Support registered asset transfers at CI Investment Services through accurate documentation review and timely processing. Your work helps complete compliant client account movements.

As Transfer Administrator, you will manage registered and non-registered requests involving assets entering or leaving CI Investment Services. Responsibilities include Locked IN Plans, RESP Plans, CRA-related requirements, and documentation for relinquishing trustees. You will also coordinate with the Registered Products Team, internal settlement, Support, and external parties to resolve transfer inquiries.

Key Responsibilities:

- Complete registered and non-registered account transfer requests
- Submit Locked IN and RESP documentation to trustees
- Confirm permitted assets and acceptable settlement instructions




- Research pending transfer inquiries within established SLAs
- Manage the VB Transfer internal email box

Requirements:

- Knowledge of Locked IN Agreements and RESP Transfer Forms
- Ability to support CRA requirements for registered assets
- Strong documentation review and follow-up skills
- Ability to communicate with internal and external parties
- Understanding of industry guidelines and transfer deadlines

Use registered-products knowledge and documentation accuracy to advance compliant transfers for CI Investment Services client accounts.

📌 Registered Investment Transfer Specialist (Canada)
🏢 CI Financial
📍 Canada