Registered Plans Administrator

Aviso Wealth

. Administer registered plan products and process requests such as de-registration, un-locking, and specialized withdrawals .

Posted 9/17/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$46,000 - CA$55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in administering registered plan products, ensuring compliance with regulatory deadlines, and maintaining accurate records. Proficient in problem-solving and providing outstanding customer service while managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Registered Plan AdministrationRegulatory ComplianceCustomer Service FocusAnalytical SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Registered PlansFinancial OperationsQuality AssuranceProblem SolvingDetail Orientation

Soft Skills

Fluent Communication SkillsTeam CollaborationOrganizational SkillsAbility to Work Under PressureProactive Approach

Tools & Technologies

Dataphile

Industry Keywords

RESPRSPTFSARIFCRA RegulationsRQ RegulationsHRSDC RegulationsTrustee Regulations

About the role

Key responsibilities & impact

Administer registered plan products and process requests such as de-registration, un-locking, and specialized withdrawals
Ensure registrations, contributions, and withdrawals meet regulatory deadlines for RESPs, RSPs, TFSAs, and RIF accounts
Investigate, respond to, and resolve registered plan inquiries within SLA deadlines
Escalate issues requiring management review and intervention
Complete CIRO Registered Plan audits within internal and regulatory deadlines
Work closely with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams
Participate in Registered Plan Committee Meetings
Implement trustee and regulatory changes into procedures and manuals and keep them current
Stay current on CRA, RQ, HRSDC, and trustee regulations through legislation, press releases, and industry bulletins

Requirements

What you’ll need

Post-secondary education
Financial industry experience, preferably in Operations or Registered Plans
Experience with Dataphile is an asset
Fluent communication skills in English are required
Bilingual skills in French are an asset
Ability to work independently and in a team environment
Excellent time management and organizational skills
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

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to our retirement program
Learning & development opportunities
Education assistance program
Regular social events to foster teamwork