RSP & TFSA Admin Specialist

Questrade Financial Group; Toronto; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation & sick days

Competitive compensation

Hybrid work environment

Career growth

Community involvement

Diversity & inclusion

Job summary

Questrade Financial Group is seeking a Registered Plans Administrator to support RSPs, TFSAs, RESPs and FHSA administration while ensuring accurate processing and strong client service. The role emphasizes compliance with SRO regulations and internal procedures in a fast-paced, hybrid environment.

The successful candidate will review documents, process requests, and collaborate with multiple departments to maintain high levels of client satisfaction and operational accuracy.

Qualifications

• College or University graduate in administration/finance preferred.
• Familiarity with registered accounts (RRSP, TFSA, FHSA, RESP) is valued.
• Experience in customer service or back office operations is ideal.

Responsibilities

• Review RRSP/RRIF/LRSP/LIF/RESP documents for accuracy and setup.
• Process client requests following CRA and internal policies.
• Ensure year-end tax slips and XMLs are generated correctly.
• Respond to client queries with exceptional service.
• Maintain tasks within Registered Plans SLAs and deadlines.
• Collaborate with other departments as needed.

Skills

Regulatory knowledge

Customer service

Attention to detail

Communication

Team player

Multitasking

Independent work

Education

College/University degree in administration/finance

CSC/CPH courses asset

Tools

Google Sheets

Broadridge BPS

Job description

Questrade Financial Group is seeking a Registered Plans Administrator to support RSPs, TFSAs, RESPs and FHSA administration while ensuring accurate processing and strong client service. The role emphasizes compliance with SRO regulations and internal procedures in a fast-paced, hybrid environment.

The successful candidate will review documents, process requests, and collaborate with multiple departments to maintain high levels of client satisfaction and operational accuracy.