At a Glance
- Tasks: Administer registered plans and process various financial requests with precision.
- Company: Leede Financial, a top investment dealer in Canada, focused on client success.
- Benefits: Full-time role with dental care and paid time off.
- Other info: Work in a diverse environment with opportunities for growth and learning.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: 2-3 years in financial services and strong communication skills required.
The predicted salary is between 63000 - 77000 $ per year.
Leede Financial is one of Canada’s leading full-service investment dealers and provides a full range of investment products and services to clients all across Canada.
Our diverse group of experienced and knowledgeable investment advisors and portfolio managers help clients achieve their long‑term financial goals by offering independent, timely, and objective financial advice.
Key Responsibilities
- Administer registered plan products and process a variety of requests, including deregistration’s, unlocking, specialized withdrawals, and other registered plan transactions.
- Ensure registrations, contributions, and withdrawals are processed accurately and within all applicable regulatory deadlines for RESPs, RSPs, TFSAs, RIFs, FHSAs, and other registered plans.
- Investigate, respond to, and resolve registered plan inquiries within established Service Level Agreement (SLA) timelines, escalating matters requiring management review or intervention as appropriate.
- Complete CIRO Registered Plan audits within internal and regulatory deadlines, ensuring accuracy and compliance.
- Collaborate closely with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams to coordinate updates and changes to registered plans.
- Actively participate in Registered Plan Committee meetings and support the implementation of trustee and regulatory changes into internal procedures, processes, and manuals.
- Ensure procedures and reference materials remain accurate, current, and aligned with applicable regulatory requirements.
- Stay current with CRA, Revenue Québec (RQ), Employment and Social Development Canada (ESDC), trustee requirements, and other applicable regulations through ongoing review of legislation, regulatory updates, press releases, and industry bulletins.
Requirements
- Your Experience & Skills
- Post-secondary education and/or equivalent relevant experience.
- 2–3 years of experience in the financial services industry, preferably within Operations or Registered Plans.
- Strong verbal and written communication skills.
- Demonstrated ability to work effectively both independently and as part of a collaborative team.
- Excellent time management, organizational skills, and attention to detail.
- Proactive problem‑solving abilities with strong analytical and investigative skills.
- Strong commitment to delivering exceptional client service.
- High level of accuracy and attention to detail, with a strong focus on quality assurance.
- Ability to manage competing priorities, work effectively under pressure, and consistently meet tight deadlines.
- Strong proficiency in Microsoft Office, particularly Outlook, Excel, and Word.
- Experience with Dataphile is considered an asset.
- Fluency in English is required; bilingual proficiency in English and French is considered an asset.
Compensation
Job Type
- Full-time
- Dental care
- Paid time off
Shift
- 8 hour shift
- Work Location: In person in our Toronto office
We strive to foster a workplace that reflects the diversity of people and the clients we serve, and we are committed to excellence and inclusion in our organization.
We welcome applications from all qualified candidates.
We thank all those who apply; however, only those selected for an interview will be contacted.
#J-18808-Ljbffr
Registered Plans Administrator in Toronto employer: Leede Financial Inc.
Leede Financial is an exceptional employer that prioritizes employee growth and development within a collaborative and inclusive work culture. Located in the vibrant city of Toronto, we offer competitive benefits such as dental care and paid time off, ensuring our team members feel valued and supported. Join us to be part of a diverse group dedicated to delivering outstanding financial services while fostering a workplace that reflects the communities we serve.
