At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer.
The Opportunity :
We are looking for a Bilingual Registered Plans Administrator II to join our Operations Team.
Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator II is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms.
Who you are :
* Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner.
* Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes.
* Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization.
What your day looks like :
* The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.
* Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSA, etc.
* Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and intervention.
* Completion of CIRO Registered Plan audits within internal and regulatory deadlines.
* Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans.
* Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current.
* Remain current on CRA, RQ, ESDC and trustee regulations through the review of legislation, press releases, and industry information bulletins.
Your experience and skills :
* Post-secondary education and / or equivalent experience.
* Minimum of 2-3 years of experience in the financial industry, preferably in Operations or Registered Plans.
* Ability to work independently and in a team environment.
* Excellent time management, organizational skills and attention to detail.
* Pro-active problem-solving abilities with strong analytical skills.
* Extremely detail oriented and accurate with a focus on quality assurance.
* Ability to work well under pressure and meet tight deadlines.
* Strong knowledge of Microsoft Office (Outlook, Excel, Word).
* Knowledge and experience of Dataphile is an asset.
* This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred.
* Ability to work EST standard hours.
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart :
* Competitive compensation package that rewards and recognizes individual contributions.
* Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
* Generous vacation time, fitness benefit, parental leave top-up options.
* Matching contributions to our retirement program.
* Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
* Regular social events to foster teamwork.
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview :
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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