Membership Manager

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Ontario Professional Planners Institute

Position: Membership Manager

Reports to: Director of Finance and Administration                                   

Revision Date: February 15, 2023


About Us:

OPPI derives its mandate from the Ontario Professional Planners Institute Act, which came into force in December 1994. OPPI also has the mandate to grant the Registered Professional Planner (RPP) designation, govern the rights and responsibilities of its members, and set academic, experience and examination requirements for membership. The Institute's policies and procedures are set out in the OPPI By-Law.

OPPI is led by a volunteer Council elected by the membership. Online nominations to participate as a member of Council are accepted annually between February 1 and April 1. Council is supported by Standing Committees, District Teams, Program Committees and Strategy Groups.

As a not-for-profit, OPPI is funded entirely by membership fees, program and activity revenues. These may include advertisements in the Y Magazine and naming and sponsorship opportunities. A sponsorship with OPPI offers a prime opportunity to showcase partner organizations to professional planners and municipal decision-makers. To explore these opportunities, contact our Director of Finance & Administration.

Volunteer Leadership sits at the heart of OPPI. Member participation is sought through District Teams, Program Committees and Strategy Groups. Members also contribute to events, oversee exams, mentor new planners and fill other roles that are key to the development and support of their fellow RPPs.



Here at the Ontario Professional Planners Institute, proper fit is everything. We believe in hiring for attitude, skills, and potential.

We are interested in meeting a wide variety of innovative individuals interested in working for a non-profit organization to come and join our team. We want to provide you with the opportunity to grow your career with us.

Currently, we are looking for a responsible and motivated team member in the role of Membership Manager in our North York office.

If you think you would be a great fit for our team, please apply today.


What the Company Will Give to You:

  • Competitive wages
  • Benefits package– including health care, dental, vision, etc.
  • Matching RRSP
  • Summer hours (extended long weekends)
  • Hybrid opportunity (1-2 days in office per week)


About the Position:

The individual in this role is responsible for all aspects of the life cycle of a member of the Institute. As a regulator for the profession and the RPP designation, individuals must meet specific criteria for membership, meet professional standards established by the Professional Standards Board to become an RPP and comply with the Institute’s Code of Conduct, Code of Ethics and Continuous Professional Learning (CPL) requirements to maintain their membership.

The Membership Manager is responsible for membership outreach, which includes recruitment and retention of members. They manage the data integrity of the membership database, all aspects of membership certification, and maintenance and renewal in accordance with standards and criteria as set out in legislation, the OPPI by-law and policies and procedures. The Membership Manager ensures that the Institute has technology in place to support membership including demographics, records (digital), financial transactions and CPL compliance. They work collaboratively across the organization to ensure member programs and communications support recruitment and retention efforts.


Principal Responsibilities:

As the Membership Manager, your duties and responsibilities include but are not limited to:

  • Manages OPPI’s membership registration and certification process, maintaining all related membership policies and procedures, escalating pertinent issues contrary to membership standards to the Registrar.
  • Supports the implementation and monitoring of mandatory continuous professional learning (CPL) standard for member compliance, including the annual audit of member CPL reporting records.
  • Manages membership recruitment initiatives and the annual renewal process.
  • Manages membership reporting, recordkeeping, renewal reminder eblasts and direct communication with members.
  • Manages OPPI’s membership outreach program and oversees its implementation, working with volunteers and committees.
  • Manages OPPI’s scholarship program and oversees its implementation.
  • In collaboration with other, establishes membership metrics to measure the progress and success of OPPI’s Membership Engagement Strategy, understanding its effectiveness and recalibrating as needed.
  • Takes full ownership of Association Management System (AMS) and becomes the main point of contact in all related matters
  • Maintains data integrity for member profiles in accordance with government legislation for data privacy, security, related policies and procedures.
  • Develops and maintains a system to create and maintain member data reports used for dissemination of information to members, and for statistical and benchmark reports.

*Other duties as required


Requirements and Competencies:

  • Post-Secondary Degree or equivalent in experience. CSAE membership preferred.
  • 3 - 5 years of experience working in non-profit associations with focus on membership and / or chapters
  • 3 - 5 years of relevant work experience including data management, statistical analyses and survey methodology and development and proficiency in management of data integrity and data report systems
  • Association database management expertise and experience with data migration to new database
  • Computer Literacy in a Windows environment including website navigation and social media platforms (High proficiency in Excel and Data Analytics highly preferred)
  • Working knowledge of establishing metrics as a measurement and strategic decision-making tool