Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.What's in it for you as an employee of QFG?Health & wellbeing resources and programsPaid vacation, personal, and sick days for work-life balanceCompetitive compensation and advantages packagesWork-life balance in a hybrid environment with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environmentThis job posting is for an existing vacancyWe're looking for our next Registered plans Administrator. Could It Be You?The primary role of the RSP Administrator is to support our client Registered savings plans, TFSAs, RESPs and FSHSAs by administering client account requests. The RSP Administrator will process client requests and administer client's plan accounts in accordance with SRO regulations and Questrade's internal operations procedures, while continually being vigilant of the customer experience.Need more details? Keep reading...In this role, responsibilities include but are not limited to:Review RESP client account opening documents to confirm accuracy and ensure proper set up of accounts.Process client requests for RRSPs, RIFs, TFSA, FHSA, LIRA, LRSP, LIF, RESP, etc by following Questrade,



CRA and RQ policies and procedures.Review reporting to ensure year end tax slips and XMLs are created and reported correctlyInvestigate client queries and respond accordingly while maintaining exceptional levels of client serviceMonitor work queues and take ownership of tasks as assigned within Registered Plan's SLAsAssures accurate and efficient administration of client cash and account management for plan accountsComplete daily processing of tasks within departmental standardsCollaborate with other Questrade departments as requiredReview all required documentations that are needed to complete tasksPerform any other duties as required and/or assigned.So are YOU our next Registered plans Administrator? You are if you...College or University graduate or equivalent is preferred (preferably in administration and/or finance area)1+ years brokerage experience is preferred, preferably in Customer service, Back Office or RSP AdministrationWorking knowledge of registered accounts such as RRSPs, RIFs, TFSA, FHSA, LIRA, LRSP, LIF, RESPKnowledge of G-Suite preferred, especially Google SheetsExperience using Broadridge BPS is an asset and preferredExcellent communication skillsPositive attitude and strong client orientationStrong organisational and multitasking capabilitiesHigh level of attention to detailAbility to work independently in a fast paced environmentCompletion of the CSC,



CPH and related courses is an assetCuriosity to learn and understand why and howAbility to collaborate effectively as a team playerAdditional Kudos If You...Professional Development Recommendations:Canadian Securities Course (CSC)Code of Practices Handbook Course (CPH)Compensation Information:Base salary range: $50,000- $55,000The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence, not only for the benefit of our customers, but for those who build their career with us.Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

📌 Administrator, Registered Plans (Toronto)
🏢 Questrade Financial Group
📍 Toronto