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 strong 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 complianceManage enhancements to processing software with vendorsProvide expertise in estate settlements and registered plansDevelop training tools for better business resultsMaintain and review high-quality service standardsRequirements:At least 7 years of experience in a relevant roleAdvanced degree or certifications in trust studies are assetsDirect experience with CRA and TrusteesStrong understanding of the securities industryExceptional communication and leadership abilitiesEnhance client relationships and lead cutting-edge practices in the Vice President role at Canaccord Genuity.#J-18808-Ljbffr

📌 Senior Vice President For Registered Plans (Toronto)
🏢 Canaccord Genuity
📍 Toronto