As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We are looking to fill an opening for a Bilingual Registered Plans Administrator to join our Operations Team. Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms.

Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported ~ The administration of registered plan products and processing of requests such as de‑registration, un‑locking, specialized withdrawals, etc. Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSA, etc. Completion of CIRO Registered Plan audits within internal and regulatory deadlines Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current Post‑secondary education and/or equivalent experience Outstanding customer service focus Extremely detail oriented and accurate with a focus on quality assurance Solid knowledge of Microsoft Office (Outlook, Excel, Word) Knowledge and experience of Dataphile is an asset This role is required to conduct business in French.

Bilingual in English is an asset and is strongly preferred. Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit,



parental leave top‑up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.

We’re building a comprehensive, technology‑enabled, client‑centric wealth services ecosystem. Our clients include our partners, advisors, and investors. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.

Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self‑directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands‑off approach. This position is posted with an expected salary range of $46,000 - $55,000 CAD annually.

📌 Bilingual Registered Plans Administrator (Montreal)
🏢 Aviso
📍 Montreal