Administrator, Registered Plans

Questrade Financial Group; Toronto; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation & sick days

Competitive compensation

Hybrid work environment

Career growth

Community involvement

Diversity & inclusion

Job summary

Questrade Financial Group is seeking a Registered Plans Administrator to support RSPs, TFSAs, RESPs and FHSA administration while ensuring accurate processing and strong client service. The role emphasizes compliance with SRO regulations and internal procedures in a fast-paced, hybrid environment.

The successful candidate will review documents, process requests, and collaborate with multiple departments to maintain high levels of client satisfaction and operational accuracy.

Qualifications

• College or University graduate in administration/finance preferred.
• Familiarity with registered accounts (RRSP, TFSA, FHSA, RESP) is valued.
• Experience in customer service or back office operations is ideal.

Responsibilities

• Review RRSP/RRIF/LRSP/LIF/RESP documents for accuracy and setup.
• Process client requests following CRA and internal policies.
• Ensure year-end tax slips and XMLs are generated correctly.
• Respond to client queries with exceptional service.
• Maintain tasks within Registered Plans SLAs and deadlines.
• Collaborate with other departments as needed.

Skills

Regulatory knowledge

Customer service

Attention to detail

Communication

Team player

Multitasking

Independent work

Education

College/University degree in administration/finance

CSC/CPH courses asset

Tools

Google Sheets

Broadridge BPS

Job description

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy

We’re looking for our next Registered plans Administrator. Could It Be You?

The primary role of the RSP Administrator is to support our client Registered savings plans, TFSAs, RESPs and FSHSAs by administering client account requests. The RSP Administrator will process client requests and administer client’s plan accounts in accordance with SRO regulations and Questrade’s internal operations procedures, while continually being vigilant of the customer experience.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Review RESP client account opening documents to confirm accuracy and ensure proper set up of accounts.
• Process client requests for RRSPs, RIFs, TFSA, FHSA, LIRA, LRSP, LIF, RESP, etc by following Questrade, CRA and RQ policies and procedures.
• Review reporting to ensure year end tax slips and XMLs are created and reported correctly
• Investigate client queries and respond accordingly while maintaining exceptional levels of client service
• Monitor work queues and take ownership of tasks as assigned within Registered Plan’s SLAs
• Assures accurate and efficient administration of client cash and account management for plan accounts
• Complete daily processing of tasks within departmental standards
• Collaborate with other Questrade departments as required
• Review all required documentations that are needed to complete tasks
• Perform any other duties as required and/or assigned.

So are YOU our next Registered plans Administrator? You are if you…

• College or University graduate or equivalent is preferred (preferably in administration and/or finance area)
• 1+ years brokerage experience is preferred, preferably in Customer service, Back Office or RSP Administration
• Working knowledge of registered accounts such as RRSPs, RIFs, TFSA, FHSA, LIRA, LRSP, LIF, RESP
• Knowledge of G-Suite preferred, especially Google Sheets
• Experience using Broadridge BPS is an asset and preferred
• Excellent communication skills
• Positive attitude and strong client orientation
• Strong organisational and multitasking capabilities
• High level of attention to detail
• Ability to work independently in a fast paced environment
• Completion of the CSC, CPH and related courses is an asset
• Curiosity to learn and understand why and how
• Ability to collaborate effectively as a team player

Additional Kudos If You…

Professional Development Recommendations:

• Canadian Securities Course (CSC)
• Code of Practices Handbook Course (CPH)

Compensation Information:

• Base salary range: $50,000- $55,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence, not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.