resume and transcripts (full unofficial version) by May 4, 2025, at 11:59 pm EST.Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careersWe 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.#LI-JS2#LI-Hybrid

Director of Fund Development and Communications – Recruiting in Motion – Vancouver, BC

Company: Recruiting in Motion

Location: Vancouver, BC

Expected salary:

Job date: Sun, 06 Apr 2025 05:48:09 GMT

Job description: , Public Relations, Marketing, or related field. Minimum 5 years experience in fundraising, donor relations… with key stakeholders to achieve desired organizational outcomes. Proficiency in donor database software and digital…

Fidelity Investments – Fund Accounting Oversight Senior – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Sun, 30 Mar 2025 05:53:28 GMT

Job description: Job DescriptionYou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required for all openings.Please note this is a contract opportunity ending on April 28, 2026.At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.Business Overview:The Fund Treasurer’s Office provides fiduciary oversight of the Fidelity (FIC) product line up to ensure the best interest of investors in our funds is upheld. We also provide regular reporting and disclosure to investors, regulators, and corporate governance committees in accordance with internal guidelines and regulatory requirements.The Purpose of the Role:The Fund Accounting Oversight Senior’s (Business Title: “Fund Treasury Analyst Senior”) main responsibilities include overseeing all operational aspects of the funds, assisting in the production of regulatory continuous disclosure reports and tax filing and distributions, and overseeing transfer agency functions.What We’re Looking For:Education:University Degree, preferably with a focus on Finance or Accounting (or equivalent experience)Experience:3-5 Years in financial industryStrong knowledge of the Canadian and global investment industry, including NI 81-102 and NI 81-106.Knowledge of fund accounting, pricing, custody and the operational aspects of investment funds including alternative investment funds.Specific Certifications:Accounting designation (CPA) or equivalent is an assetIn possession of, or working toward (CFA) is an assetWhat You Will DoProvide oversight and support of Fund-accounting related activities of Fund accounting provider.Participate and represent the Fund Treasurer’s Office in various fund vendor relationship meetings.Act as Fund Treasurer’s Office point of contact for other departments for various issues relating to the mutual funds and pooled funds.Responsible for ensuring meaningful and timely communication of initiatives or findings to the attention of the FTO and impacted business partnersProvide operational expertise on several aspects of the fund launch process such as the role of fund accounting and transfer agency to the team.Provide ongoing oversight of security pricing to ensure efficient and effective operations along with a management of riskWork collaboratively with the Fidelity Tax team in the oversight of the distribution process and related tax filing. Focus is on ensuring the principles of the Fund Tax Distribution Policy are appropriately reflected in fund distributionsRespond and instruct fund accounting providers question for direction.Complete daily oversight checks with an eye for continuous improvement.Provide coverage for the Treasury Managers relating to their day-to-day responsibilities.Provide Coverage for Continuous Disclosure Reporting and Tax Distribution OversightWhen requested, the Fund Treasury Manager will assist with ensuring all regulatory filing deadlines have been met and all continuous disclosure documents comply with IFRS and NI 81-106.Assist with the review of year end distributions of the funds and related tax filingExpertise Your BringYou are a highly driven professional with a keen eye for detailYou are proactive and continuously assess your surroundings to identify issues and areas where modifications to existing processes might be recommended or requiredYou are an exceptional communicator who excels at communicating difficult information in the simplest of terms possibleYou excel at presenting information to Senior Leaders and Boards/ Committees both orally and through written presentationsYou are a team player who is able to find common ground and find solutions that are in the best interest of Fidelity and our investors.Ability to manipulate large amounts of data using excelYou are motivated by collaboration, process efficiency and commitment to excellence.Experience constructing control and effective oversight processes for new alternative productsExperience using the Invest one accounting systemUnderstand unit holders system and processes as it relates to fund accountingSome of the ways we’ll help you feel valued and supported as part of our team:Flexible working arrangements – 100% remote, hybrid, and in office optionsCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designationWe care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

Fidelity Investments – Senior Fund Treasury Analyst – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Sun, 09 Mar 2025 07:04:04 GMT

Job description: Job DescriptionThis is a hybrid role with a mix of remote and in-office working.Current work authorization for Canada is required for all openings.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.What We DoThe Fund Treasury Analyst Senior is a member of the Fund Treasurer’s Office and reports to the Senior Fund Tax Manager. This role is primarily responsible for overseeing the efficiency and tax operations of the funds including appliable third party service providers including the preparation of distribution calculations, taxable positions, and tax return filings. In addition, this role will provide support of special projects and key strategic initiatives of the organization.The role of the Fund Treasurer’s Office is to: (1) provide fiduciary oversight to ensure the best interests of clients holding FIC products are upheld, and (2) provide regular disclosure to unitholders, regulators and internal governance committees based on regulatory requirements and internal guidelines.How You’ll Make an ImpactService Provider OversightAssist with tax operation oversight of third party service providers to the Funds including review of monthly, quarterly, annual distribution calculations and tax returns Ensure services are provided in manner to discharge FIC’s fiduciary duty to unitholders of the Funds, including engaging with appropriate staff at the third party service provider to quickly resolve issues.Prepare documentation required for foreign reclaims and ad-hoc requests related to this natureAssist with oversight of foreign tax agents and review of foreign tax returns in applicable marketsAssist with tax analysis on fund events including large rebalancing, client redemptions, etc.Assist with review of the mutual fund corporation’s taxable position and relevant dividend rate calculationsParticipate in tax operation automation related projects, initiative and other non-routine projects as they arisePrepare and present related scorecard materials, providing sufficient explanation and remediation plans for outliers.​Participate in bi-weekly/monthly/quarterly reviews with third party service provider teams to review performance against agreed upon expectations (per service level agreement).Participate in annual due diligence with third party service providers and prepare the associated planning materials, agenda and final due diligence report for review by the appropriate FIC internal committees and Boards.Board and Committee ReportingAssisting in the preparation of relevant project deliverables requested by internal FCSC committees as they ariseAssisting in the preparation of presentation materials for external committees and boards and for senior management.Provide Coverage for Continuous Disclosure Reporting and other Fund Operations OversightWhen requested, assisting the broader Fund Treasurer’s Office in:The review of regulatory filings such as financial statements, management report of fund performance, quarterly portfolio listing, prospectus disclosures and fund facts. Ensuring deadlines have been met and all continuous disclosure documents comply with IFRS, NI 81-106 and NI 81-102.The completion of any day-to-day oversight functions, ensuring they have been performed accurately and efficientlyWhat You’ll NeedStrong knowledge of Canadian and global investment industryIntellectual curiosity and a desire to learn about new processesGood fund accounting and mutual fund operations backgroundExposure to fund tax operations is an advantageGood analytical skills and problem solvingStrong communication skills and self-motivation to act proactivelyAbility to build key partnerships with various internal and external parties.Ability to multi-task and prioritize numerous projects at one timeWhat We’re Looking For3+ years of Fund Accounting or Fund Tax and related operations knowledgeUniversity degree in Finance, Accounting, Business or equivalent work experienceCritical third party vendor oversight experienceDesignation/certifications such as CPA, CGA, CMA, MBA, CFA , Securities Course is an advantageFidelity Canada is an equal opportunity employerFidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

