Join Canaccord Genuity as Vice President of Registered Plans and Estate Settlements. Lead cutting-edge solutions for complex client needs while overseeing a agile 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

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