Associate, Registered Plans

CGC Canaccord Genuity Corp.; Vancouver; On-site; CAD 50,000 - 55,000; Full time

Job summary

Canaccord Genuity Corp. is seeking an Associate, Registered Plans who will manage a broad range of registered plans tasks with accuracy and client focus. You will support advisory teams, handle contributions and withdrawals, and ensure regulatory compliance across RRSP, RRIF, RESP, TFSA and FHSA accounts.

The role requires strong communication, meticulous record-keeping, and collaboration with colleagues to share best practices and train new associates on registered plans.

Qualifications

• Comprehensive knowledge of registered products (RRSP, RRIF, RESP, TFSA and FHSA)
• Understanding CRA rules and tax reporting for registered plans
• Attention to detail and ability to prioritize tasks and work efficiently in a fast-paced and client-focused environment
• Polished client service skills and excellent verbal and written communication
• Capacity to independently seek out solutions and apply sound judgement in problem solving
• Strong PC skills including Microsoft Office (Word, Excel, Outlook)
• Experience with Dataphile system is an asset.

Responsibilities

• Record, schedule, and process contribution and withdrawal transactions in registered accounts (RRSP, RRIF, RESP, TFSA and FHSA)
• Provide first-line support to advisory teams with regards to registered plan products and processes to ensure policies are being adhered to and regulatory requirements on registered products are met
• Respond to client requests and inquiries and complete all transactions and record keeping functions with strong attention to detail and accuracy
• Research internal and external resources to stay informed on regulatory changes, policies, and procedures as they relate to registered plan transactions processing to maintain compliance in all areas of responsibility
• Work collaboratively with team members across the firm, share best practices to support continuous improvement initiatives, and participate in educating new associates and assistants on registered plan accounts.

Skills

Registered plans knowledge

CRA regulations

Attention to detail

Client service

Problem solving

Microsoft Office

Dataphile experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Salary Range: $50,000 - $55,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Associate, Registered Plans

The successful candidate will be an enthusiastic, client service-oriented individual with a strong understanding of registered plans in the financial services sector.

Responsibilities

• Perform a wide variety of registered plans related tasks in a timely and efficient manner. This will include, but is not limited to, recording, scheduling, and processing contribution and withdrawal transactions in registered accounts (RRSP, RRIF, RESP, TFSA and FHSA)
• Provide first-line support to advisory teams with regards to registered plan products and processes to ensure policies are being adhered to and regulatory requirements on registered products are met
• Respond to client requests and inquiries and complete all transactions and record keeping functions with strong attention to detail and accuracy
• Research internal and external resources to stay informed on regulatory changes, policies, and procedures as they relate to registered plan transactions processing to maintain compliance in all areas of responsibility
• Work collaboratively with team members across the firm, share best practices to support continuous improvement initiatives, and participate in educating new associates and assistants on registered plan accounts.

Skills & Qualifications

• Comprehensive knowledge of registered products (RRSP, RRIF, RESP, TFSA and FHSA)
• Solid understanding of the CRA rules and tax reporting requirements for registered plans
• Attention to detail and ability to prioritize tasks and work efficiently in a fast-paced and client-focused environment
• Polished client service skills and excellent verbal and written communication
• Capacity to independently seek out solutions and apply sound judgement in problem solving
• Strong PC skills including Microsoft Office (Word, Excel, Outlook)
• Experience with Dataphile system is an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety: Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.