Plan Manager

Location: Winnipeg & Toronto

Division: IGM Asset Management Operations

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas 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 IGMs business model serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence.We are proud to be recognized as one of Canadas Top 100 Employers for the fourth consecutive yearsand one of Canadas 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 team is seeking a knowledgeable driven and inquisitive self-starter to join us as a Plan Manager. Reporting to the Senior Manager of Operations the successful candidate will provide operational guidance and direction across all levels of the organization for specific plan types and complex operational services. The goal is to ensure alignment across departments and companies and compliance with internal processes and regulatory obligations. This role will also serve as a divisional business expert representative. The Plan Manager will offer business and regulatory expertise for new technology and automation initiatives supporting decision-making processes to implement established business 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 alignment and compliance of policies procedures system infrastructure and company documents across companies with regulatory obligations.
• Provide operational business expertise on investment product changes/launches assessing their impact and application on our business. Review and interpret product-related documents offering guidance and recommendations for integration into our operational environment.
• Research and respond to exceptional technical and product inquiries from internal and external parties including sales marketing compliance plan sponsors advisors and regulators.
• Stay updated on regulatory requirements and changes determining their operational impact on company policies procedures and systems to ensure compliance.
• Participate in industry working groups to stay informed about developments and their impact on internal operations and/or service.
• Collaborate regularly with internal partners to ensure policies procedures training documentation marketing materials and applications are accurate and compliant with applicable regulations and internal practices.
• Support and provide guidance on technology and automation initiatives.
• Conduct research and evaluate different solutions/recommendations for integrating technology considering product and regulatory limitations/changes.

Knowledge and Skills Requirements

• Post-secondary degree or diploma in business or a relevant field.
• Over 5 years of experience in the Financial Services Industry.
• Advanced knowledge of Registered Plans (RRSP RRIF Locked-in Plans RESP RDSP TFSA FHSA and Pensions).
• Advanced knowledge of client account tax reporting and filing procedures/regulations
• Knowledge of FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard).
• Strong analytical problem-solving and organizational skills.
• Experience participating in project working groups.
• Proactive in a deadline-oriented environment with solid decision-making skills.
• Excellent interpersonal and communication skills both written and verbal.
• Effective presentation skills.
• Strong customer service orientation.
• Proficient with MS Office (Word Excel PowerPoint).
• Knowledge of internal systems SAS TreX Rbroker SSUI/Transact is an asset.
• In-depth knowledge of IG Wealth Management and/or Mackenzie Investments Administrative Policies and Procedures is an asset.
• Bilingual (English French preferred) is an asset.

Education

• University Degree ideally Business-related.
• Successful completion of IFIC CSC or Financial Planning courses is an asset.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary performance-weightedbonus education/career support option to join Employee Share Purchase Plan with employer matchingcomponent.

• 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:voluntaryGroup RRSP enrolment with employer matchingcomponent.
• WORK LIFE BALANCE:paid volunteer days competitive time off including 10 wellness days offWorkPerksdiscount 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).

• Opportunity to attend multiple client events throughout the year

• Opportunity toparticipatein our Inside Wholesaler Development Program IWDP (training & development to become a Business Development Manager/ Inside Wholesaler)

• In-person opportunity toparticipatein the National Sales Conference as well as sales training (opportunity to network with colleagues across the country)

• Any otherBenefits whichyou have worked out with HRBP Employment practices and Benefits team can be put on this.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe 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 providingbarrier-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 tosubmittheir resume and a cover letter detailing their qualifications and experience to thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Please apply by March 20 2026.

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