Aviso:
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 www.aviso.ca.

The Opportunity:
We’re looking for an RESP/RDSP Registered Plans Specialist to join our Operations team.

Asoneaviso:

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, shareyourknowledgeand 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:

Subject Matter Expert of CIRO (formerly IIROC and MFDA) RESP plans administration, providing guidance to Registered Plan RESP Administrators, ensuring quality of work

Point of contact for the administration of RESP plans and all product related processing of requests such as contributions, withdrawals (EAP/PSE/CWD/AIP), transfers, specialized transactions, etc.

Review various documents for accuracy and ensure transactions are completed within Service Level Agreement

Complete reporting/filing to CRA and ESDC for RESP accounts, including monthly, quarterly and annual filings. Participate in CIRO and ESDC audits adhering to internal and regulatory deadlines and guidelines

Review and confirm account setup on systems, with special attention to reviewing of government incentive and Annex forms for RESPF

Responsible for trustee reporting, working closely with trustees to ensure that all policies and procedures are adhered to and communicated accordingly

An active participant in projects, industry meetings, year-end government reporting and audits





Create procedures and training materials and ensure current procedures are up to date and compliant with industry and government rules and regulations

Contribute to process improvements

Your experience and skills:

Post-secondary degree in business or financial administration preferred

Minimum of 5 years of experience in registered plans administration in a CIRO (formerly IIROC or MFDA) environment

Industry knowledge of CIRO (formerly MFDA and IIROC), ESDC, CRA and RQ rules and regulations

Completion of the CSC or IFIC is an asset

Working knowledge of MS Office suite, in particular Excel

Experience with Dataphile is an asset

Ability to work independently and in a team environment, including providing guidance and support to team members

Strong analytical, organizational and problem-solving skills with the ability to multiple tasks while maintaining a high level of accuracy

Ability to work efficiently and effectively in a fast-paced environment meeting Service Level Agreement and time sensitive deadlines

Verbal and written communication skills in English is required and French is an asset

Why Aviso?
At Aviso, you will find a agile and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions

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

Your Information
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 information will be handled in accordance with applicable Canadian privacy laws,



including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. 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

Equal Employment Opportunity
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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

Company Overview:
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. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. 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. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

Salary
This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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📌 RESP/RDSP Registered Plans Specialist (Ontario)
🏢 Aviso Wealth
📍 Ontario