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.

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, Current 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

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