Join Canaccord Genuity as Vice President of Registered Plans and Estate Settlements. Lead innovative solutions for complex client needs while overseeing a dynamic administrative team. In this leadership role, you will manage the Registered Plans Operations Team and ensure excellence in trust and estate administrative services for Canadian clients.

Your deep technical knowledge coupled with solid business judgment will help in navigating CRA regulations and enhancing operational efficiencies. Collaborate with internal and external stakeholders to optimize service delivery and client satisfaction. Key Responsibilities:

- Review and implement CRA regulations for Registered Products
- Ensure timely compliance with Trustee reporting obligations
- Drive enhancements in processing software with vendors




- Maintain documentation standards for estate settlements
- Lead the Admin team's growth in customer service excellence

Requirements:

- Extensive knowledge in Registered Plans and estates
- Background in trust, agency, or probate account management
- Experience in regulatory compliance and reporting
- Strong leadership in coaching and resource management
- Proven ability to network within industry committees

Harness your leadership skills and specialized knowledge in registered plans at Canaccord Genuity to drive exceptional client experiences.

📌 Canaccord Genuity Vice President, Registered Plans (Montreal)
🏢 Canaccord Genuity Group
📍 Montreal