Registered Plans Operations Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 61662

Our client, a leading Canadian banking institution, is looking for Registered Plans Operations Officer to join their team.  

Job Number: #61662
Pay Rate: $18/Hr
Location:  77 Bloor Street West, Toronto
Duration:  Contract 

Must have good credit score and clear criminal record

Job Responsibilities: 
Process transactions accurately and on time
• Escalate processing issues where necessary to ensure a high level of service is maintianed
• Service clients as required - adhere to Service Level Agreements (SLA) and internal service delivery standards
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Identify opportunities to improve service delivery and support process improvement initatives
• Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment
• Keep others informed and up-to-date about the status/progress of porjects and all relevant or useful information related to day to day activities

Sound knowledge of CRA Registered Plans (RRSP, TFSA, RRIF, RESP, & RDSP) guidelines
• Knowledgeable on Registered Plans Products, Pension Acts (Provincial and Federal)
• Highly motivated team player, quick learner with strong attention to detail and time management skills
• Intermediate to Advanced proficiency in MS Excel (Vlookup, Pivot Tables, formula auditing, and SUM/if formula)
• Excellent verbal and written communication skills

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, EIS an asset
• Call Centre experience an asset

To apply, please click Apply Online or submit your resume by email to:
View all of our job postings at 
Accommodations are available upon request to support your participation during all stages of the recruitment process.

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