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