Relationship Manager, TSX Trust

TMX Group; Toronto; Hybrid; CAD 75,000 - 80,000; Full time

Job summary

TMX Group in Toronto is seeking a senior relationship manager for the Registered Product line. You will handle daily client inquiries on registered plan administration and ensure policy compliance.

Responsibilities include liaising with CRA and pension regulators, processing monthly statements and billing, and maintaining strong client relationships with senior officers. This is a hybrid role with 2–3 days in the office.

Qualifications

• 5+ years in the financial services industry.
• Specialized knowledge of retirement products (RRSPs, TFSAs, RRIFs, RESPs).
• Strong writing and presentation skills.
• Proficient with Google Workspace, MS Office, and Adobe Acrobat.
• Detail-oriented with strong organizational and communication skills.
• Ability to develop and maintain positive client relationships.
• Ability to work independently with minimal supervision.

Responsibilities

• Respond to daily client queries on registered plan administration, including locked-in accounts and beneficiary designations.
• Coordinate with CRA and provincial pension regulators to ensure compliant documentation.
• Work with the cash management group to update account information on the custody platform.
• Prepare monthly client account statements and process monthly billing.
• Calculate monthly interest payments payable to clients.
• Monitor regulatory updates and advise management.
• Draft responses to audit confirmations.
• Attend events or conferences as needed.

Skills

Financial services experience

Retirement products knowledge

Communication skills

Written communication

Attention to detail

Organizational skills

Independent work

Adaptability

Document analysis

Client relationship building

Tools

Google Enterprise

Microsoft Office

Adobe Acrobat

Excel

PowerPoint

Word

Job description

Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we’re powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action? This role is the key relationship management contact for a group of investment dealers for the Registered Product business line. The position is responsible for: responding to enquiries from clients with respect to the daily administration of the client’s registered plan accounts; ensuring that clients are administering their registered plan accounts in accordance with TSX Trust issued policies and procedures; and determining which issues that may arise are required to be escalated to the Director - Dealer Services. This role is hybrid (2 - 3 days/week in the office) - based in Toronto, ON.

Key accountabilities:

• Responding to daily client (Agent) queries in areas of registered plan administration, locked‑in account processing, estate settlements and beneficiary designations.
• Liaising with CRA and provincial pension commissions to ensure all documentation is current and meets regulatory requirements.
• Working with the cash management group to ensure accurate opening, closing, and updating account information on our custody platform.
• Preparing monthly account statements for clients.
• Processing monthly billing.
• Calculating monthly interest payments payable to clients.
• Monitor legislative requirements and updates through external sources, including the Canada Revenue Agency, provincial pension regulators, law firms, etc. Advise management of changes as they arise.
• Making regulatory or policy changes to internal and external administration guide.
• Communicating legislation and policy changes to Agents once finalized by management and GCO.
• Ensuring receipt of documentation required from Agents. Including monthly AML and Terrorism Financing certificates, annual certificates of compliance, tax remittances and certificates of incumbency.
• Drafting responses to audit confirmation requests.
• Following up with clients regarding overdue invoice payments.
• May be required to attend business entertainment events and/or conferences.

Must Have:

• 5+ years within the Financial Services industry.
• Specialized knowledge of retirement products, including: RRSPs, TFSAs, RRIFs and RESPs.
• Basic understanding of interest rates and interest calculations.
• Strong communication skills, including writing and presentation skills.
• Experienced in research and development of written communication.
• Working knowledge of Google Enterprise products, Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat.
• Focus on following policies and procedures when completing tasks with strong attention to detail.
• Strong organizational, interpersonal and communication skills.
• Ability to work with senior officers of corporations and a strong desire to develop and maintain positive client relationships.
• Ability to work independently with minimal supervision.
• Ability to be flexible and engage staff at all levels.
• Read and analyze documents.
• Ability to organize and prioritize tasks.
• A good working knowledge of the securities industry and capital markets.
• A willingness and ability to adapt to a changing environment and responsibilities.

Nice to Have:

• Completion of Canadian Securities and similar courses is preferred, but not essential.
• Pension product knowledge is an asset.
• Experience in development of corporate and client communication.
• Prior experience managing strategic corporate or institutional clients.
• Estate & trust experience.
• Sales experience.

Salary Range: 75,000/year - 80,000/year CAD. Please note that the salary range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.

Our Culture: The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we’re powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team. Ready to be part of the action? Our Business: TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group's key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation Trayport and VettaFi, which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Singapore and Vienna. For more information about TMX Group, visit www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.