Canaccord Genuity seeks a Senior Vice President for Registered Plans & Estate Settlements. Leverage your deep expertise in trust management to enhance our client services and team strategies.

As a Senior Vice President, you will be responsible for overseeing administrative services related to trusts, estates, and registered plans. The role will require you to collaborate with internal teams and external stakeholders to ensure compliance with CRA regulations. Your solid client service focus will drive your efforts in mentoring your team to achieve excellence in service delivery and operations.

Key Responsibilities:
• Collaborate with Trustees and auditors to ensure compliance
• Manage enhancements to processing software with vendors




• Provide expertise in estate settlements and registered plans
• Develop training tools for better business results
• Maintain and review high-quality service standards

Requirements:
• At least 7 years of experience in a relevant role
• Advanced degree or certifications in trust studies are assets
• Direct experience with CRA and Trustees
• Strong understanding of the securities industry
• Exceptional communication and leadership abilities

Enhance client relationships and lead innovative practices in the Vice President role at Canaccord Genuity.
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📌 Senior Vice President for Registered Plans (Ontario)
🏢 Canaccord Genuity
📍 Ontario