Bilingual Registered Plans Administrator job opportunity at Aviso Wealth Management.

Home Jobs In Canada Tag: Job Bilingual Registered Plans Administrator position at Aviso Wealth Management


Date2026-02-12T00:35:30.940Z bot
Aviso Wealth Management Bilingual Registered Plans Administrator
Experience: 3-years
Pattern: Full-time
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loacation Montreal, Canada
loacation Montreal....Canada

Aviso Wealth: 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 at www.aviso.ca . The Opportunity: We are looking for a Bilingual Registered Plans Administrator to join our Operations Team. Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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 Excellent communication skills 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 Outstanding customer service focus 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

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