Join Canaccord Genuity as a Vice President, focusing on Registered Plans and Estate Settlements. Utilize your expertise in trust management while delivering exceptional client service in a collaborative environment.

As the Vice President Registered Plans & Estate Settlements, you will lead a team that strategizes and implements innovative solutions for clients. This role demands strong relationship management and technical knowledge to ensure adherence to CRA regulations. You will oversee operations, coaching your team to provide exemplary services to advisors and clients, while improving processing efficiencies and client-focused solutions.

Key Responsibilities:
• Review and implement CRA regulations for Registered Products
• Adhere to Trustee reporting obligations and regulations




• Enhance recordkeeping and processing software with vendors
• Ensure accurate CRA remittance control account reconciliation
• Lead the development of the Registered Plans and Estates Admin team

Requirements:
• Minimum 7+ years of relevant experience
• Post-secondary degree in a related field
• Knowledge of trust and estate law is an asset
• Proven expertise in Trust Administration and applicable tax regulations
• Robust analytical, problem-solving, and leadership skills

Deliver innovative client solutions and strengthen relationships at Canaccord Genuity.
#J-18808-Ljbffr

📌 Vice President of Estate Settlements at Canaccord (Ontario)
🏢 Canaccord Genuity
📍 Ontario