Summary

Division: IGM-FinanceLocation: Winnipeg   IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.    Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.   At IG Wealth Management, our vision is to inspire financial confidence.   This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.   You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.   IG Wealth Management 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.   The Business Intelligence and Foresight team is an integral part of the IGM Strategy, Planning, and Analysis function and is responsible for planning & forecasting infrastructure/support, core expense and FTE reporting, ownership of chart of accounts relating to Expense Management within SAP, development and maintenance of data models within data warehouses, as well as spearheading numerous projects relating to exploration of data within the SAP HANA/BW environments leading to automation of key reports. The team also collaborates extensively across IGM Strategy, Planning, and Analysis; IGM Data Services; and reporting functions within Finance & Distribution.   We’re seeking a detail-oriented and collaborative professional to join our Planning, Reporting & Analytics team. The Snr Specialist, Dashboards & Analytics role is critical in supporting data-driven decision-making across SP&A functions.   Responsibilities include: Data Preparation & Reporting Lead the preparation and delivery of accurate, timely reporting using tools such as Power BI, Tableau, and Looker.    Process Optimization & Communication Identify opportunities to streamline planning and reporting workflows while facilitating clear communication with business stakeholders.   Tool Expertise Utilize a diverse set of data preparation and reporting tools—including Power Query, Alteryx, Tableau Prep, HANA Studio, and Excel models—to support analytics and planning activities. This includes executing critical monthly ETL processes and providing support for both monthly reporting and biannual forecasting requirements.   Cross-Team Collaboration Partner with various business units to enhance reporting and planning processes, ensuring alignment with SP&A objectives.   Modernize ReportingDrive the evolution of reporting tools and practices—transform static dashboards into dynamic, insight-rich platforms that empower smarter decisions.   Carry out ad-hoc tasks as required   Qualifications: Business degree and/or 3+ years of progressive Business Intelligence, Financial Modelling/Analysis or related field experience Proficiency in data visualization softwares such as Tableau, Power BI, etc. Experience in working with SAP suite of solutions will be considered an asset Intermediate proficiency with Excel, PowerPoint and VBA Proven ability to design, build, and maintain dynamic dashboards using tools such as Power BI, Tableau, and Looker. Skilled in transforming complex datasets into intuitive visualizations that drive strategic insights and support executive decision-making. Strong ability to understand applications of data and analyze results Proven analytical and problem-solving skills Advanced business modelling skills, including expert proficiency in Excel, VBA and SQL Ability to manage multiple tasks within tight deadlines on an ongoing basis Strong communication, interpersonal and presentation skills   Please visit our career page by clicking on the following link: 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.   IG Wealth Management 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.   Please apply by September 25, 2025.    #LI-KN1 #LI-Hybrid

Description

 

Division: IGM-Finance
Location: Winnipeg

 

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. 

 

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

 

At IG Wealth Management, our vision is to inspire financial confidence.

 

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

 

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

 

IG Wealth Management 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.

 

The Business Intelligence and Foresight team is an integral part of the IGM Strategy, Planning, and Analysis function and is responsible for planning & forecasting infrastructure/support, core expense and FTE reporting, ownership of chart of accounts relating to Expense Management within SAP, development and maintenance of data models within data warehouses, as well as spearheading numerous projects relating to exploration of data within the SAP HANA/BW environments leading to automation of key reports. The team also collaborates extensively across IGM Strategy, Planning, and Analysis; IGM Data Services; and reporting functions within Finance & Distribution.

 

We’re seeking a detail-oriented and collaborative professional to join our Planning, Reporting & Analytics team. The Snr Specialist, Dashboards & Analytics role is critical in supporting data-driven decision-making across SP&A functions.

 

Responsibilities include:

  • Data Preparation & Reporting

Lead the preparation and delivery of accurate, timely reporting using tools such as Power BI, Tableau, and Looker. 

 

  • Process Optimization & Communication

Identify opportunities to streamline planning and reporting workflows while facilitating clear communication with business stakeholders.

 

  • Tool Expertise

Utilize a diverse set of data preparation and reporting tools—including Power Query, Alteryx, Tableau Prep, HANA Studio, and Excel models—to support analytics and planning activities. This includes executing critical monthly ETL processes and providing support for both monthly reporting and biannual forecasting requirements.

 

  • Cross-Team Collaboration

Partner with various business units to enhance reporting and planning processes, ensuring alignment with SP&A objectives.

 

  • Modernize Reporting
    Drive the evolution of reporting tools and practices—transform static dashboards into dynamic, insight-rich platforms that empower smarter decisions.

 

  • Carry out ad-hoc tasks as required

 

Qualifications:

  • Business degree and/or 3+ years of progressive Business Intelligence, Financial Modelling/Analysis or related field experience
  • Proficiency in data visualization softwares such as Tableau, Power BI, etc.
  • Experience in working with SAP suite of solutions will be considered an asset
  • Intermediate proficiency with Excel, PowerPoint and VBA
  • Proven ability to design, build, and maintain dynamic dashboards using tools such as Power BI, Tableau, and Looker.
  • Skilled in transforming complex datasets into intuitive visualizations that drive strategic insights and support executive decision-making.
  • Strong ability to understand applications of data and analyze results
  • Proven analytical and problem-solving skills
  • Advanced business modelling skills, including expert proficiency in Excel, VBA and SQL
  • Ability to manage multiple tasks within tight deadlines on an ongoing basis
  • Strong communication, interpersonal and presentation skills

 

Please visit our career page by clicking on the following link: 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.

 

IG Wealth Management 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.

 

Please apply by September 25, 2025. 

 

#LI-KN1

#LI-Hybrid

 

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