Administer registered plans and process requests such as plan terminations, de-registrations, special withdrawals, etc.
Ensure enrollments, contributions and withdrawals comply with the regulatory deadlines specific to RESP, RRSP, TFSA, RRIF, FHSA (CELIAPP), etc.
Review, process and resolve all registered plan requests within the timeframes prescribed by service level agreements and escalate any issues that require management review and intervention.
Conduct registered plan audits with the OCRI within internal and regulatory deadlines.
Work closely with the tax, estates, transfers, new accounts and client account management teams on any updates required for registered plans.
Actively participate in registered plan committee meetings so fiduciary and regulatory changes are implemented in procedures and manuals, which must be kept up to date.
Monitor developments in CRA, Revenu Québec, Employment and Social Development Canada (ESDC) and trustee regulation by consulting legislation, press releases and relevant industry bulletins.

Postsecondary education and/or equivalent experience
Minimum 2–3 years of experience in the financial sector, preferably in registered plans or operations
Excellent communication skills
Able to work independently and as part of a team
Excellent organization and time-management skills with strong attention to detail
Proactive problem-solving abilities and strong analytical skills
Exceptional customer service orientation
High attention to detail and accuracy, with a focus on quality assurance
Ability to work under pressure and meet deadlines
Strong knowledge of Microsoft Office (Outlook, Excel, Word)

A competitive compensation program that rewards and recognizes individual contributions.
Comprehensive health and dental benefits and leading-level insurance to meet our employees’ diverse needs.
Generous vacation, health and fitness benefits, and supplementary parental leave options.
Additional employer contributions to our retirement program.
A commitment to continuous improvement of our staff through learning and development and a training support program.
Regularly organized social events to promote team building.

Registered Plans Administrator

Key skills