Grade: P7

Referral Level: Level 2

Division: IGM Asset Management Operations

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 working remotely, 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.

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).
• Knowledge of tax reporting and filing procedures/regulations, including 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, and/or 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.

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 November 28, 2024.

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