Specialist Strategy Execution Office - Winnipeg, Canada - Mackenzie Financial Corporation

Sophia Lee

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Job Description:


Grade:
P5**
Division: IGM-Finance**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.


DEPARTMENT SUMMARY:

The Strategy Execution Office is a critical part of the Strategy, Planning and Analysis division within IGM Financial and is responsible for Strategy Formulation (activities include: analysis/assessment of environments, strategic plan development, identification of key initiatives), Strategy Execution, Operating Planning & Action Steps (activities include: business case development, prioritization, authorization, portfolio management) & Evaluation/Measurement (activities include: value/benefits realization framework, tracking, oversight, KPIs).


The SEO works collaboratively with leadership teams across the IGM companies ensuring activities, initiatives, spend & resources are aligned with strategic priorities and objectives, and responsive to the evolving needs of our clients and the business.

***: As a valued member of the Strategy Execution Office team your central responsibilities will include: - Supporting SEO processes by gathering and analysing project & financial information to monitor, assess and report on strategic initiatives portfolio health and performance, identifying trends and patterns in data that are subsequently used to inform decisions / action steps;

  • Analysing and preparing reporting, including strategic initiatives dashboards, quarterly/monthly reviews;
  • Responsible for meeting scheduling, logistics and support of SEO led committees and meetings agenda preparation, meeting material preparation, coordination, circulation and upload to meeting portal;
  • Proactively identifying issues and challenges in team processes while proposing solutions for improvement, enhancing the effectiveness, efficiency and productivity of the team;
  • Embracing change and using change as an opportunity to further business objectives;
  • Collaborating effectively with internal/external departments to support SEO and Expense Management business objectives. Maintain relationships with key stakeholders through sharing of knowledge and best practices and liaise with all levels and departments across the companies;
  • Supporting other SEO and Expense Management activities and initiatives, as required;

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QUALIFICATIONS:
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  • Minimum three years of experience in a coordinator or projectbased role, preferably in the financial services industry
  • Advanced PC skills including PowerPoint, Excel, Word and Outlook
  • Postsecondary education in a relevant business discipline and designation/certification in business administration, business management or related fields
  • Excellent communication skills, both verbal and written
  • Strong problemsolving and interpersonal skills and demonstrated ability to work collaboratively with others effectively
  • Ability to take initiative and work independently with mínimal supervision
  • Proactive, organized and selfmotivated with strong attention to detail and timelines
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 m

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