Aviso Wealth

Bilingual Registered Plans Specialist (BB-E0417)

Found in: Neuvoo Bulk CA



Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Bilingual Registered Plans Specialist to join our Operations team.

Reporting to the Supervisor, Registered Plans, the Bilingual Registered Plans Specialist is responsible for ensuring the overall administration of registered plans is consistent and in accordance with company policies, Canada Revenue Agency income tax rulings, governing pension legislation and MFDA and IIROC regulations.

The Bilingual Registered Plans Specialist is a subject matter expert (SME) who provides guidance and quality assurance for the Registered Plans Administrators and is the departmental contact for audits.

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:

  • Subject Matter Expert of IIROC and MFDA registered plans administration, providing guidance to Registered Plans Administrators, ensuring quality of work
  • A reference for the administration of registered plan products and processing of requests such as Federal and Provincial Locked-In plans (de-registration, un-locking, specialized withdrawals, etc.), and reviewing accounts to ensure that all documents are accurate and transactions are completed within SLAs
  • Provides reporting for plan accounts, including quarterly and annual reports
  • Completion of MFDA and IIROC Registered Plan audits within internal and regulatory deadlines
  • Review and confirm instructions on portal, with special attention to posting instructions for year-end calculations and tax reporting for RSP/RIF/LIF
  • Responsible for trustee reporting, working closely with trustees to ensure that all trustee policy and procedures are adhered to and communicated properly
  • An active participant in projects related to registered plans and appropriate industry meetings, including year-end projects and reporting
  • Creates documentation and training materials to share any registered plans updates to policy or departmental processes and procedures and pro-actively make recommendations for improvement
  • Requirements

    Your experience and skills:

  • Post-secondary degree in business or financial administration preferred
  • Minimum of 3-5 years of experience in registered plans administration in an IIROC or MFDA environment
  • Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations
  • Completion of the CSC or IFIC is an asset
  • Working knowledge of MS Office suite, in particular Excel
  • Experience with Dataphile is an asset
  • Ability to work independently and in a team environment, including providing guidance and support to junior team members
  • Solid analytical, organizational and problem-solving skills with the ability to handle multiple tasks with appropriate attention to detail
  • Ability to work calmly, accurately and effectively in a fast-paced environment to meet time sensitive deadlines
  • Fluent communication skills in English and French are required
  • Ability to work standard EST hours
  • Benefits

    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
  • Equal Employment Opportunity

    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.

    calendar_today1 day ago

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