Senior Analyst Client Insights

Job Description

Grade: P6 Referral Level: Level 1 Division: IGM-COD

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 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.

The Senior Analyst, Client Insights provides analytical support, reporting expertise and meaningful insights that help leadership make informed decisions. The role requires strong analytical thinking, the ability to simplify complex data, and the confidence to engage directly with stakeholders at all levels. The analyst owns recurring reporting, develops dashboards, and leads or contributes to analytical projects that improve the client and advisor experience.

• Translate raw data into meaningful insights, visualizations and recommendations for business partners.
• Develop, enhance and maintain dashboards and recurring reports used by senior leaders.
• Conduct ad‑hoc analyses to address emerging questions related to client and advisor experience.
• Prototype and test new analytical approaches; refine outputs based on feedback.

• Manage end‑to‑end delivery of recurring reporting cycles, including data collection, validation and quality assurance.
• Coordinate inputs from multiple stakeholders to ensure reports are accurate and delivered on time.
• Troubleshoot data or automation issues and collaborate with Technology teams when required.

• Work with cross‑functional partners to gather requirements, understand business needs and align on analytical deliverables.
• Present insights clearly and confidently to leaders, including Directors and VPs.
• Build trusted relationships as a reliable resource for data‑driven decision‑making.

• Identify opportunities to enhance existing dashboards and reporting processes.
• Recommend and implement improvements that increase efficiency, clarity or business value.

• Coach junior analysts, interns and rotational staff by reviewing work, guiding requirement collection and supporting review sessions.
• Contribute to team planning and recruitment activities, as needed.

• Strong analytical skills with experience transforming complex data into actionable insights.
• Proficiency with business intelligence tools (e.g., Power BI & Looker).
• Proficiency with SQL.
• Ability to validate data, diagnose reporting issues and recommend solutions.
• Data storytelling is required and considered a core competency.
• Power Apps, Power Automate, Python and R script knowledge are considered an asset.

• Clear, concise communicator able to tailor messages to senior audiences.
• Strong ability to structure insights and provide well‑supported recommendations.

• Demonstrated ability to prioritize effectively in a fast‑paced environment.
• High attention to detail and strong execution discipline.

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary,…