Plan Manager

Job Description

Location: Toronto/Winnipeg

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, we believe being invested starts with our people. 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.

The Role:

The Plan Manager and Data Integrity team is seeking a knowledgeable, driven, and inquisitive self-starter to join us as a Plan Manager. Reporting to the Senior Manager of Operations, you will provide operational guidance and direction at all levels of the organization on registered plans and complex operational services. You will help ensure our processes, systems, and documents stay aligned across Mackenzie Investments and IG Wealth Management and comply with regulatory, tax, and government reporting obligations.

As a divisional business expert, you will also bring business and regulatory expertise to technology and automation initiatives, supporting decisions on how best to implement solutions.

Key Responsibilities

• Serve as the operational business expert within the Mackenzie and IG Wealth Management service organization regarding Registered Product and Tax Regulation for IGM Financial Investment product initiatives.
• Ensure policies, procedures, system infrastructure, and company documents are aligned across both companies and comply with regulatory obligations.
• Provide operational expertise on investment product changes and launches, assessing business impact and recommending how to integrate them into our operational environment.
• Research and respond to complex or escalated technical and product inquiries from internal and external parties, including sales, marketing, compliance, plan sponsors, advisors, and regulators.
• Apply tax and government reporting requirements for registered plans, and support related filings, remediation, and regulator or agency inquiries.
• Monitor and interpret regulatory, tax, and government reporting requirements and changes, determining their operational impact on policies, procedures, and systems to ensure compliance.
• Represent the organization in industry working groups to stay informed about developments and their impact on internal operations and service.
• Collaborate with internal partners to ensure policies, procedures, training documentation, marketing materials, and applications are accurate and compliant with regulations and internal practices.
• Support and guide technology and automation initiatives, evaluating solutions and recommending approaches that account for product and regulatory limitations and changes.

Knowledge and Skills Requirements

• 5+ years of experience in financial services, preferably in registered plan administration and/or operations.
• Advanced knowledge of Registered Plans (RRSP, RRIF, Locked-in Plans, RESP, RDSP, TFSA, FHSA, and Pensions), including related tax and government reporting requirements.
• Strong working knowledge of RESP administration, government incentives (CESG, CLB, QESI), and related regulatory reporting requirements.
• Strong analytical, problem-solving, and organizational skills.
• Experience contributing to cross-functional project teams and working groups.
• Proactive, with sound decision-making skills and the ability to manage competing deadlines.
• Excellent written, verbal, and presentation skills, including the ability to explain technical regulatory concepts to non-technical audiences.
• Effective presentation skills.
• Strong client and stakeholder service orientation.
• Proficient with MS Office (Word, Excel, PowerPoint).
• Familiarity with internal systems, including SAS, Hyland OnBase, Salesforce, RBroker, and SSUI/Transact, is an asset.
• Familiarity with IG Wealth Management and/or Mackenzie Investments administrative policies and procedures is an asset.
• Bilingual in English and French is an asset.

Education

• Post-secondary degree or diploma in business or a relevant field, or equivalent experience.
• Successful completion of financial planning courses is an asset.

The expected annual base salary range for this role is $69,500 - $100,500 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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

Please apply by November 23 2026.

#LI-JS2

#LI-Hybrid