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Salary: CAD 46,000 - 55,000 / annual
Aviso Wealth is a leading Canadian wealth management and investment services provider with approximately $145 billion in assets under administration and over 1,000 employees. The company operates offices in Toronto, Vancouver, Montreal, and Winnipeg, serving credit unions, portfolio managers, investment dealers, insurance and trust companies, and introducing brokers across Canada.
The Bilingual Registered Plans Administrator will join the Operations Team, reporting to the Supervisor of Registered Plans. This role is responsible for processing requests for registered plan products within the CIRO (formerly IIROC and MFDA) regulatory platforms.
Key responsibilities include:
- Administration and processing of registered plan requests such as de-registration, unlocking, and specialized withdrawals for RESPs, RRSPs, TFSAs, RIF accounts, FHSAs, and similar products
- Ensuring registrations, contributions, and withdrawals meet regulatory deadlines set by the Canada Revenue Agency (CRA), Revenu Québec (RQ), and Employment and Social Development Canada (ESDC)
- Investigating, responding to, and resolving registered plan inquiries within service level agreement (SLA) deadlines, escalating issues requiring management review
- Completing CIRO Registered Plan audits within internal and regulatory deadlines
- Collaborating with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams on registered plan updates
- Actively participating in Registered Plan Committee Meetings to ensure trustee and regulatory changes are implemented into procedures and manuals
- Staying current on CRA, RQ, ESDC, and trustee regulations through review of legislation, press releases, and industry bulletins
Aviso's culture emphasizes four core values: We Care (building trusted relationships and championing service excellence), We Dare (challenging the status quo with bold ideas), We Share (collaborating openly and seeking diverse perspectives), and We Deliver (taking ownership and focusing on meaningful results).
Requirements:
- Post-secondary education and/or equivalent experience
- Minimum 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
- Proactive 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 with Dataphile is an asset
- Bilingual capability: required to conduct business in French; bilingual in English is strongly preferred
- Ability to work EST standard hours
