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TJ
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IW
Plan Manager
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Added 1 hour ago
IW
Plan Manager
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ON · Ontario, Canada
- Full-time
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Plan Manager

ON, Canada
Ontario, Canada, Canada

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. · Full-time

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Job details

Pay: 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.
Job type: Full-time
Apply by: Dec 11, 2026
Experience: 5+ years of experience in financial services, preferably in registered plan administration and/or operations.
Posting language: English
Posted: Nov 11, 2026

Original job description

Division:  Asset Management Operations

Location:  Toronto/Winnipeg

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.

Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming 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 Defined Contribution Pension Plan
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.

IG 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.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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.

Please apply before November 23 2026.

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More about this job

Responsibilities

Provide operational and regulatory expertise on registered plans, investment products, and complex service matters, including responding to escalated inquiries and supporting tax and government reporting. Monitor regulatory changes, align policies, procedures, systems, and documents across the two organizations, and advise on product launches and technology and automation initiatives.

Requirements

Requires at least five years of financial services experience, preferably in registered plan administration or operations, with advanced knowledge of registered plans and related tax and government reporting. A post-secondary business or relevant degree or diploma, or equivalent experience, is required; strong analytical, communication, presentation, organizational, and stakeholder-service skills are also sought.

Skills

Registered Plan Administration
Tax and Government Reporting
Regulatory Compliance
RESP Administration
Government Incentives
Operational Guidance
Investment Product Operations
Regulatory Research and Interpretation
Analytical Problem-Solving
Cross-Functional Collaboration
Project Teamwork
Stakeholder Service
Written and Verbal Communication
Presentation Skills
Microsoft Office
Process and Systems Alignment

Benefits

Performance-Weighted Bonus
Education and Career Support
Employee Share Purchase Plan with Employer Matching
Health and Dental Coverage
Short-Term and Long-Term Disability Plans
Paid Volunteer Days
Paid Time Off
Wellness Days
WorkPerks Discount Program
Hybrid and Flexible Work Arrangements

Visa sponsorship

Not detected in the job text

Keywords

Registered Plans
RRSP
RRIF
Locked-In Plans
RESP
RDSP
TFSA
FHSA
Pensions
Tax Regulation
Government Reporting
CESG
CLB
QESI
Regulatory Compliance
Investment Products
Product Launches
Operational Policies and Procedures
Technology and Automation
SAS
Hyland OnBase
Salesforce
RBroker
SSUI/Transact
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Financial Services
Industry Working Groups

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Work requirements

Jobs in Canada