Advance your career at Canaccord Genuity as the Vice President of Registered Plans and Estate Settlements. Drive innovations that enhance client service and operational efficiency in a supportive environment.You will lead the Registered Plans Operations Team and ensure that client needs related to trusts, estates, and Registered Plans are met with exceptional service. Utilize your technical expertise to oversee compliance with CRA regulations while fostering an setting of growth and collaboration.



Your role will also involve networking within the industry to maintain best practices and integrate improvements.Key Responsibilities:Implement CRA regulations effectively across Registered ProductsOversee reporting obligations to TrusteesEnhance recordkeeping systems collaboratively with vendorsEnsure estate documentation and reconciliation standards are metMentor the Registered Plans team in client service excellenceRequirements:Strong expertise in Registered Plans and estate managementIn-depth knowledge of CRA remittance processesProven leadership skills in managing team developmentAbility to coordinate with auditors and industry regulatorsEngaged in industry networking for best practice insightsYour leadership in registered plans will significantly impact client satisfaction and operational success at Canaccord Genuity.

📌 Vice President, Registered Plans Operations (Montreal)
🏢 Canaccord Genuity Group
📍 Montreal