Aviso Wealth→
RESP/RDSP Registered Plans Specialist at Aviso Wealth · Toronto
Skills
Job Description
Aviso:
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’re looking for an RESP/RDSP Registered Plans Specialist to join our Operations team.
Reporting to the Supervisor, Specialty Products , the RESP/RDSP Registered Plans Specialist is responsible for ensuring the overall administration of Registered Education Savings Plans (RESP), and Registered Savings Disability Plans (RDSP) are consistent and in accordance with company policies, Employment Services Development Canada (ESDC), Canada Revenue Agency (CRA), and CIRO (formerly MFDA and IIROC) regulations.
The RESP/RDSP Registered Plans Specialist is a subject matter expert (SME) who provides guidance and quality assurance for the RESP/RDSP Plan Administrators and is the departmental contact for internal and external audits.
As oneaviso:
We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve
What your day looks like:
- Subject Matter Expert of CIRO (formerly IIROC and MFDA) RESP plans administration, providing guidance to Registered Plan RESP Administrators, ensuring quality of work
- Point of contact for the administration of RESP plans and all product related processing of requests such as contributions, withdrawals (EAP/PSE/CWD/AIP), transfers, specialized transactions, etc.
- Review various documents for accuracy and ensure transactions are completed within Service Level Agreement
- Complete reporting/filing to CRA and ESDC for RESP accounts, including monthly, quarterly and annual filings. Participate in CIRO and ESDC audits adhering to internal and regulatory deadlines and guidelines
- Review and confirm account setup on systems, with special attention to reviewing of government incentive and Annex forms for RESPF
- Responsible for trustee reporting, working closely with trustees to ensure that all policies and procedures are adhered to and communicated accordingly
- An active participant in projects, industry meetings, year-end government reporting and audits
- Create procedures and training materials and ensure current procedures are up to date and compliant with industry and government rules and regulations
- Contribute to process improvements
Your experience and skills:
- Post-secondary degree in business or financial administration preferred
- Minimum of 5 years of experience in registered plans administration in a CIRO (formerly IIROC or MFDA) environment
- Industry knowledge of CIRO (formerly MFDA and IIROC), ESDC, 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 team members
- Strong analytical, organizational and problem-solving skills with the ability to multiple tasks while maintaining a high level of accuracy
- Ability to work efficiently and effectively in a fast-paced environment meeting Service Level Agreement and time sensitive deadlines
- Verbal and written communication skills in English is required and French is an asset
Why Aviso?
At Aviso, 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
Your Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page – Privacy Policies
Equal Employment Opportunity
Aviso 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 approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.
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.
Salary
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.http://www.aviso.ca.v