Manager, Registered Plans Sales Services – Support

BMO U.S.

. Coordinate with Sales, Client Services, Fund Administration, Transfer Agency, and external agencies including ESDC and CRA to support Advisors, Dealers, and BMO Sales teams with RDSP and RESP servicing .

Posted 10/5/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$55,500 - CA$120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong knowledge of RDSP and RESP products, servicing requirements, and regulatory considerations, with proven ability to manage escalations and resolve complex plan issues. Excels in coordination and relationship management across multiple stakeholders while providing analytical insights to improve servicing models and processes.

Highest-signal resume keywords

RDSP And RESP KnowledgeEscalation ManagementRelationship ManagementAnalytical SkillsCanadian Financial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Registered Investment PlansBusiness AnalysisProject Delivery PracticesData-Driven Decision-MakingTransfer Agency Servicing ModelsCRA Reporting RequirementsESDC Reporting RequirementsPolicy DevelopmentTrend AnalysisSystemic Issue Identification

Soft Skills

Detail-OrientedExcellent Communication SkillsCollaboration SkillsProblem-Solving SkillsInfluence Skills

Industry Keywords

Financial ServicesRDSPRESPClient ServicesSales CoordinationStakeholder EngagementAdvisor WorkflowsNIGO ItemsCross-Functional TeamRegistered-Plan Servicing

About the role

Key responsibilities & impact

Coordinate with Sales, Client Services, Fund Administration, Transfer Agency, and external agencies including ESDC and CRA to support Advisors, Dealers, and BMO Sales teams with RDSP and RESP servicing
Act as the primary escalation point for complex RDSP and RESP servicing issues
Provide hands-on support to Advisors and Dealers processing and administering RDSP and RESP plans
Serve as the key contact for RDSP and RESP NIGO items and work with stakeholders to resolve issues
Monitor, track, and analyze RDSP and RESP NIGOs to identify root causes and recurring issues
Oversee RDSP and RESP activity and identify trends and systemic issues
Coordinate scheduled communications to clients and Advisors with the Sales team and/or Contact Centre
Recommend improvements to registered-plan servicing models, processes, and support
Assist with developing and maintaining policies, procedures, and support materials for RDSP and RESP plans
Collaborate with the Product Support team on RDSP/RESP issues and enhance registered-plan support materials

Requirements

What you’ll need

Strong knowledge of RDSP and RESP products, servicing requirements, and regulatory considerations
Proven ability to manage escalations and resolve complex plan issues
Strong coordination and relationship-management skills across multiple internal and external stakeholders
Detail-oriented, with the ability to identify trends and systemic issues
Excellent written and verbal communication skills
Ability to work independently while operating effectively within a cross-functional team environment
Experience supporting registered investment plans within the Canadian financial services industry
Familiarity with Transfer Agency servicing models, dealer operations, and Advisor workflows
Understanding of CRA and ESDC reporting and registration requirements for RDSPs and RESPs
Typically between 4–6 years of relevant experience
Post-secondary degree in a related field of study or an equivalent combination of education and experience
Knowledge of business analysis, project delivery practices, and standards across the project lifecycle
Technical proficiency gained through education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process