Bilingual Registered Plans Administrator

Aviso; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Aviso, a leading wealth management organization in Canada, is seeking a Bilingual Registered Plans Administrator to join our Operations Team. You will process requests for registered plan products within CIRO platforms, ensuring accurate administration and timely service.

The role emphasizes regulatory compliance, collaboration with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance, and active participation in Registered Plan Committee meetings to implement changes.

Qualifications

• Post-secondary education or equivalent experience.
• 2–3 years in the financial industry, preferably Operations or Registered Plans.
• Excellent communication skills.

Responsibilities

• Administer registered plan products and process requests (de-registration, un-locking, withdrawals).
• Ensure registrations, contributions and withdrawals meet regulatory deadlines.
• Resolve inquiries within SLA; escalate when needed.
• Support CIRO audits; maintain documentation.
• Collaborate with Tax, Estates, Transfers, New Accounts and Client Account Maintenance.
• Participate in Registered Plan Committee meetings and implement regulatory changes.
• Stay current on CRA, RQ, ESDC and trustee regulations.

Skills

Excellent communication skills

Education

Post-secondary education

Job description

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, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We are looking to fill an opening for a Bilingual Registered Plans Administrator to join our Operations Team.

Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms.

• We Care- Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported
• We Dare-You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working
• We Share- Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed
• We Deliver- Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.
• Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSA, etc.
• Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and intervention
• Completion of CIRO Registered Plan audits within internal and regulatory deadlines
• Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans
• Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current
• Remain current on CRA, RQ, ESDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Requirements

Your experience and skills:

• Post-secondary education and/or equivalent experience
• Minimum of 2-3 years of experience in the financial industry, preferably in Operations or Registered Plans
• Excellent communication skills Oops, let's correct that. It seems the assistant output broke in the middle. Here's the corrected and final JSON: