Senior Manager, Strategy Planning - Winnipeg, MB

Location: Winnipeg · 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 Manageme ...

Job description

Location: Winnipeg

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.

Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba's Top Employers, Canada's Top 100 Employers, and Best Diversity Employers, aiming 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.

Mackenzie Financial Corporation is currently accepting applications for the position of Senior Financial Analyst. Reporting to the Senior Manager, Strategy Planning & Analysis, the successful candidate will be a key contributor on the team with core responsibilities related to financial analysis, forecasting, planning, and reporting initiatives performed by the broader team that provide decision-making support to business leaders across Mackenzie. The successful candidates' specific responsibilities will include:

• Support the development of Quarterly, Annual and Multi-year business plans and forecasts, including pro-forma financials as well as profitability and variance analysis.
• Support the development and maintenance of analysis that provide insight into profitability of the different products and business lines at Mackenzie.
• Develop, maintain and update complex financial models, reconcile data from various sources and integrate them into analysis.
• Manage and maintain data and databases to support reports and forecast models produced by the planning and analysis team.
• Support the production of key industry decision-making reports and analytics for distribution to HR, Business and Finance leaders.
• Collaborate effectively with finance and other internal stakeholders across all IGM companies.
• Identify opportunities and lead initiatives to enhance existing processes, tools and resources.
• Provide analytical/financial modeling leadership on various ad-hoc projects as required.

The following qualifications and skills set will assist the successful candidate in carrying out these responsibilities:

• University degree in Finance/Business/Accounting or equivalent
• CPA/CFA/MBA or working towards a professional designation is an asset
• 4+ years of progressive finance/accounting experience within the financial services industry
• Advanced financial and business modelling skills, including expert proficiency in Excel, VBA, Power Query and PowerPoint; PowerBI Skills are an asset
• Strong knowledge of accounting, statistics and corporate finance and proven analytical and problem-solving skills
• Self-starter and takes ownership, actively engaging with peers and other counterparts to deliver results.
• Ability to prioritize and effectively manage multiple tasks within tight deadlines on an ongoing basis.
• People-driven with strong communication and interpersonal skills

The expected annual base salary range for this role is $62,500-$75,500, 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-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• 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: voluntary Defined Contribution Pension Plan

• WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount 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.

IG 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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to

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

Please apply before March 6th, 2026.

LI-KN1

LI-Hybrid