Senior Manager Client Reporting

Job Description

Referral Level: Level 1

Mackenzie Investments

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.

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 .

Department Summary

The Client Reporting team supports the client reporting functions for Mackenzie, IG Wealth Management, Canada Life and Counsel. The team is accountable for the production, governance and delivery of client reporting documents including confirmations, statements, tax slips, MRFPs and Advisor and Client communication campaigns. The team manages key vendor relationships, drives regulatory compliance, and partners across business and technology teams to enhance the client reporting experience and mitigate operational, regulatory and reputational risk.

Position Summary

The Sr. Manager, Client Reporting is responsible for providing strategic leadership, oversight and direction for all client reporting activities across IGM businesses. This role is supported by a Manager and leads Analysts and cross-functional teams responsible for the timely and accurate production and delivery of client reporting documents. The incumbent develops and executes reporting strategies, oversees vendor governance, drives regulatory readiness, leads large-scale tax and reporting initiatives, and partners with senior leaders to continuously improve the client experience and operational effec...

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis.