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About the Role

Mackenzie Investments is seeking a strong leader with industry experience to develop and execute the national event strategy and annual event portfolio. This role involves strategy oversight for event planning, financial management, and team leadership to support business growth, advisor engagement, brand awareness, and sales objectives. The position also oversees governance and compliance for the event portfolio, leading a team responsible for 50-55 internal and external events with a budget of approximately $5.5 million.

Responsibilities

Partner with Retail Distribution leadership to develop and manage the annual event strategy, ensuring alignment with business priorities and sales objectives.
Lead the annual planning and calendarization process, considering market opportunities, geographic coverage, business priorities, resource requirements, and financial implications.
Coordinate event plans across various strategic partners and stakeholders to ensure alignment.
Conduct post-event reviews for future opportunities, leveraging past event data and ROI analysis to inform future strategy.
Source appropriate locations to meet program objectives and lead the team through the development of all logistical elements.
Ensure excellence in execution while adhering to compliance protocols and timelines.
Lead the development of the annual events budget in consultation with Retail leadership, Finance, and key business stakeholders.
Provide strategic recommendations regarding budget allocation to maximize national coverage, support business priorities, and optimize return on investment.
Maintain oversight of all event budgets, ensure controls are in place, and consistent templates are used.
Ensure team members effectively manage individual program budgets while maintaining accountability to overall financial targets and compliance requirements.
Monitor expenditures, forecasts, and risks from an aggregate perspective and implement corrective actions where required.
Provide quarterly updates and investment recommendations.
Lead the development and execution of the national roadshow strategy for approximately 30-35 Due Diligence meetings.
Balance the priorities of multiple business requirements to create an integrated approach that leverages scale, improves consistency, and delivers measurable cost efficiencies and synergies.
Support sales growth, brand awareness, and product confidence through roadshow strategy.
Lead the content development process for IG with product and National sales, guiding the content management process through development, production, and program readiness/execution.
Establish standards, processes, and best practices for roadshow planning and execution.
Ensure consistent client experience across all programs.
Apply financial discipline and oversight across business units to drive efficiencies and savings through coordinated program delivery.
Partner with Institutional Sales leadership to develop and deliver the annual preferred partner roadshow strategy.
Provide sourcing and operational oversight for the planning and execution of 13 roadshows delivered in a concentrated 3-week timeframe.
Ensure excellence in execution by balancing resource allocation with operational requirements to support growth in Institutional business.
Provide leadership, coaching, and mentorship to the team, fostering a culture of accountability, collaboration, innovation, and continuous improvement.
Establish clear goals, KPIs, priorities, and performance expectations.
Support employee development and create a collaborative and motivated culture.
Manage resource allocation within the portfolio, ensuring proper coverage and effective use of team capabilities.
Partner with broader events leadership to identify opportunities for resource sharing, collaboration, and cross-functional opportunities.

Requirements

Bachelor’s degree in Marketing, Communications, Hospitality Management, or Event Management.
Experience managing a national event portfolio exceeding $5M and delivering complex multi-city programs.
Minimum 10 years of experience in the event industry, in a leadership role, and experience in the financial services industry.
Proven experience leading complex cross-functional initiatives involving various departments and executive stakeholders.
Aggregate financial management experience of $5M+.
Experience and knowledge in registration platforms, hybrid events, and technical experience.
CRM experience/integration.
Experience leading risk management, contingency planning, crisis response, and duty of care.
Operational management experience.
Minimum BA, CMP, and preferred CMP and CMM (Certified Meeting Manager).
Bilingual is an asset.
Leadership and strong communication skills.
Stakeholder/executive management – influence without authority.
Change leadership.
Executive presence.
Enterprise leadership.
Strong presentation and facilitation skills.
Critical thinking and problem-solving abilities.
Proven leadership, including coaching and mentoring.
Strong decision-making skills.
Financial management skills.
Strategic thinking – long-term planning, enterprise.
Event production experience.
Innovative and problem-solving mindset.
Strong technical skills, analytical skills, and process orientation.
Position will require travel and flexibility to work under tight timelines and flexible hours leading up to a program and on site.
Expected to work outside regular business hours.

Skills

Event Strategy
Event Planning
Portfolio Management
Stakeholder Management
Financial Planning
Budget Management
Governance
Roadshow Strategy
Program Delivery
Execution Excellence
Team Leadership
Resource Management
Talent Development
Risk Management
Contingency Planning
Crisis Response
Duty of Care
Operational Management
Registration Platforms
Hybrid Events
Technical Experience
CRM
Bilingualism
Communication Skills
Influence Without Authority
Change Leadership
Executive Presence
Enterprise Leadership
Presentation Skills
Facilitation Skills
Critical Thinking
Problem Solving
Coaching
Mentoring
Decision Making
Strategic Thinking
Event Production
Innovation
Analytical Skills
Process Orientation

Location

Canada

Work Type

Hybrid

Experience Level

Minimum 10 years’ experience
Leadership role experience
Experience managing a national event portfolio exceeding $5M
Aggregate financial management experience, $5M+

Education Level

Bachelor’s degree in Marketing, Communications, Hospitality Management, Event Management
Minimum BA
CMP
CMM (Certified Meeting Manager)

Salary/Compensations

$121,500 - $164,000

Benefits

Competitive base salary
Performance-weighted bonus
Education/career support
Option to join Employee Share Purchase Plan with employer matching component
Competitive health and dental coverage
Flexible plan for you and your family
Short-term & long-term disability plans
Voluntary Group RRSP enrolment with employer matching component
Paid volunteer days
Competitive time off including 10 wellness days off
WorkPerks discount program
Hybrid & flex work arrangements
Engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background)

About the Company

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.
Mackenzie Investments is proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year 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.

Equal Opportunity

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.