Registered Plans Administrator

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

Job summary

A leading wealth management organization in Toronto is seeking a Registered Plans Administrator to join their Operations Team. This role involves processing requests for registered plans, ensuring compliance with regulatory deadlines, and delivering excellent customer service. Candidates should have post-secondary education, financial industry experience, and strong analytical skills. A competitive compensation package is offered, along with generous benefits.

Benefits

Competitive compensation

Health, dental, and insurance benefits

Generous vacation time

Matching retirement contributions

Qualifications

• Financial industry experience, preferably in Operations or Registered Plans.
• Fluent communication skills in English; bilingual skills in French are a plus.
• Ability to work independently and within a team.

Responsibilities

• Administer registered plan products and process requests such as de-registration.
• Ensure registrations and contributions meet regulatory deadlines.
• Investigate and resolve registered plan inquiries within SLA deadlines.

Skills

Client-centric solutions

Time management

Problem-solving

Attention to detail

Outstanding customer service

Collaboration

Education

Post-secondary education

Tools

Dataphile

Job description

Aviso is 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’re looking for a Registered Plans Administrator to join our Operations Team.

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

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence and work to deliver client‑centric solutions, proactively developing strategic partnerships that allow Aviso to become a trusted advisor and partner.
• Execution – You are committed to achieving your goals and to succeeding. This includes focusing on “getting things done”, recognizing and taking advantage of opportunities as they arise, continuously improving, taking accountability for your actions, and learning from mistakes.
• Collaboration – You work collaboratively with others to drive positive results, build trust and inclusion, and establish effective relationships inside and outside the organization.

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, 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, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins.

Your experience and skills:

• Post‑secondary education.
• Financial industry experience, preferably in Operations or Registered Plans.
• Experience with Dataphile is an asset.
• Fluent communication skills in English are required; bilingual skills in French are an asset.
• Ability to work independently and in a team environment.
• Excellent time management and organizational skills.
• Pro‑active problem‑solving abilities with strong analytical skills.
• Outstanding customer service focus.
• Extremely detail‑oriented and accurate with a focus on quality assurance.
• Ability to work well under pressure and meet tight deadlines.

Why Aviso?

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental and insurance benefits to meet diverse employee needs.
• Generous vacation time, fitness benefit, parental leave top‑up options.
• Matching contributions to our retirement program.
• Commitment to continuous improvement through learning & development and an education assistance program.
• Regular social events to foster teamwork.

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

Privacy and Consent

By submitting your application, you consent to the collection, use, and disclosure of your personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including PIPEDA and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary.

Salary

Expected salary range: $46,000 – $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.