Senior Financial Analyst

Job Description

Grade: P6

Division: IGM Asset Management Operations

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. 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 working remotely, 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.

Mackenzie Investments is currently accepting applications for the position of Senior Financial Analyst, Fund Taxation within the Fund Tax Services department. Reporting to the Senior Manager, Fund Taxation, the successful candidate will be part of the team responsible for tax compliance and monthly, quarterly and annual fund distributions and is a key tax resource for all of Mackenzie’s and Investor’s Groups products (mutual fund trusts, segregated funds).

As a valued member of the Fund Tax Services team your core responsibilities will include:

• Tax research – domestic and foreign compliance, mutual fund, and sales tax
• Ensuring the completeness, accuracy, timeliness and consistency of the fund tax department deliverables
• Accurate and timely calculation and oversight of fund distributions and estimates
• Accurate and timely completion and oversight of tax filings including but not limited to provincial sales tax, fund tax factors, and Canadian income tax returns
• Analysis for product initiatives such as mergers, rebalancing and various ad hoc requests
• Liaise with various parties such as administrators, CRA, external auditors, tax advisors, investment managers, product managers and internal departments within Mackenzie ETF, Mackenzie and Investors Group
• Focused on continuous development and process improvement

The following qualifications are required of the successful candidate:

• Undergraduate accounting, finance or equivalent degree
• Accounting designation (CPA) or in process
• Minimum 3 years fund taxation experience and financial services industry / mutual fund experience
• Excellent team player
• Excellent communication skills, both written and verbal
• Excellent tax research, tax preparation, and analytic skills
• Ability to handle multiple projects and tasks and continuously prioritize work
• Strong Microsoft Word and Excel skills
• Ability to build and maintain relationships with departments across the organization
• Desire to remain up to date with tax laws, regulations, and changes in the mutual fund industry
• Willingness to learn new reporting systems and seek advancements/improvements in existing processes