Registered Plans Administrator, Temporary (Toronto)

Registered Plans Administrator, Temporary (Toronto)

09 Sep
|
Aviso
|
Toronto

09 Sep

Aviso

Toronto

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at The Opportunity: We are looking to fill an opening for a Registered Plans Administrator to join our Operations Team for 6 months. Reporting to the Supervisor, Registered Plans the Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms. As oneaviso: We Care – Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported We Dare –You challenge the status quo with bold ideasand fresh perspectives. Youembrace change,



seek opportunities toinnovateand are comfortable exploring new ways of working We Share – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed We Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve What your day looks like: 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. Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and intervention Completion of CIRO Registered Plan audits within internal and regulatory deadlines Working closely with Tax, Estates, Transfers, Recent Accounts and Client

📌 Registered Plans Administrator, Temporary (Toronto)
🏢 Aviso
📍 Toronto

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