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 ProductsManage enhancements to recordkeeping softwareEnsure documentation compliance for Estates and Registered PlansLead monthly reconciliation of CRA remittance accountsCoach and develop the Registered Plans teamRequirements:Proven expertise in estate settlements and Registered PlansStrong understanding of CRA and Trustee obligationsExperience with vendor relationship managementLeadership skills for coaching and team developmentAbility to represent the firm in industry committeesUtilize your expertise in registered plan administration and estate settlements to deliver exceptional client services at Canaccord Genuity.#J-18808-Ljbffr

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