Registered Accounts Specialist We are currently seeking a highly motivated and energetic Registered Accounts Specialist to join our Wealth Operations team, reporting to the Supervisor, Registered Accounts. Manage RESP account administration Perform recurring events set up and ongoing support (PAC, SWP) Manage control account reconciliation Respond to client service inquiries related to registered products Minimum 1‑year registered accounts experience Post‑secondary education Knowledge of Registered Accounts/Products Intermediate knowledge of Microsoft Office products, primarily Excel Knowledge of client tax reporting Overtime may be required during peak periods This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. In addition to base salary,



this position is eligible for participation in a bonus program.

Health insurance coverage Life and disability insurance Retirement savings plans Paid holidays and vacation time Corporate discount program Parental leave and top‑up program and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

📌 Stage - Account Specialist (Fredericton)
🏢 CI Investments
📍 Fredericton