Become a key player in CI Financial's Wealth Operations team as a Registered Accounts Specialist. In this in office role, you will manage various registered plans, process requests, and support client inquiries.
This position requires a motivated individual with at least one year of experience in registered accounts. You will handle the administration of education savings, retirement savings, and other registered products while ensuring compliance with service level agreements. Your attention to detail and organizational skills will be crucial in maintaining accurate records and facilitating smooth operations.
Key Responsibilities:
• Manage RESP account administration and processing
• Process RRSP withdrawals and related inquiries




• Handle special processing for estates and court orders
• Set up recurring events like PAC and SWP
• Reconcile control accounts efficiently
Requirements:
• Minimum one year experience with registered accounts
• Post-secondary education requirement
• Strong knowledge of registered products
• Proficiency in Microsoft Excel
• Excellent communication and problem-solving skills
Bring your registered accounts expertise and detail-oriented approach to CI's Wealth Operations team.
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📌 Wealth Operations Registered Accounts Specialist (Toronto)
🏢 CI Financial
📍 Toronto