The Atmospheric Fund – Junior Analyst, Research & Innovation – Toronto, ON

Company: The Atmospheric Fund

Location: Toronto, ON

Expected salary: $28 per hour

Job date: Thu, 06 Mar 2025 23:02:25 GMT

Job description: About The Atmospheric Fund (TAF) and the Research & Innovation Junior AnalystHave you heard about TAF? We’re a regional climate agency that invests in low-carbon solutions for the Greater Toronto and Hamilton Area and helps scale them up for broad implementation. We are experienced leaders and collaborate with stakeholders in the private, public and non-profit sectors who have ideas and opportunities for reducing carbon emissions. We advance the most promising concepts by investing, providing grants, influencing policies and running programs.The Research & Innovation team advances TAF’s climate action priorities by leading key research projects and quantifying the carbon and co-benefits of grants, investments, and programs. The team collaborates with all levels of government and strategic practitioners across the Greater Toronto and Hamilton Area (GTHA) to strengthen and advance climate action.Working with the team, you’ll undertake research and analysis to support the carbon and co-benefits assessments of various grants, programs, and impact investments; evaluate emerging research opportunities; and share best practices and key findings across the organization.Project Opportunities:Quantification & AnalysisSupport updating , including undertaking analysis, summarizing key findings and data trends, and performing quality control checks.Support quantifying the carbon and co-benefits associated with TAF’s grants and direct investments, including potential projects being considered.ResearchSupport strategic research projects, including developing technical briefs on topics like the opportunities for building EV-charging in grid constrained areas and electricity grid readiness.Undertake desktop research and summarize of key data sources used to support TAF’s grants and impact investing carbon quantification.OrganizationallyParticipate and contribute in staff meetings, lunch n’ learns, planning sessions, working groups and similar settings.Key details:Compensation: $28/hour plus financial support for wifi associated with work. A laptop will be provided.Employment term: full time (Monday to Friday, 9am to 5pm) for approximately four months between May 1 – August 29. Flexible schedule and hours to be determined in consultation with your manager.Location: Hybrid, with two days a week in TAF’s Toronto office (at Union Station). We will consider fully remote work for the right candidate!Other perks:Experience what it’s like to work in the climate sector, with a team of climate action professionals.Enjoy socials, lunch n’ learns, training sessions and other staff-wide experiences.Benefit from other hands-on learning and networking opportunities.The kind of skills and experience we’re looking for:Currently completing (or a recent graduate) from a science or engineering-focused program and have a demonstrated interest in sustainability and urban climate solutions.Strong data analytical skills and experience in qualitative and quantitative research methods.Familiarity with greenhouse gas emission analysis and carbon reduction technologies related to buildings, transportation or waste is an asset.Excellent attention to detail and accuracy.Good interpersonal skills and ability to work with other team members, actively participating in staff meetings and groups.Good writing skills with an ability to summarize key findings concisely.Ability to work independently in a fast-paced work environment.Applying to intern at TAF:Building an inclusive community with a shared purpose is critical to our work and mandate. We are Equalx30 signatories and believe that equity, diversity, and inclusion make climate action more just and effective. We believe that teams work best when they vary in background and approach, including diversity of race, gender, sexual orientation, age, religion, ethnicity, national origin and all the other fascinating characteristics that make us different.We understand that candidates come with different types of experience and backgrounds that might not appear to align with the requirements we’ve listed here. But if you’re excited by this posting and to intern at TAF, and think you’d be a great fit for this position, we encourage you to apply.If you require any accommodations to fully participate in the hiring and selection process, please reach out to our People team at .Next steps:Start your application by clicking on the yellow button on the top right of this page.You’ll upload your resume (no cover letter is required), and answer two questions letting us know why you’re interested and a great candidate for the role. You don’t need to do it all in one sitting; you’ll get direct link and will be able to come back and edit until you click submit. After the job closes, your answers will go through our de-biased sift process: all answers will be anonymized, randomized and then scored by members of our team.If your responses to the questions score in the top 25% of applicants, we’ll review your resume.If you are shortlisted, we’ll invite you join us for a short online interview. After that, a few top candidates will be invited to participate in an in-person interview at our Union Station office.Depending on the volume and quality of applications received, we may add an additional step to our process. Whether you are successful or not, you will hear back from us once the process is complete.