Bilingual Registered Plans Specialist (French/English)

Aviso Wealth; Toronto; On-site; CAD 46,000 - 55,000; Full time

Job summary

A leading wealth management firm in Toronto is seeking a Bilingual Registered Plans Administrator to manage and process registered plan products. The ideal candidate will have a background in financial operations, excellent communication skills, and the ability to work independently while advocating for service excellence. The position offers competitive compensation, as well as a dynamic work environment focused on innovation and collaboration. Salary is expected between $46,000 - $55,000 annually.

Benefits

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Matching contributions to retirement program

Commitment to staff development

Qualifications

• Minimum 2-3 years experience in the financial industry, preferably in Operations or Registered Plans.
• Ability to work independently and in a team environment.
• Outstanding customer service focus.

Responsibilities

• Administer and process requests for registered plan products.
• Ensure registrations and contributions meet regulatory deadlines.
• Investigate and resolve all registered plan related inquiries.

Skills

Excellent communication skills

Pro‑active problem‑solving abilities

Time management skills

Attention to detail

Strong analytical skills

Bilingual in French and English

Education

Post-secondary education or equivalent experience

Tools

Microsoft Office (Outlook, Excel, Word)

Dataphile

Job description

A leading wealth management firm in Toronto is seeking a Bilingual Registered Plans Administrator to manage and process registered plan products. The ideal candidate will have a background in financial operations, excellent communication skills, and the ability to work independently while advocating for service excellence. The position offers competitive compensation, as well as a dynamic work environment focused on innovation and collaboration. Salary is expected between $46,000 - $55,000 annually.