31 Jul
|
Aviso Wealth
|
Ontario
31 Jul
Aviso Wealth
Ontario
Join Aviso as a Senior RESP/RDSP Registered Plans Administrator, driving excellence in the administration of savings plans. This role will involve quality assurance and mentorship in a collaborative setting.
Aviso seeks a Senior RESP/RDSP Registered Plans Administrator to join our committed team. In this vital role, you’ll ensure compliance and quality of RESP and RDSP plans, acting as a subject matter expert and guiding Registered Plan Administrators. Your expertise will stem from robust experience with regulatory frameworks and auditing processes to maintain service excellence.
Key Responsibilities:
• Guide and monitor RESP/RDSP plan administration
• Process plan-related contributions, withdrawals, and transfers
• Ensure accuracy in documentation and alignment with SLAs
• Prepare filings for CRA and ESDC on time
• Mentor team members and assist team leaders
Requirements:
• 5+ years’ experience in CIRO environment
• Detailed knowledge of applicable regulations
• Completed CSC or IFIC is a plus
• Strong analytical and organizational skills
• Excellent communication abilities, bilingual preferred
Drive impactful change in Canadian financial well-being with your expertise at Aviso.
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📌 Expert RESP/RDSP Plans Administrator, Aviso (Ontario)
🏢 Aviso Wealth
📍 Ontario