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Added 8 mins ago
YO
Early Years Educator - Part Time
YMCA of Three Rivers
Waterloo, ON
- Part-time
Attend required curriculum training and professional development opportunities. Maintain qualifications and certifications as required by the YMCA and provincial standards.
Added 8 mins ago
US
Career Programming Strategist
UBC Sauder School of Business
Vancouver, BC
- $7,158 to $10,292 CAD / month
- Full-time
…achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding…
Added 8 mins ago
CF
IT Change Management and Release Engineer II
CI Financial
Toronto, ON
- Full-time
Added 8 mins ago
S
Pricing Analyst
Sandvik
Surrey, BC · Sudbury, ON · Val-d'Or, QC · Lively
- Full-time
Are you a detail-oriented professional with a passion for pricing, data integrity, and continuous improvement? If so, we want to hear from you!
Added 8 mins ago
Pharmacy Assistant (Kroll Data Entry)
CareRx
Oakville, ON
Supportive Culture: Be part of a respectful, inclusive workplace where collaboration, connection and shared purpose drive everything we do.
Added 8 mins ago
Senior Mechanical Product Design Engineering Specialist
Trudell Medical Group
London, ON
Comply with relevant health and safety legislation, including the Workplace Safety and Insurance Act, the Occupational Health and Safety Act, etc.
Added 8 mins ago
Senior Product Development Engineering Specialist - Design Support & Sustaining
Trudell Medical Group
London, ON
Comply with relevant health and safety legislation, including the Workplace Safety and Insurance Act, the Occupational Health and Safety Act, etc.
Added 8 mins ago
Production Planner
Westerkirk
Victoria, BC
De Havilland Canada is a Canadian-owned and operated aircraft manufacturer dedicated to providing rewarding opportunities in a diverse and welcoming workplace.
Added 8 mins ago
Advisor, Strategic Planning
Alcohol and Gaming Commission of Ontario
Toronto, ON
We are seeking a collaborative, analytical and highly organized professional who can synthesize complex information, identify important considerations and contribute to evidence-informed…
Added 8 mins ago
Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
Learning and Development: We support your continued growth and learning through paid training and professional development opportunities throughout your career.
Added 8 mins ago
T
Audit Manager I, TD Securities (1149)
TD
Toronto, ON
- Full-time
Present objective and independent audit opinion on the adequacy of internal controls in accordance with established professional audit standards, including presentation of findings and…
Added 24 mins ago
CO
Crossing Guard (1 Vacancy)
City of Woodstock
Woodstock, ON
- Part-time
Experience interacting with the public in a positive and professional manner,
Added 38 mins ago
CI
Human Resources Generalist
CpK Interior Products Inc.
Windsor, ON
- $60,000 to $80,000 CAD / year
- Full-time
…an industry leader recognized for quality, innovation, and professional…
Added 38 mins ago
OE
Leadership and Relationship Coordinator
Oneness Education Foundation
Mississauga, ON
- Contract
Help maintain a positive and professional public image for the organization.
Added 38 mins ago
CO
Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
- Full-time
Learning and Development: We support your continued growth and learning through paid training and professional development opportunities throughout your career.
Added 39 mins ago
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…benefits that support team members’ financial, personal and professional…
Added 39 mins ago
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Personal Support Worker Unscheduled Part time
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Housekeeping Aide Permanent Part-Time Days
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Project Manager
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Toronto, ON
…collaborative to deliver initiatives on time and within budget. It is a professional role that combines strong Project Management, Business Relationship, and Change Management skills to…
Added 39 mins ago
Sr Project Manager
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…collaborative to deliver initiatives on time and within budget. It is a professional role that combines strong Project Management, Business Relationship, and Change Management skills to…
Added 1 hour ago
FD
Logistics Account Executive, Freight & Carrier Sales
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Mississauga, ON
- Full-time
…spirits in Southern Ontario. Fostering an engaged and safe workplace, our employees are motivated to provide outstanding customer service. Through innovative technology, we are continuously…
Added 1 hour ago
Program Manager, Product Change and Development
Westerkirk
Calgary, AB · Mississauga, ON
Always represent De Havilland in a professional and courteous manner in every communication with customers or prospective customers. Strive to achieve world class customer service…
Added 1 hour ago
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Housing Finder - HART Hub
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- Full-time
…restorative lens. This position calls for a dynamic, creative professional who can engage landlords strategically, understand housing market trends, employ strong negotiation skills and…
Added 1 hour ago
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- Full-time
Support performance management, professional development and a positive team culture.
Added 1 hour ago
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Senior Relationship Manager, Real Estate, SME
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- Full-time
…what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized…

