Registered Accounts Specialist

We are currently seeking a highly motivated and energetic Registered Accounts Specialist to join our Wealth Operations team, reporting to the Supervisor, Registered Accounts.

Responsibilities

- Manage RESP account administration
- Process RRSP withdrawals
- Perform special processing for estates, home buyers, LLP, marriage breakdown, court orders, etc.
- Perform recurring events set up and ongoing support (PAC, SWP)
- Manage control account reconciliation
- Respond to client service inquiries related to registered products
- Perform other duties as assigned

Qualifications

- Minimum 1‑year registered accounts experience
- Post‑secondary education
- Knowledge of Registered Accounts/Products
- Intermediate knowledge of Microsoft Office products, primarily Excel
- Excellent communication and organizational skills
- Excellent attention to detail and problem‑solving skills
- Ability to work independently as well as in a team workplace
- Knowledge of client tax reporting
- Overtime may be required during peak periods

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

Perks and Compensation:



The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program.

Benefits

- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education‑related programs
- Paid holidays and vacation time
- Employee savings plan (ESP)
- Corporate discount program
- Enhanced group benefits
- Parental leave and top‑up program
- Paid time off for volunteering

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

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📌 Registered Accounts Specialist (Fredericton)
🏢 CI Investments
📍 Fredericton