Aviso Wealth

Bilingual Supervisor, Registered Plans

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$83,000 - CA$100,000 per year

About the role

  • Ensure all Registered Plan Administration meets SLA deadlines, such as RIF Payment Set-Ups, Updates and Runs, Non-Qualified Reporting, De-registrations, RESP/RDSP Payments, Notional updates, Monthly Reporting to CESG/CDSP, Reconciliation of RESP/RDSP error reports, Unlocking, Specialized withdrawals from Registered Plans (RIF, LIF, RSP, LRSP etc.) and providing proceeds to the client
  • Set positive leadership tone through gaining respect of staff, peers and stakeholders
  • Ensure staff members receive timely and appropriate training and development
  • Coach staff to increase performance while increasing/maintaining employee engagement and career growth and support onboarding of new employees
  • Review and approval of all journals posted to Registered and Non-Registered Accounts as part of an internal transfer
  • Be the IIROC and MFDA Trustee point of contact and responsible for ensuring all trustee updates are applied to current procedures and manuals
  • Complete Trustee reporting by generating and filing reports for IIROC and MFDA trustees
  • Ensure regulatory updates that arise from CRA, IIROC, MFDA, trustees and federal budget changes are implemented
  • Ensure all reporting is completed by the teams within SLAs and escalate any issues
  • Actively participate in IIAC Tax Committees
  • Distribute CRA/RQ/CESP/CDSP bulletins to the team as it impacts Reg Plans procedures
  • Point of Contact for CESP/CDSP, RQ, CRA and all other external auditors
  • Work closely with our system vendors and maintain good working relationships across Aviso
  • Monitors adjustments and estates with registered plans and verifies and approves all irregular or unusual transactions
  • Identifies areas of operational and systematic improvements and develops and implements recommendations

Requirements

  • Post-secondary education or equivalent experience, in-depth knowledge of all current operational procedures governing the mutual fund industry
  • In-depth and applied knowledge of RDSP/RESP products
  • 3-5 years of progressively, responsible experience in the mutual fund industry, including 1 to 2 years in a supervisory role
  • Completion of CSC
  • Excellent interpersonal and leadership skills
  • Ability to use time management and organizational skills to work effectively in a fast paced environment
  • Ability to work under pressure, set priorities and meet time constraints
  • Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
  • Highly motivated and results driven
  • Intermediate computer skills in MS Word, Excel, Outlook, Access
  • Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Registered Plan AdministrationRIF Payment Set-UpsNon-Qualified ReportingReconciliation of RESP/RDSP error reportsTrustee reportingOperational proceduresRDSP/RESP productsTime managementOrganizational skillsCustomer service
Soft Skills
LeadershipInterpersonal skillsCoachingEmployee engagementPerformance managementProblem-solvingMotivationResults-drivenCommunicationAdaptability
Certifications
CSC