Registered Plans Wealth Operations Officer

Toronto, ON | Temporary

Job ID: 52579 Industry: Administrative/Office Support

Position Title: Operations Officer 
Pay Rate: $ 17/hour 
Duration: 4 months 
Location: Toronto - Yonge & Bloor 

Job Description – Registered Plans Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities. Provides continuity of service to all clients and business partners in order to maintain or exceed our Service Level Agreement commitments and create a Legendary Client Experience. 


1.) Attention to detail 
2.) Accuracy 
3.) Excel skills knowledge – intermediate 
4.) Previous banking experience 
5.) Typing 

Job requirements: 

  • Sound knowledge of CRA Registered Plans (RRSP, TFSA, RRIF, RESP & RDSP) guidelines 
  • Knowledgeable on Registered Plans Products, Pension Acts-Provincial and Federal 
  • Strong organizational and time management skills 
  • Highly motivated team player, quick learner with strong attention to detail 
  • Intermediate to Advanced proficiency in Microsoft Office Suite, including but not limited to, Vlookup, Pivot tables and reporting, formula auditing and SUM/if formula. 
  • Advanced Keyboarding 
  • Post-Secondary education required (University degree an asset) 
  • Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset 
  • Proficiency in ISM, SMS, Electronic Imaging Services (EIS) an asset 
  • Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset 
  • Proven Telephone etiquette – Call Centre experience an asset 
  • Proficiency in spoken and written communication 
  • Commitment to client service excellence

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