Director, Events & Experience

Job Description

Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310billion in assetsas 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.

Seeking a strong leader with industry experience with responsibility for the development and execution of the national event strategy and annual event portfolio in partnership with key stakeholders providing strategy oversight for event planning, financial management, roadshow delivery, team leadership ensuring events and client engagement initiatives effectively support business growth, advisor engagement, brand awareness and sales objectives. Additional responsibility and accountability for the governance and compliance of the event portfolio. This position leads a team of event professionals responsible for delivering 50-55 internal and external facing events and a budget of approximately $5.5 million.

Area of Responsibility/Key Accountabilities:

Event Strategy, Planning and Portfolio Management

Partner with Retail Distribution leadership to develop and manage the annual event strategy, ensuring alignment with business priorities & sales objectives. Responsible for stakeholder management, while leading the annual planning & calendarization process, considering market opportunities, geographic coverage, business priorities, resources requirements & financial implications. Lead the team through coordination of event plans across various strategic partners and stakeholders to ensure alignment. Conduct post event review for future opportunities to leverage past event data and ROI analysis to frame the go forward strategy for event optimization. Work with the broader IGM events team to source appropriate locations to meet program objectives and lead the team through development of all logistical elements delivering excellence in execution while ensuring adherence to compliance protocols and timelines.

Financial Planning, Budget Management and Governance

Lead the development of the annual events budget in consultation with Retail leadership, Finance and key business stakeholders. Provide strategic recommendations regarding budget allocation to maximize national coverage, support business priorities and optimize return on investment. Maintain oversight of all event budgets, ensure controls in place, consistent templates and ensure team members effectively manage individual program budgets while maintaining accountability to overall financial targets and compliance requirements. Monitor expenditures, forecasts and risks through the year from an aggregate perspective and implement corrective actions where required. Provide quarterly updates and investment recommendations.

Roadshow Strategy, National Program Delivery & Execution Excellence

Lead the development and execution of the national roadshow strategy for approximately 30-35 Due Diligence meetings in partnership with stakeholder from MI & IG . Balance the priorities of multiple business requirements to create an integrated approach that leverages scale, improves consistency and delivers measurable cost efficiencies & synergies while supporting sales growth, brand awareness and product confidence. Lead the content development process for IG with product and National sales guiding the content management process through development, production and program readiness / execution. Establish standards, processes and best practices for roadshow planning and execution while ensuring consistent client experience across all programs. Includes applying financial discipline, and oversight & alignment across both business’ and drive efficiencies and savings through coordinated program delivery.

Institutional Sales

Partner with Institutional Sales leadership to develop and deliver the annual preferred partner a roadshow strategy providing sourcing & operational oversight for the planning and execution of 13 roadshows delivered in a concentrated 3-week time frame. Ensure excellence in execution through balancing resource allocation with operational requirements supporting the focus on growth in Institutional business.

Team Leadership, Resource Management & Talent Development

Provide leadership, coaching and mentorship to the team, fostering a culture of accountability, collaboration, innovation and continuous improvement. Establish clear goals, KPI’s, priorities and performance expectations while supporting employee development and creating a collaborative and motivated culture. Manage resource allocation within the portfolio ensuring proper coverage and effective use of team capabilities. Partner with broader events leadership to identify opportunities for resource sharing and collaboration and cross functional opportunities.

Qualifications

• Bachelor’s degree in Marketing, Communications, Hospitality Management, Event Management
• Experience managing a national event portfolio exceeding $5M and delivering complex multi-city programs
• Minium 10 years’ experience - event industry, leadership role and experience in the financial services industry.
• Proven experience leading complex cross-functional initiatives involving various departments and and executive stakeholders.
• Aggregate financial management experience, $5M+
• Experience & knowledge in registration platforms, hybrid events, & technical experience
• CRM experience /integration
• Experience leading risk management; contingency planning, crisis response and duty of care, Operational management.
• Minium BA, CMP, and preferred CMP and CMM (Certified Meeting Manager)

Job Specific Knowledge and Skills:

• Bilingual is an asset
• Leadership & strong communication skills
• Stakeholder/ executive management – influence without authority
• Change leadership
• Executive presence
• Enterprise leadership
• Strong presentation & facilitation skills
• Critical thinking & problem solving
• Proven leadership, including coaching and mentoring
• Strong Decision making
• Financial management
• Strategic thinker – long term planning, enterprise
• Event production experience
• Innovative and problem-solving mindset
• Strong technical skills, analytical skills and process oriented

Position will require travel and flexibility to work under tight timelines and flexible hours leading up to a program and on site and expected to work outside regular business hours

The expected annual base salary range for this role is $121,500 - $164,000, which is determined based on skills, knowledge and experience and geographic location. In 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.

Benefits

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary, performance-weightedbonus, education/career support, option to join Employee Share Purchase Plan with employer matchingcomponent.
• EMPLOYEE BENEFITS & INSURANCE:competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS:voluntaryGroup RRSP enrolment with employer matchingcomponent.
• WORK LIFE BALANCE:paid volunteer days, competitive time off including 10 wellness days off,WorkPerksdiscount program, hybrid & flex work arrangements.
• INCLUSIVE CULTURE AND DIVERSITY:living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM 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 an accessible employer committed to providingbarrier-free recruitment experience. If you require 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.

Artificial Intelligence in Recruitment:As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling.These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by August 14 2026.

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