AI Automation & Platform Analyst (Senior Analyst)
Mackenzie Financial Corporation2 days ago
Toronto, CanadaSenior
Responsibilities
- Build multi-step orchestration agents across Salesforce, Seismic, Jira, and Tableau.
- Develop workflow automations with validation, approvals, fallback logic, error handling, and reliable execution patterns.
- Build and maintain reusable HTML, JavaScript, and CSS components for personalized advisor experiences.
- Create adoption dashboards and monthly scorecards measuring usage, engagement, friction, and sales technology impact.
- Capture, categorize, and analyze requests and issues to identify recurring patterns and automation opportunities.
- Conduct root-cause analysis across systems and document findings and recommendations.
- Support adoption of Salesforce, Engage, Seismic, Morningstar, Stova, and RingCentral through day-to-day platform support.
- Collaborate with Learning & Development and Sales Leadership on communications, learning opportunities, change management, and adoption activities.
- Create how-to videos, job aids, information sessions, and other process-adherence resources.
- Contribute to AI governance policies and ethical-use frameworks.
Requirements
- An undergraduate university degree with a technology focus such as software or data is required.
- A software engineering focus or a master's degree in software, data, or a technical field is preferred.
- At least 1 year of experience with Copilot Studio, Power Automate, SharePoint development, and .NET is required or specified.
- At least 3 years of experience with Jira and with HTML, JavaScript, and CSS is required or specified.
- Python experience is required or specified alongside HTML, JavaScript, and CSS experience.
- Experience with Tableau Prep, Tableau Creator, and Looker is required or specified; Power BI is preferred.
- Salesforce and Seismic experience is preferred, while Stova and RingCentral experience is nice to have.
- Six Sigma experience is nice to have.
- Knowledge of natural-language interfaces, agent behaviors, tool-selection logic, workflow automation, data synthesis, RBAC, data minimization, and safe execution patterns is expected.
- Strong analytical problem-solving, system design, reliability thinking, communication, and knowledge-sharing abilities are expected.
Benefits
- Annual short-term incentive eligibility, health and well-being benefits, retirement and savings plans, paid time off, and career development support.
- Competitive base salary, performance-weighted bonus, education and career support, and an employee share purchase plan with employer matching.
- Health and dental coverage, flexible family plans, and short-term and long-term disability plans.
- Voluntary Group RRSP enrollment with employer matching.
- Paid volunteer days, 10 wellness days off, WorkPerks discounts, and hybrid and flexible work arrangements.
- Hybrid work arrangement with three days per week in the office.
- Inclusive culture with employee-led Business Resource Groups and accessibility support.
Tech Stack
Categories
About Mackenzie Financial Corporation
Mackenzie Financial Corporation (Mackenzie Investments) provides mutual funds, ETFs, private markets, and institutional asset‑management services for Canadian retail investors and advisors, as well as institutions. It earns fees for managing investment funds and mandates and distributes products largely through financial advisors and platforms. Founded in 1967 and headquartered in Toronto, it operates as part of IGM Financial Inc., a Canadian wealth and asset management group.