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About the Role

We are looking for a Registered Plans Administrator to join our Operations team for a 6-month term. Reporting to the Supervisor, Registered Plans, the incumbent is responsible for processing registered plan requests within the IIROC platforms.

Responsibilities

• Administer registered plans and process requests such as de-registrations, de-materializations, and special withdrawals.
• Ensure registrations, contributions, and withdrawals comply with regulatory deadlines for RESPs, RRSPs, TFSAs, RRIFs, FHSA, etc.
• Review, process, and settle all registered plan requests within Service Level Agreement timelines and escalate issues requiring management review and action.
• Complete IIROC registered plan audits within internal and regulatory deadlines.
• Collaborate with teams responsible for taxation, estates, transfers, new accounts, and client account management for necessary registered plan updates.
• Actively participate in Registered Plan Committee meetings to ensure fiduciary and regulatory changes are applied to procedures and manuals, which must be kept up-to-date.
• Stay informed about CRA, Revenu Québec, Employment and Social Development Canada, and trustee regulatory changes by consulting relevant legislation, press releases, and industry newsletters.

Requirements

• Post-secondary education and/or equivalent experience.
• Minimum of 2-3 years of experience in the financial services sector, preferably in registered plans or operations.
• Excellent communication skills.
• Ability to work independently and as part of a team.
• Excellent organizational and time management skills with a high attention to detail.
• Proactive problem-solving aptitude and strong analytical skills.
• Exceptional customer service orientation.
• Meticulous attention to detail and accuracy, with a focus on quality assurance.
• Ability to work under pressure and meet deadlines.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).

Skills

• Registered Plans Administration
• Financial Services Operations
• Regulatory Compliance
• Communication
• Organization
• Time Management
• Problem-Solving
• Analytical Skills
• Customer Service
• Attention to Detail
• Quality Assurance
• Microsoft Office

Location

• Toronto
• Vancouver
• Montreal

Work Type

• 6-month term

Experience Level

• 2-3 years

Education Level

• Post-secondary education or equivalent experience

Salary/Compensations

• CA $46,000 - CA $55,000 per year

Benefits

• Competitive compensation program
• Comprehensive health, dental, and insurance benefits
• Generous vacation time
• Health and wellness benefits
• Top-up options for parental leave
• Matching contributions for our retirement program
• Commitment to continuous staff development through learning and development
• Training support program
• Regular social events to foster teamwork

About the Company

• At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, and responsibility, while focusing on partnership and community.
• With over $130 billion in total assets under administration and management, and a workforce of over 1,000 employees, Aviso is a major provider of wealth management and investment services for the Canadian financial sector.
• We are building a comprehensive, state-of-the-art, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors.
• We are a trusted partner for almost all credit unions in Canada, as well as for a wide range of portfolio managers, investment dealers, insurance companies, trust companies, and wholesale brokers.
• Our partners rely on Aviso to provide them with specific solutions that give them a competitive edge in a rapidly evolving and highly competitive industry.
• Our investment dealer, mutual fund dealer, and insurance services support thousands of investment advisors.
• Our asset manager is NEI Investments, which specializes in responsible investing.
• Our online brokerage service, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investment service, Qtrade Guided Portfolios, serves investors who prefer a passive approach.
• Correspondent partners Aviso provides custody and dealer services to a wide range of companies.
• We have offices in Toronto, Vancouver, and Montreal.
• Aviso is backed by the collective strength of its owners: credit union centrals, Co-operators/CUMIS, and Desjardins.
• We are proud to power businesses that empower investors.
• Building a career at Aviso means being part of a group of talented and energetic professionals who live their values daily, and belonging to an organization dedicated to your success and career development.
• If you are looking for interesting and challenging work within a people-focused company, apply to join our team!

Equal Opportunity

• Aviso Wealth welcomes and encourages applications from all qualified individuals, including applicants/incumbents with disabilities. If you require accommodation, we will work with you to meet your needs at all stages of the hiring process.