Elevate your career at Canaccord Genuity as a Vice President of Registered Plans and Estate Settlements. Drive client-focused solutions while leveraging cutting-edge practices in a collaborative environment.

As Vice

President, you will oversee the Registered Plan Operations Team to provide exceptional service in trust, estate, and Registered Plan administration. The role requires strong relationship management and technical expertise while ensuring compliance with CRA regulations and internal guidelines. Your leadership will foster a culture of excellence among the Admin team, enhancing client experiences across Canada. Key Responsibilities:

- Implement CRA regulations for Registered Products
- Manage enhancements to recordkeeping software




- Ensure documentation compliance for Estates and Registered Plans
- Lead monthly reconciliation of CRA remittance accounts
- Coach and develop the Registered Plans team

Requirements:

- Proven expertise in estate settlements and Registered Plans
- Strong understanding of CRA and Trustee obligations
- Experience with vendor relationship management
- Leadership skills for coaching and team development
- Ability to represent the firm in industry committees

Utilize your expertise in registered plan administration and estate settlements to deliver exceptional client services at Canaccord Genuity.

📌 Vice President, Estate Settlements at Canaccord (Montreal)
🏢 Canaccord Genuity Group
📍 Montreal