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Aviso

Bilingual Registered Plans Administrator

Toronto, ON, Canada

$46,000 to $55,000 CAD / year · Full-time

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Job details

Pay: $46,000 to $55,000 CAD / year
Job type: Full-time
Apply by: Nov 5, 2026
Experience: Minimum of 2-3 years of experience in the financial industry, preferably in Operations or Registered Plans
Posting language: English
Posted: Oct 6, 2026

Original job description

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We are looking to fill an opening for a Bilingual Registered Plans Administrator to join our Operations Team.

Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms.

As oneaviso:

We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.
Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSA, etc.
Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and intervention
Completion of CIRO Registered Plan audits within internal and regulatory deadlines
Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans
Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current
Remain current on CRA, RQ, ESDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Requirements

Your experience and skills:

Post-secondary education and/or equivalent experience
Minimum of 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
Pro-active 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 of Dataphile is an asset
This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred.
Ability to work EST standard hours

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

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

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

Administer registered plan products and process requests, ensuring registrations, contributions, withdrawals, and audits meet regulatory and internal deadlines. Resolve inquiries within service-level deadlines, coordinate with related operations teams, and keep procedures current with trustee and regulatory changes.

Requirements

Requires post-secondary education or equivalent experience and 2–3 years of financial industry experience, preferably in operations or registered plans. Candidates should have strong communication, customer service, organizational, analytical, and detail-oriented skills; French is required for conducting business, while English is strongly preferred, and Microsoft Office knowledge is expected.

Skills

Registered Plan Administration
Regulatory Compliance
Customer Service
Communication
Problem-Solving
Analytical Skills
Time Management
Organization
Attention To Detail
Quality Assurance
Teamwork
Independent Work
Microsoft Office
Dataphile
French
English

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Registered Plans
Registered Retirement Income Funds
Tax-Free Savings Accounts
Registered Education Savings Plans
First Home Savings Accounts
De-Registration
Account Unlocking
Specialized Withdrawals
Regulatory Compliance
CIRO
CRA
Revenu Québec
ESDC
Trustee Regulations
Registered Plan Audits
Service-Level Agreements
Tax Operations
Estate Administration
Transfers
New Accounts
Client Account Maintenance
Microsoft Outlook
Microsoft Excel
Microsoft Word
Dataphile
Financial Services
Operations
Quality Assurance

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