Senior Trust Accountant

Job Description

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 s 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 .

Job Summary

The Senior Trust Accountant is responsible for overseeing complex trust accounting functions to ensure accuracy, timeliness, and compliance with applicable regulations. This role serves as a senior technical resource within the team, providing expert guidance, resolving complex issues, and supporting enhancements to processes and systems. The position requires strong analytical capability, sound judgment, and effective collaboration with both internal and external stakeholders.

Key Responsibilities

• Perform and review complex trust accounting activities, including transaction processing, reconciliations, journal entries, and financial reporting.
• Monitor trust account balances and activity, identify discrepancies, investigate root causes, and ensure timely resolution.
• Prepare, review, and validate financial statements and reports related to trust accounts.
• Ensure all assigned tasks are completed accurately and within required timelines.
• Serve as a subject matter expert on trust accounting principles, policies, and regulatory requirements.
• Provide coaching, guidance, and knowledge sharing to Trust Accountants on accounting matters and exception handling.
• Review work completed by Trust Accountants to ensure accuracy, completeness, and compliance with standards.
• Collaborate with internal and external stakeholders—including auditors, legal, compliance, and business partners—to support audits, inquiries, and regulatory requirements.
• Provide clear, reliable support and advice to internal partners on trust accounting matters.
• Participate in continuous improvement initiatives to enhance trust accounting processes, controls, and operational efficiency.
• Support the implementation and optimization of trust accounting systems, tools, and reporting solutions.
• Identify opportunities to standardize workflows, strengthen controls, and reduce manual effort.
• Assist management with special projects, analysis, and ad hoc reporting requests.

Qualifications & Experience

• Bachelor’s degree in Accounting or a related field.
• Typically 5+ years of progressive experience in trust accounting or financial services.
• Experience with accounting platforms such as SAP, Recon Frontier, or other reconciliation systems is an asset.
• Familiarity with transfer agency systems such as SAS or Unitrax is an asset.
• Advanced proficiency in MS Office, especially Excel and PowerPoint.
• Strong analytical, problem‑solving, and attention‑to‑detail skills.
• Excellent communication and interpersonal skills, with the ability to explain complex issues to non‑financial stakeholders.
• Demonstrated ability to work independently, manage competing priorities, and collaborate effectively within a team environment.

The expected annual base salary range for this role is $ 58,000 -$70,500, 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

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 Group RRSP enrolment with employer matching component .
• 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.

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 .

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

Please apply by April 30, 2026.