Senior Specialist, Operational Data & Metrics

Division: Finance

Location:  Winnipeg/Toronto

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.

Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming 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 Role: The Senior Specialist, Operational Data & Metrics role is accountable for the ongoing Mackenzie Retail commission calculation, modeling, and validation process, ensuring accurate, timely, and well governed incentive outcomes for Mackenzie Investments’ Retail Distribution teams. The Senior Specialist acts as the subject matter expert on commission logic, models, data aggregation and calculations, partnering closely with Finance, Retail Sales, and Human Resources.

This is a high impact, highly visible role for a data driven professional who enjoys owning complex frameworks and influencing how performance is measured and rewarded across a national distribution team. This role sits at the intersection of data, incentives, and decision making. You’ll own a critical commission framework that directly impacts sales behaviour and leadership decisions, while helping modernize how incentive data is governed, automated, and analyzed across the organization.

Key Responsibilities

• Own and continuously evolve the end‑to‑end commission calculation framework, acting as the recognized subject matter expert for commission logic, controls, and data integrity
• Manage operational data workflows and oversee accurate and timely calculations for complex commissions processes
• Assess, design, and implement model changes driven by annual commission plan design and mid-year updates
• Analyze large, complex datasets to identify business trends, key performance indicators, and performance drivers, preparing and delivering insights to senior leadership
• Design scalable, well‑controlled analytical models using Excel (Power Query, advanced formulas, VBA, pivots), with opportunities to influence a strategic incentive tooling modernization project
• Partner with senior leaders across Finance, Sales, and Human Resources to assess incentive design impacts, model scenarios, and inform business decision; gather requirements to develop, test and implement high-quality solutions
• Conduct exploratory analysis using tools like Power BI/Tableau to support strategic planning, operational forecasting and performance measurement
• Maintain clear documentation of commission logic, assumptions, dependencies, and controls
• Deliver high‑quality, executive‑ready presentations and storytelling on commission outcomes, trends, and insights

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field
• Strong experience designing, validating, and governing incentive compensation or commission models (experience in financial services, wealth or asset management is strongly preferred)
• A control‑oriented mindset with the confidence to challenge assumptions and improve processes
• Advanced Excel expertise, including complex formulas, large-scale models, reconciliation logic and embedded controls
• Demonstrated ability to translate complex data and commission logic into clear, concise, executive‑level insights
• Strong knowledge of wealth and asset management products, markets, and distribution business models
• High attention to detail paired with the ability to think strategically and see the broader context
• Demonstrated expertise in financial modeling, scenario analysis, and decision support

The expected annual base salary range for this role is $65,000 - $91,00 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
• WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

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.

IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an 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.ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

Please apply before March 20th, 2026.