Odlum Brown

Registered Accounts Administrator

Vancouver, BC, Canada

Apply About employer

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Job details

Apply by: Nov 6, 2026
Experience: 2+ years of investment industry experience working in Client Services or a similar function
Posting language: English
Posted: Oct 29, 2026

Original job description

WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY
We have an opportunity for a Registered Accounts Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Reporting to the Supervisor, Registered Accounts, we are seeking a Registered Accounts Administrator with a working knowledge of registered plans and products. The successful candidate is client service-focused, detail-oriented and motivated to provide high-quality support to advisory groups in a dynamic-paced environment.

RESPONSIBILITIES

Record client information and process forms for account activity related to registered accounts (RRSP, RRIF, RESP, RDSP, TFSA and FHSA)
Responsible for tax reporting of registered products
Respond to day-to-day inquiries and requests from internal and external clients in a timely manner
Support training for new and existing colleagues and assistants on registered accounts
Contribute to and lead continuous improvement initiatives related to best practices, operational efficiency and service levels
Work closely and collaboratively with team members across the firm

COMPETENCIES

Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety
Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

2+ years of investment industry experience working in Client Services or a similar function
Post-secondary education in business or a related field, or equivalent experience
Knowledge of registered products and policies is preferred
Experience in a financial institution with a solid understanding of CRA guidelines and trustee obligations
Working knowledge of financial regulatory requirements on registered products, tax reporting, anti-money laundering and compliance
Ability to exercise good judgement and decision-making within a policy and regulatory framework
Able to build effective working relationships with a keen eye for detail and the ability to work efficiently and accurately
Experience with Broadridge’s Dataphile or similar bookkeeping system
Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset
Proven organizational skills, with the ability to prioritize important and time-sensitive tasks
Able to work independently and take initiative, along with flexibility and willingness to assist others
Ability to take initiative and seek out information and solutions independently
Excellent verbal and written communication skills

WHAT WE OFFER
A culture of openness, collaboration, and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The salary for this role is $50,000 – $55,000/year, plus the potential for bonuses.

Our team is growing, and we are looking for a new team member to support this work. If this sounds like the environment you’d like to work in and you have the skills and experience for this role, we invite you to submit your cover letter and resume by November 5, 2026.

Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.

We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.

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More about this job

Responsibilities

The Registered Accounts Administrator is responsible for processing account activity for various registered products and ensuring accurate tax reporting. They also provide support to advisory groups, handle client inquiries, and contribute to continuous improvement initiatives.

Requirements

Candidates must have at least 2 years of investment industry experience in client services and a solid understanding of registered products and CRA guidelines. Proficiency in Microsoft 365 and experience with bookkeeping systems like Dataphile are required, along with strong organizational and communication skills.

Skills

Registered accounts administration
Client services
Tax reporting
Financial regulatory compliance
Data analysis
Operational efficiency
Project management
Microsoft 365
Dataphile
Communication skills
Attention to detail
Decision-making
Anti-money laundering
CRA guidelines
Organizational skills

Benefits

Mentorship programs
Professional development
Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Registered accounts
RRSP
RRIF
RESP
RDSP
TFSA
FHSA
Tax reporting
Investment industry
Client services
CRA guidelines
Trustee obligations
Financial regulatory requirements
Anti-money laundering
Compliance
Broadridge
Dataphile
Microsoft 365
Word
Excel
Outlook
Copilot
Operational efficiency
Project management
Financial services

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