Trust Accountant

Job Description:
Grade: P4
Referral Level: Level 1
Division: IGM-Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. 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 also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments 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.


Job Summary:
The Trust Accountant is responsible for managing cheques deposits and issuance, managing trust accounts, ensuring accurate and timely accounting of all trust transactions, including reconciliations and journal entries. The role requires expertise in accounting principles and financial reporting, as well as strong analytical skills and attention to detail. The ideal candidate should have experience in trust accounting and demonstrate excellent communication skills.

Responsibilities list:
Manage cheques deposits and issuance for all Mackenzie companies
Manage cash flows and transfers between various trust bank accounts
Manage trust accounts, ensuring accurate and timely accounting of all trust transactions, including reconciliations and journal entries
Monitor and analyze trust account balances and activity, identifying and addressing any discrepancies or issues
Prepare financial reports and statements related to trust accounts, including tax-related documentation
Collaborate with internal and external stakeholders, including clients, auditors, and legal counsel, to ensure compliance with applicable regulations and requirements
Provide guidance and support to other departments, such as legal and compliance, on trust accounting matters
Continuously review and improve accounting processes and systems to ensure efficiency and accuracy
Stay up to date with changes in accounting regulations and standards, and provide guidance to the team on any updates
Assist the Senior Trust Accountant or above with any additional tasks as necessary
Qualifications:
Bachelor's degree in Accounting or a related field
Minimum of 3-5 years of experience in trust accounting or a related field
Ability to work independently and manage multiple trust accounts
Strong knowledge of accounting principles and financial reporting
Excellent analytical and problem-solving skills
Strong attention to detail and accuracy
Excellent communication and interpersonal skills, with the ability to communicate complex financial information to non-financial stakeholders
Experience with accounting software and systems, preferably in a trust accounting context.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments 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 July 31, 2026.

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