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About the Role

IGM Financial is seeking a Vice President, Sales Effectiveness and Productivity to lead technology strategy, product delivery, and modernization for IG Wealth Management's core advisory and productivity capabilities. This executive will shape and execute a portfolio strategy to drive business growth, enhance advisor productivity using AI, and lead digital transformation. The role involves end-to-end accountability for Advisor Applications, Productivity Applications, Data, and Integration, focusing on investment priorities, execution outcomes, and value realization.

Responsibilities

Lead the deployment of AI solutions and AI agents across digital platforms to improve advisor effectiveness and scale productivity.
Define and track measurable value realization from AI-enabled capabilities.
Drive AI enablement and upskilling across delivery teams.
Own the full Software Delivery Lifecycle, integrating AI into engineering and deployment practices.
Own portfolio-level backlog prioritization and sequencing.
Proactively identify and manage delivery risks and interdependencies.
Serve as a strategic technology partner to the IG Wealth Management executive team.
Influence and align leaders across Business, Data, and Technology platforms.
Lead cross-portfolio coordination across IG Wealth Management and Mackenzie Investments.
Oversee delivery of complex business, digital, and technology programs aligned to enterprise Objectives and Key Results (OKRs).
Translate enterprise strategy into portfolio OKRs and cascade into pod-level priorities.
Monitor and report on performance against OKRs and value realization metrics.
Own portfolio prioritization, governance decisions, and strategic trade-offs.
Provide executive stewardship over portfolio capacity, funding allocation, and budget performance.
Align resourcing with delivery commitments.
Lead inputs into quarterly and annual governance forums.
Lead, develop, and mentor a high-performing technology organization.
Partner with chapter leaders to define technical standards, build critical capabilities, and sustain a strong talent pipeline.
Drive adoption of Agile and AI-enabled ways of working.
Manage strategic relationships across a diverse vendor ecosystem.
Balance build vs. buy decisions.
Ensure vendor contributions align with enterprise architecture, standards, and value outcomes.

Requirements

Proven success leading large-scale technology and digital portfolios in the financial services industry.
Deep wealth management experience and strong understanding of advisor, client, dealer, and platform ecosystems.
Demonstrated experience supporting wealth management business priorities, including advisor productivity, sales effectiveness, practice management, client experience, and regulatory or operational considerations.
Demonstrated ability to operate credibly at the executive level while driving disciplined execution.
Experience managing portfolio prioritization, trade-offs, funding, and cross-functional dependencies in a scaled delivery model.
Demonstrated experience delivering AI-enabled solutions that drive measurable business value.
Strong end-to-end Software Delivery Lifecycle experience, including use of modern engineering practices and AI-assisted tools.
Deep experience with enterprise platforms such as Salesforce, workflow automation, and wealth/dealer platforms (e.g., Broadridge).
Proven ability to translate enterprise strategy into prioritized roadmaps and measurable outcomes using OKRs.
Experience defining and tracking value realization frameworks tied to business performance.
Strong understanding of governance, performance management, and data-driven decision making.
Strong understanding of Agile ways of working, with experience leading cross-functional, persistent delivery pods.
Experience operating within a portfolio-based or product-based delivery model.
Exceptional executive presence, communication, and stakeholder management skills.
Experience managing complex vendor ecosystems and external partnerships.

Skills

AI Strategy
Automation
Value Realization
AI Solutions
AI Agents
Digital Platforms
Advisor Effectiveness
Productivity
AI-enabled Capabilities
AI Enablement
Upskilling
Software Delivery Lifecycle
AI Integration
Engineering Practices
Portfolio Prioritization
Risk Management
Interdependency Management
Business Partnership
Enterprise Alignment
Data Platforms
Scalable Solutions
Reusable Solutions
OKRs
Performance Management
Portfolio Governance
Funding Management
Capacity Management
Agile
AI-assisted Ways of Working
Vendor Management
Ecosystem Strategy
Salesforce
Workflow Automation
Wealth/Dealer Platforms
Broadridge
Stakeholder Management
Executive Presence
Communication

Location

Toronto
Winnipeg

Work Type

Hybrid

Experience Level

Vice President
Executive

Benefits

Competitive base salary
Performance-weighted bonus
Education/career support
Employee Share Purchase Plan with employer matching
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
Paid volunteer days
Competitive time off
10 wellness days off
WorkPerks discount program
Hybrid & flex work arrangements

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 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.