Registered Regimes Administrator, Temporary

Notice:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to demonstrating leadership, innovation, and responsibility while betting on partnership and community. Working with talented and energetic professionals who embody our values on a daily basis, you will quickly realize that it is our employees and our dynamic "oneaviso" culture that set us apart from other companies. If you are looking for an interesting and stimulating job within a company that is people-focused, discover what Aviso can offer you by visiting the website www.aviso.ca/fr.

The Challenge

We are looking for a Registered Regimes Administrator to join our operations team for 6 months.

Reporting to the Supervisor, Registered Regimes, the incumbent is responsible for processing registered regimes requests within the platforms of the OCRI (formerly OCRCVM and ACFM).

As an oneaviso

• We take care of you – You do what’s right for the client, partners, and colleagues. You build trust, promote service excellence, and contribute to a culture where everyone feels valued and supported.
• We dare – You challenge the status quo with bold ideas and new perspectives. You embrace change, seek out opportunities for innovation, and are comfortable exploring new ways of working.
• We excel – You collaborate openly and build meaningful relationships. You seek out diverse viewpoints, share your knowledge, and work together with colleagues, clients, and partners to help them succeed.
• We deliver results – You take ownership of your work, meet your commitments, and focus on delivering concrete results. You are accountable for your actions and constantly seek to improve.

What Your Day Looks Like

• Administer registered regimes and process requests such as unenrollments, deactivations, specialized withdrawals, etc.
• Ensure that enrollments, contributions, and withdrawals comply with the regulatory deadlines for REEE, REER, CELI, FRR, CELIAPP, etc.
• Review, process, and settle all registered regime requests within the service level agreement deadlines and escalate any issues requiring review and intervention by management.
• Conduct registered regime audits with the OCRI within internal and regulatory deadlines.
• Work closely with the teams responsible for taxation, succession, transfers, new accounts, and client account management for any necessary updates to registered regimes.
• Actively participate in registered regime committee meetings to ensure that fiduciary and regulatory changes are applied to procedures and manuals, which must be up-to-date.
• Monitor the evolution of the ARC, Revenu Québec, Employment and Social Development Canada, and fiduciary regulation by consulting the legislation, press releases, and sectorial information bulletins.

Requirements Your Experience and Skills

• Post-secondary studies and/or equivalent experience
• Minimum of 2 to 3 years of experience in the financial sector, preferably in the field of registered regimes or operations
• Excellent communication skills
• Ability to work independently and in a team
• Excellent organizational and time management skills with a strong attention to detail
• Proactive problem-solving skills and strong analytical skills
• Exceptional customer service orientation
• Particular attention to detail and precision, with an emphasis on quality assurance
• Ability to work under pressure and meet deadlines
• Solid knowledge of Microsoft Office (Outlook, Excel, Word)
• Benefits Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that values innovation and celebrates the success of its employees.

Some traits that set us apart:

• A competitive compensation program that rewards and values each individual's contributions.
• Comprehensive health, dental, and first-class insurance to meet the diverse needs of our employees.
• Generous vacation time, health and wellness benefits, and additional parental leave options.
• Additional contributions to our retirement plan.
• A commitment to continuous improvement of our staff through learning and development, as well as a training support program.
• Regularly organized social events to foster teamwork.
• Employment Equity Policy

Aviso Wealth welcomes and encourages applications from all qualified individuals, including disabled candidates. If you require an accommodation, we will work with you to meet your needs at every stage of the hiring process.

We thank all candidates for their interest, however, only those candidates selected for further study will be contacted.

No recruiters or agencies, please.

Company Overview

With total assets under administration and management of over $130 billion, and a workforce of over 1,000 employees, Aviso is a major provider of wealth management and investment services for the Canadian financial sector. We are building a cutting-edge, client-focused wealth management ecosystem. Our clients include our partners, advisors, and investors. We are a trusted partner for almost all credit unions in Canada, as well as a wide range of asset managers, investment dealers, insurance companies, trust companies, and securities dealers. Our partners rely on Aviso to provide them with highly targeted solutions that give them a competitive edge in an evolving and highly competitive sector. Our investment dealer, our collective investment dealer, and our insurance services support thousands of investment advisors. Our asset manager, Placements NEI, specializes in responsible investing. Our online brokerage service, Qtrade Investissement directMD, empowers independent investors, and our fully automated investment service, Portefeuilles accompagnés QtradeMD, is for investors who prefer a passive approach. Aviso Correspondants offers a range of trust and account management services to a wide variety of companies. We have offices in Toronto, Vancouver, and Montreal. Aviso is supported by the collective strength of its owners: the credit union centers, Co-operators/CUMIS and Desjardins. We are proud to propel companies that empower investors.

Careering at Aviso means being part of a group of talented and energetic professionals who live their values on a daily basis, and belonging to an organization that is committed to your success and the development of your career. If you are looking for an interesting and stimulating job within a company that is people-focused, apply to join our team!

Salary

The anticipated salary range for this position is $46,000 to $55,000 CAD per year. Individual compensation conditions are based on various factors specific to each candidate and the requirements of the position.