Cfa Level 2 Jobs in Ontario (NOW HIRING)

Grade: D7
Referral Level: Level 2
Division:MI-DR

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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 years 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. 

Why This Role Matters

We believe success is built on people, relationships and purpose. Canada’s asset management industry is constantly evolving and advisors are seeking strong partners who understand both markets and clients. In this role, you are a trusted resource, helping advisors navigate market conditions, regulatory shifts (e.g., Client Focused Reforms), and the growing complexity of client needs.

In this role, you’ll be part of a dynamic, supportive sales culture rooted in innovation, trust and collaboration, where diverse perspectives are welcomed and success is shared.  If you love building relationships, embracing challenges, and being rewarded for your results, this is an exceptional opportunity to grow your career in financial sales.

What The Role Is All About

As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you build strong relationships— while learning from a team that values both individual achievement and collective impact.

Key responsibilities include:

• Develop and execute your business plan for your assigned territory in partnership with your District-Vice-President to drive sales within your territory.
• Proactively uncover new business opportunities through outbound sales calls with financial advisors, building trust and identifying solutions that meet their needs.
• Leverage Mackenzie’s innovative investment solutions and deliver value-added insights to support advisors and enhance their client outcomes. 
• Provide ongoing support to Advisors on fund performance, market updates, Advisor Portal tools, and portfolio consultations.
• Collaborate across teams — internal BDM’s, wholesalers, product specialists, and leadership — to bring a consultative, team-based approach to sales success.

If you’re energized by connecting with people, solving problems, and achieving measurable results, this role offers the tools and support to help you succeed.

What Makes You a Great Fit

You’ll thrive in this role if you bring:

• Strong motivation to drive results, embrace creative ideas, and grow professionally.
• Demonstrated initiative by consistently exceeding the requirements of your position to set yourself apart in your role.
• Excellent communication skills and a genuine ability to build rapport with advisors from diverse backgrounds and regions.
• Curiosity about capital markets, investment products, and the evolving landscape of financial advice.
• A growth mindset — CFA, or CIM certifications are assets but not required.
• Previous experience within the Financial Services industry

The following are requirements for the role:

• (Outside of Quebec): A post-secondary degree is required
• (In Quebec): An undergraduate degree is required
• Completion of the Canadian Securities Course (CSC) or CFA Level I (required).

We encourage candidates who meet most, but not all, of the qualifications to apply — because potential and drive matter as much as experience.

What’s In It for You

When you succeed, we succeed together. Here’s what you can expect:

• National exposure through participation in the Canadian National Sales Conference and regional events.
• Investment in ongoing training and development — including access to national sales conferences, events and product education.
• You’ll receive sales training in conceptual selling, tailored to the Canadian market.
• Wholesaler Development Program (WDP) — a structured training path to help you continue advancing your career.
• The opportunity to work alongside diverse, collaborative professionals who value innovation and partnership. 

The expected annual pay range for this position is $103 000- $130 000, which includes base salary and variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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 providing barrier-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.    

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.  

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. 

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