At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB OVERVIEW Reporting to the Supervisor, Registered Accounts, the Registered Accounts Specialist will be responsible for all processes and procedures related to the operation of Registered Plans such as, Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF), Registered Education Saving Plan (RESP), Registered Disability Saving Plan (RDSP), and Locked In plans (LRSP, LRIF). This highly motivated and energetic candidate must ensure all requests and inquiries from advisors, clients and internal teams are processed accurately and in compliance with regulatory standards. Ensuring efficient, accurate and timely administration of registered products is crucial to the success at both an individual and team level. WHAT YOU WILL DO Managing RRIF / RLIF account administration, including the setup and payout of minimums, maximums, lump sums, etc. Processing and assisting with RRSP withdrawals. Performing and assisting with special processing for estates, home buyers (HBP and FHSA), LLP, marriage breakdown, court orders, etc. Handling and setup of recurring events and ongoing support (PAC, SWP). Assisting with account reconciliation for registered accounts. Handle contributions, redemptions, and other operational activities related to registered accounts. Collaborate, provide support and work closely with financial advisors and client service / internal teams to resolve any issues or discrepancies with registered products. (account management, transactions, account statuses, etc) Performing other duties as assigned. RDSP and RESP account administration may be in scope. Participate in audits and internal reviews to ensure accuracy and regulatory adherence. Identify and implement improvements to operational processes to enhance the efficiency, accuracy, and timeliness of account administration. Assist in the development and execution of new procedures and best practices to improve operational performance. Collaborate with cross-functional teams to streamline workflows and improve the client experience related to registered products. Provide regular updates and status reports to management and compliance teams as required. WHAT YOU WILL BRING: 2+ years of experience in an operations role within the financial services industry, preferably with a focus on registered products (RRSPs, TFSAs, RESPs, etc.). Post-secondary education Completion of the Canadian Securities Course (CSC) or other relevant certifications (e.g., Financial Services, Operational Management) is an asset. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and financial systems or platforms related to registered products. Excellent communication and interpersonal skills, with the ability to work independently and in a team-oriented, collaborative environment. Ability to troubleshoot issues and resolve operational challenges efficiently. Strong organizational skills with the ability to manage multiple tasks and deadlines. Excellent attention to detail and problem solving skills Knowledge of client tax reporting CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Paid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747. CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
