Mackenzie Investments AVP, Product and Distribution Marketing in Toronto, Ontario

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $61.3 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $142 billion. We are committed to the financial success of investors, through their eyes.

The Marketing Planning & Strategy Team plays a pivotal role at Mackenzie by leading the development of effective Marketing plans and strategies that are aligned with its corporate goals, objectives, and strategies.

Reporting to the VP Marketing Strategy and Planning and serving as a leader in the marketing department the AVP Marketing Planning and Strategy is a visionary marketer leading a team of marketers in the development and deployment of advisor channel and fixed income marketing strategy.

Responsible for playing a lead role in communicating and understanding the advice channel needs and the wide array of asset management solutions available in Canada the AVP Marketing Strategy and Planning will:

  • Manage and collaborate with a team/s in preparing business cases, building financial models, conducting opportunity assessments, leading industry/market reviews.

  • Develop creative and logical recommendations to business/marketing problems by linking facts and insights from multiple sources (e.g. market research, competitive intelligence, client insights, industry reports, academic literature).

Assisting in the development of the Mackenzie’s annual marketing plan and resulting initiatives including identifying, understanding and reconciling any shifts in business needs, advisor and consumer insights and competitive and industry trends that may impact Mackenzie Investments or the financial services sector as a whole, recognizing the implications and proposing the appropriate strategies across various business units to address them.

Major Responsibilities Include:

Marketing Leadership

  • Lead a team of two strategic marketing members coaching, developing; ensuring role clarity and performance is assessed regularly to provide a high level of engagement and employee satisfaction

  • Build and manage close relationships with key business partners, both inside and outside of marketing, to understand and influence their strategies and priorities

  • Stay current on best practices and drive strategic thinking for Mackenzie’s evolving marketing mix to optimize performance and improve marketing mix effectiveness, prioritizing next steps for short- and long-term strategic planning purposes

  • Support efforts to better understand and improve the experience and resources for the advisor and investor inclusive of advancing existing platforms

  • Coordinate with internal teams to align marketing plans with enterprise goals and objectives

Marketing Strategy

  • Develop and implement integrated strategic marketing solutions addressing advice channel needs and drive positive Mackenzie brand perception

  • Drive the advisor channel marketing planning processes including; discussions cross-functionally to determine opportunities, identification of potential strategic initiatives and actions, perform feasibility studies and assist with the implementation of resulting efforts

  • Support the creation, management and execution of the strategic marketing plans for broad scope multi-channel and multi-segment initiatives

  • Translate the strategic marketing plan into tactical plans inclusive of content, campaigns, editorial, digital and media

  • Communicate the tactical plans by educating and influencing across multiple levels


  • Strong interpersonal and behavioral leadership skills

  • Excellent problem diagnose and analytical skills

  • Ability to focus on detail while understanding and always connecting to the big picture

  • Creative, outside of the box, thinker

  • Ability to gather relevant information and “connect the dots” to develop compelling stories

  • Ability to write and present concisely and persuasively

  • Strong business and financial acumen

  • Deep knowledge of the MS Office Suite especially – Excel and PowerPoint


  • University Degree (ideally in Commerce / Economics / or in other quantitative discipline)

  • MBA an asset


  • 10+ years of increasing experience in the area of marketing/business planning/strategy experience in progressive, data-driven organizations

  • Experience in financial services, organizations with a distributed sales force or consumer packaged goods would be an asset

Internal Applicants:

If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. The job grade for this role is 15. The referral bonus level is 3. All resumes should be received by April 27, 2016. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.

External Applicants:

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.

Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.

File # 17-057

Job Type (EN): Full Time

Job Industry (Choose up to 3 industries) (EN): Financial Services and Banking

Career Level (EN): Executive, Experienced