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 robust 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
Solid understanding of the securities industry
Exceptional communication and leadership abilities Enhance client relationships and lead cutting-edge practices in the Vice President role at Canaccord Genuity.

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