Grade: S6
Referral Level: Level 2
Division: IGM-AMO

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 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 Data Integrity and Plan Manager team is seeking a knowledgeable, driven, and inquisitive self-starter to join us as a Senior Associate, Data Integrity. Reporting to the Senior Manager Operations Services, Specialized Operations and Relationship Management, the successful candidate will maintain operational controls, reporting and provide oversight of key administrative functions. The Senior Associate will provide support for our regulatory periodic government filings and will continually look for opportunities for administrative efficiencies.   

Key Responsibilities

• Generate and review reports to ensure integrity of client data and transactional information.
• Investigate client data anomalies and missing data, research solutions and assist in making corrections
• Provide transactional and client account data support to resolve issues.
• Stay updated on regulatory filing requirements and changes, work with business partners to ensure updates are incorporated into the filing processes.
• Provide support and oversight of periodic government filings.
• Research and respond to exceptional technical and transaction inquiries from internal teams and assist with regulatory inquiries and data reviews.
• Work with business partners to provide data for audits and inquiries from regulatory partners.
• Identify transactional issues requiring investigation and opportunities for operational efficiencies.
• Liaise with internal business partners and our system vendors to investigate transactional difficulties.

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.
• Exceptional knowledge of internal systems, particularly SAS screens and transactions
• Strong analytical, problem-solving, and organizational skills.
• Knowledge of tax slip reporting and filing procedures/regulations, including annual tax slip filings for registered and non-registered plans, TFSA annual information filings and FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) annual.
• Strong knowledge of Registered Plans (RRSP, RRIF, Locked-in Plans, RESP, RDSP, TFSA, FHSA, and Pensions) and taxation of these plans.
• Knowledge of mutual fund taxation
• Proficient with MS Office specifically Excel, demonstrating the ability to efficiently work with large volumes of transactional data.
• Ability to program and develop MACROs is an asset.
• Proactive in a deadline-oriented environment with solid decision-making skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong customer service orientation.
• In-depth knowledge of Mackenzie Investments Administrative Policies and Procedures.
• Bilingual (English, French preferred) is an asset.
  
  

Education

• University Degree, ideally Business or data analytics 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 September 24, 2025.

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