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Added 8 hours ago
JI
Senior Project Manager – ERP Implementations | Gestionnaire de projets senior – Implantations ERP
Jesta I.S.
Montreal, QC
- Full-time
Hybrid work: two days per week in our Montreal office
Added 14 hours ago
OH
Manager, Mental Health & Addictions CoE
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
Help shape access, quality and funding for highly complex, resource-intensive mental health and addictions services across Ontario. In this fast-paced role, you will develop, implement and…
Added 15 hours ago
M
Senior Manager, Valuations
MNP
Vancouver, BC
- Full-time
Make an impact with our Valuations team as a Senior Manager. This diverse team of professionals works with clients on a wide range of business disputes and irregularities and applies…
Added 16 hours ago
M
Senior Product Delivery Manager
Manulife
Toronto, ON
- Full-time
Manulife is seeking a highly motivated Senior Product Delivery Manager to join our Global Wealth and Asset Management (GWAM) Technology team. This role sits at the intersection of business,…
Added 20 hours ago
PC
Accounts Payable Supervisor
PwC Canada
Toronto, ON
- Full-time
Handle any Accounts Payable related issues that are escalated to the Senior Finance Manager, Functional Leader or the Executive Team
Added 21 hours ago
M
GRO – Marketing & Strategy
Manulife
Toronto, ON
- Full-time
Support product operations: Maintain and author product guidance, process documentation and supporting materials under the guidance of senior team members, helping make GDS processes clear…
Added 21 hours ago
M
Manager, Software Development and Architecture
Moneris
Toronto, ON
- Full-time
Reporting Relationship: You will report to the Senior Manager, Software Development and Architecture.
Added 21 hours ago
KM
Service Operations Administrator (GTA)
Konica Minolta Business Solutions Canada
Mississauga, ON
- $42,609.32 to $61,251 CAD / year
- Full-time
 As assigned/requested by National Field Technical Support Manager/ Senior Director, Service Operations
Added 21 hours ago
KM
Cyber Security Analyst (GTA)
Konica Minolta Business Solutions, U.S.A., Inc.
Mississauga, ON
- Full-time
Rarely needs to escalate issues to a more senior resource
Added 21 hours ago
KM
Service Operations Administrator (GTA)
Konica Minolta Business Solutions, U.S.A., Inc.
Mississauga, ON
- Full-time
 As assigned/requested by National Field Technical Support Manager/ Senior Director, Service Operations
Added 22 hours ago
CI
Operations Supervisor
Colliers International
Whitby, ON
- Full-time
The Operations Supervisor conducts regular team meetings, coordinates staffing and work schedules, monitors completed work, supports employee development, and provides technical guidance to…
Added 23 hours ago
OH
Manager, Mental Health & Addictions CoE
Ontario Health
Toronto, ON
- Full-time
Help shape access, quality and funding for highly complex, resource-intensive mental health and addictions services across Ontario. In this fast-paced role, you will develop, implement and…
Added 1 day ago
IW
Plan Manager
IG Wealth Management
MB · Manitoba, Canada
- Full-time
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…
Added 1 day ago
IW
Plan Manager
IG Wealth Management
ON · Ontario, Canada
- Full-time
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…
Added 1 day ago
ES
Facilities Maintenance Coordinator
Equans Services Canada & US
Toronto, ON · Scarborough, ON
- Full-time
Take direction from the Facility Manager with respect all services, maintenance, and operational requirements as well as assist and support efficiencies and enhancements with the peers to…
Added 1 day ago
SC
Compensation Manager (70306990)
Sodexo Canada Ltd
Montreal, QC
- $100,000 to $130,000 CAD / year
- Full-time
…sphères de nos activités, de la planification stratégique et des opérations aux fonctions de soutien axées sur les personnes. Ensemble, nous créons les conditions qui permettent à nos…
Added 1 day ago
MF
Plan Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
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…
Added 1 day ago
MF
Senior Analyst, Institutional Client Service
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 1 day ago
PC
Manager, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
In our Financial Services Risk and Regulation practice, we support banks, insurers, asset and wealth managers, and other financial institutions in designing, assessing, implementing and…
Added 1 day ago
C
Program Manager, Indigenous & Northern Services
Catalyste+
Toronto, ON
- Full-time
Reporting directly to the Sr. Manager, NRIPSD, the Program Manager, INS is responsible for the planning, coordination, implementation, monitoring, and continuous improvement of Catalyste+…
Added 1 day ago
P
Manager, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
In our Financial Services Risk and Regulation practice, we support banks, insurers, asset and wealth managers, and other financial institutions in designing, assessing, implementing and…
Added 2 days ago
D
Sr. Project Manager, Owners Engineering
DNV
Toronto, ON
- Full-time
DNV’s Owner’s Engineering (OE) team is seeking a Senior Project Manager-Owner’s Engineering to perform a variety of engagements related to storage, solar, wind and other emerging…
Added 2 days ago
TT
Gestionnaire de la réussite client - Customer Success Manager
trane technologies
Montreal, QC
- Full-time
…intégrer les analyses et recommandations de BrainBox AI dans les opérations et flux de travail quotidiens de leurs…
Added 2 days ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…start and Workday restricted periods. Work directly with Sales Operations, People Data Services, PBPs, and the business leaders who will feel the impact, so Day-1 fiscal-year changes such…
Added 2 days ago
BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Minimum 5 years of relevant experience, ideally at a more senior level.

Plan Manager

Toronto, ON, Canada
Greater Toronto Area, ON, 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.

Apply on careersen-mackenzieinvestments.icims.com About employer

Applications open in a new tab.

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.
Apply by: Nov 24, 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

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.

Apply on careersen-mackenzieinvestments.icims.com About employer

More about this job

Responsibilities

The Plan Manager provides operational guidance on registered plans and ensures organizational processes comply with regulatory, tax, and government reporting obligations. They also act as a business expert for technology and automation initiatives to support product launches and operational improvements.

Requirements

Candidates must have 5+ years of experience in financial services, specifically in registered plan administration and operations. A post-secondary degree or diploma in business or a relevant field is required, along with strong analytical and communication skills.

Skills

Registered plan administration
Tax regulation
Government reporting
Analytical skills
Problem-solving
Project management
Communication skills
Presentation skills
Stakeholder management
MS Office
SAS
Hyland OnBase
Salesforce
RBroker
SSUI/Transact

Benefits

Performance-weighted bonus
Education and career support
Employee Share Purchase Plan
Health and dental coverage
Short-term and long-term disability plans
Group RRSP
Paid volunteer days
Wellness days
WorkPerks discount program
Hybrid 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
Compliance
Operations
Financial Services
Asset Management
Automation
SAS
Hyland OnBase
Salesforce
RBroker
SSUI/Transact
CESG
CLB
QESI
Business Expert
Regulatory Reporting

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