Teams at Mackenzie Investments

Manages mortgage finance operations, including securitization investments, mortgage financing and sales transactions, interest rate derivatives, financial forecasting, valuation, liquidity and capital management, and financial risk reporting. The role also supports corporate development through analysis, valuations, due diligence, and process development while maintaining accurate valuation-system records.

Leads client reporting operations across multiple financial services businesses, overseeing statements, confirmations, tax slips, communications, vendor governance, regulatory readiness, production issues, and reporting initiatives. Manages teams and cross-functional stakeholders, develops strategic roadmaps, leads tax and transformation programs, establishes governance frameworks, and improves reporting quality, efficiency, and client experience. The role also provides executive metrics and supports regulatory and production-cycle requirements.

Develop and execute territory business plans, generate new business through outbound calls to financial advisors, and promote Mackenzie investment solutions. Build trusted advisor relationships, provide support on fund performance, markets, portfolio consultations, and portal tools, and collaborate with wholesalers, product specialists, and leadership. The role requires strong communication, financial-services interest, sales motivation, and knowledge of capital markets and investment products.