Bilingual Registered Plans Administrator (Ontario)

Bilingual Registered Plans Administrator (Ontario)

24 Oct
|
Aviso
|
Ontario

24 Oct

Aviso

Ontario

Support registered plan administration at Aviso Wealth using regulatory knowledge, French communication, and precise request processing. Work within EST standard hours.
As a Bilingual Registered Plans Administrator, you will join Aviso’s Operations Team and report to the Supervisor, Registered Plans. The position covers RESP, RSP, TFSA, RIF, and FHSA administration. You will manage requests, monitor deadlines, resolve inquiries, and complete audits across CIRO platforms. Collaboration with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance supports accurate plan updates.
Key Responsibilities: Process registered plan requests, including de-registration and specialized withdrawals
Meet regulatory deadlines for registrations, contributions, and withdrawals
Resolve inquiries within SLA deadlines and escalate management issues




Complete CIRO Registered Plan audits within required deadlines
Update procedures following trustee and regulatory changes
Requirements: Post-secondary education or equivalent experience
Two to three years’ financial industry experience preferred
French business capability; English bilingualism strongly preferred
Robust Microsoft Office knowledge, including Outlook, Excel, and Word
Analytical, organized, accurate, and customer-focused approach
Bring registered plans expertise, bilingual communication, and careful regulatory administration to Aviso Wealth’s Operations Team.

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

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