Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Administrateur ou administratrice de régimes enregistrés role.
Rezi rewrites your resume against Aviso Wealth's job description. Free.
Tailor your resume to this Administrateur ou administratrice de régimes enregistrés role.
Rezi rewrites your resume against Aviso Wealth's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Administrateur ou administratrice de régimes enregistrés posting at Aviso Wealth — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Administrateur ou administratrice de régimes enregistrés posting at Aviso Wealth — free, in seconds.
About the Role
Aviso is seeking a Registered Plans Administrator to join our Operations team. This role is responsible for processing registered plan applications within the IIROC platforms.
Responsibilities
- Administer registered plans and process applications such as de-registrations, de-materializations, and special withdrawals.
- Ensure registrations, contributions, and withdrawals comply with regulatory deadlines for RESPs, RRSPs, TFSAs, LIRAs, FHSA, etc.
- Review, process, and settle all registered plan applications within Service Level Agreement timelines and escalate issues requiring management review.
- Conduct 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.
- Participate in registered plan committee meetings to ensure fiduciary and regulatory changes are applied to updated procedures and manuals.
- Stay updated on CRA, Revenu Québec, Employment and Social Development Canada, and fiduciary regulations 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
- IIROC Platforms
- RESPs
- RRSPs
- TFSAs
- LIRAs
- FHSAs
- Auditing
- Taxation
- Estates
- Transfers
- Client Account Management
- Microsoft Office Suite
Location
- Toronto
- Vancouver
- Montreal
- Winnipeg
Work Type
- Full-time
Experience Level
- 2-3 years
Education Level
- Post-secondary education or equivalent experience
Salary/Compensations
- CA $46,000 - $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 to our retirement program
- Commitment to continuous staff development through learning and development
- Training support program
- Regular social events to foster teamwork
About the Company
- Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
- We are committed to leadership, innovation, and responsibility, with a focus on partnership and community.
- We foster a dynamic 'oneaviso' culture driven by talented and energetic employees.
- Aviso Wealth has over $130 billion in total assets under administration and management, with over 1,000 employees.
- We are building a comprehensive, state-of-the-art, client-centric wealth management ecosystem.
- Our clients include partners, advisors, and investors.
- We are a trusted partner to nearly all credit unions in Canada, as well as a wide range of portfolio managers, investment dealers, insurance companies, trust companies, and wholesale brokers.
- Our investment dealer, mutual fund dealer, and insurance services support thousands of investment advisors.
- Our asset manager is NEI Investments, specializing in responsible investing.
- Our direct investing online brokerage, Qtrade Direct Investing, empowers self-directed investors.
- Our fully automated investment service, Qtrade Guided Portfolios, serves investors preferring a passive approach.
- Aviso offers custody and dealer services to a wide range of firms.
- We have offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Aviso is backed by the collective strength of its owners: credit union centrals, Co-operators/CUMIS, and Desjardins.
- We are proud to empower businesses that empower investors.
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.