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About the Role

This internship offers a unique opportunity to support strategic partner relationship management within Mackenzie Investments Distribution. You will gain experience in data analysis, market research, and AI automation, contributing to the growth and deepening of relationships with key third-party partners.

Responsibilities

• Support strategic partner relationship management by preparing meeting materials, agendas, and follow-ups, and maintaining action trackers for key initiatives.
• Analyze distribution and partner data (sales flows, asset trends, product mix, campaign results) to create dashboard and ad hoc insights that inform strategy and partner conversations.
• Experience applying AI automation to business processes, including designing, building, and using AI agents/agentic workflows to streamline work, improve efficiency, and solve practical business problems.
• Work with Regional Vice Presidents to coordinate client events, professional developments days and field engagement as required.
• Conduct competitive and market research on partner platforms and industry trends, summarizing insights and recommendations for the team.
• Maintain and enhance Google Gemini workbooks as a centralized repository for team shared sales tools, collateral and competitive insights, ensuring materials are organized, current, and easy to access.
• Partner with Wholesaling teams to assess marketing and collateral needs, translate requirements into clear briefs, and coordinate with Marketing to develop and deliver new sales tools in support of distribution priorities.

Requirements

• Registered students returning to school in 2027 in a related field (BCom, BA, BSc, etc.)
• Ability to work well in a team environment
• Excellent interpersonal, communication, judgment & decision-making skills
• Ability to self-motivate and prioritize time-sensitive deadlines
• Capable of applying sound judgment in constructing analysis and in formulating recommendations
• Resourceful and creative in solving new/non-recurring problems through research and well-supported analysis and business acumen
• Proficient in Microsoft Office applications, specifically Excel (pivot tables, formulas) and PowerPoint
• Experience with Salesforce.com is an asset
• Candidates must be enrolled in an undergraduate program and plan to return to school after completing the internship to be eligible to apply.
• Candidates must be eligible to work full-time for the entire duration of the program.

Skills

• Microsoft Office
• Excel
• PowerPoint
• Salesforce.com
• AI automation
• Data analysis
• Market research
• Google Gemini

Location

• Toronto

Work Type

• Hybrid
• Full-time

Experience Level

• Internship

Education Level

• Undergraduate program

Salary/Compensations

• $49,000 - $51,000 (prorated for the term)

Benefits

• Paid time off

About the Company

• IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets.
• 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.
• 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.

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.