26 Aug
|
Canaccord Genuity
|
Toronto
26 Aug
Canaccord Genuity
Toronto
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 team-oriented workplace. As the Vice President Registered Plans & Estate Settlements, you will lead a team that strategizes and implements innovative solutions for clients. This role demands robust 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
📌 Vice President Of Estate Settlements At Canaccord Toronto
🏢 Canaccord Genuity
📍 Toronto