Employment type: other Job Description Referral Level: Level 1 Mackenzie Investments 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 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. Overall Job Purpose We are hiring an AI Automation & Platform Engineer/Analyst to design and build the next generation of agent-driven workflows, automation systems, and internal tools. This role sits at the centre of STT’s mission to support current operations, evolve sales workflows and platforms, and prepare the organization for future capabilities such as AI and automation. Reporting to the Director, Sales Technologies, this is a hybrid analyst role and is ideal for someone who wants to combine agentic creation, data, development, and operational impact in a fast-moving sales environment. You’ll be part of a team of analysts and data specialists focused on driving the adoption of sales technologies and tools through day-to-day support, while collaborating closely with Sales Enablement, Analytics (SE&A), sales teams, and leadership. This role will focus on eliminating process friction and reducing manual effort by building intelligent, scalable solutions. In this role, you will combine deep technical expertise in AI and automation with hands-on exposure to sales operations, including intake management, adoption support, and continuous improvement across sales technology platforms. Technical Applied AI: Ability to implement natural language interfaces, agent behaviours, and tool-selection logic using platforms such as Copilot Studio. Technical Development: Hands-on ability to build or extend tools, scripts, or automation components that support agent functionality. Workflow Automation and Process Engineering: Experience translating real business processes into automated workflows with validation, approvals, and clear execution logic. Data Synthesis: Skill in combining data from multiple sources into coherent insights while understanding structure, relationships, and inconsistencies. Analytical Security, Governance, and Risk Awareness: Understanding of RBAC, data minimization, and safe execution patterns to ensure the agent operates within strict enterprise controls. System Design and Reliability Thinking: Ability to design resilient solutions with fallback logic, error handling, and graceful degradation when dependencies fail. Analytical Problem-Solving: Strong ability to diagnose workflow inefficiencies, identify automation opportunities, and measure impact using data. Sales Adoption Metrics: Deliver a monthly scorecard that provides insights to share and discuss with sales leadership to develop action plans. Operational Collaborate with Learning & Development and Sales Leadership to support and communicate learning opportunities, manage changes, and implement adoption activities. Create and maintain resources that support process adherence and ongoing adoption of sales reporting, technologies, and tools, including how-to videos, job aids, information sessions, and communications. Execute changes to the Salesforce.com platform and other technologies as required. Key Accountabilities Technical – Build AI Agents: Build multi-step orchestration agents across platforms such as Salesforce, Seismic, Jira, and Tableau, with an opportunity to contribute to AI governance policies and ethical-use frameworks. Drive Automation: Contribute to sales productivity initiatives through workflow improvements and the development of adoption dashboards that measure usage, engagement, and friction across sales tools. Provide data-driven insights to support adoption strategies. Develop Internal Tools: Build and maintain reusable components using HTML, JavaScript, and CSS that enable sales teams to create personalized advisor experiences. Operational – Streamline Issue Management: Capture, categorize, and analyze incoming requests and issues, identify repeatable patterns, and highlight high-impact automation opportunities. Support Sales Operations: Conduct root-cause analysis to diagnose issues across systems and document the results and recommendations. Adoption: Encourage the adoption of sales technologies and tools through day-to-day support of sales platforms, including Salesforce, Engage, Seismic, Morningstar, Stova, and RingCentral, to maximize the impact of Mackenzie’s investment in digital sales tools. Knowledge Sharing: Stay up to date on key industry trends, technologies, and updates from around the company. Regularly present updates and share knowledge with colleagues. Qualifications University degree: Undergraduate degree with a technology focus, such as software or data. Preferred: Software engineering focus or a master’s degree in software, data, or a technical field. Copilot Studio: Minimum 1 year; preferred 3 years. Power Automate (required): Min