Automotive technical specialist resolving vehicle arbitration claims for OPENLANE’s digital used - vehicle marketplace. Applying hands - on diagnostics, customer communication, and negotiation to settle disputes fairly.
About the role
- Bilingual Supervisor managing Registered Plans at Aviso Wealth, ensuring operational excellence and team performance. Coaching and leading the operations team while meeting regulatory standards for client services.
Responsibilities
- Ensure all Registered Plan Administration meets SLA deadlines, such as RIF Payment Set-Ups, Updates and Runs, Non-Qualified Reporting, De-registrations, RESP/RDSP Payments, Notional updates, Monthly Reporting to CESG/CDSP, Reconciliation of RESP/RDSP error reports, Unlocking, Specialized withdrawals from Registered Plans (RIF, LIF, RSP, LRSP etc.) and providing proceeds to the client
- Set positive leadership tone through gaining respect of staff, peers and stakeholders
- Ensure staff members receive timely and appropriate training and development
- Coach staff to increase performance while increasing/maintaining employee engagement and career growth and support onboarding of new employees
- Review and approval of all journals posted to Registered and Non-Registered Accounts as part of an internal transfer
- Be the IIROC and MFDA Trustee point of contact and responsible for ensuring all trustee updates are applied to current procedures and manuals
- Complete Trustee reporting by generating and filing reports for IIROC and MFDA trustees
- Ensure regulatory updates that arise from CRA, IIROC, MFDA, trustees and federal budget changes are implemented
- Ensure all reporting is completed by the teams within SLAs and escalate any issues
- Actively participate in IIAC Tax Committees
- Distribute CRA/RQ/CESP/CDSP bulletins to the team as it impacts Reg Plans procedures
- Point of Contact for CESP/CDSP, RQ, CRA and all other external auditors
- Work closely with our system vendors and maintain good working relationships across Aviso
- Monitors adjustments and estates with registered plans and verifies and approves all irregular or unusual transactions
- Identifies areas of operational and systematic improvements and develops and implements recommendations
Requirements
- Post-secondary education or equivalent experience, in-depth knowledge of all current operational procedures governing the mutual fund industry
- In-depth and applied knowledge of RDSP/RESP products
- 3-5 years of progressively, responsible experience in the mutual fund industry, including 1 to 2 years in a supervisory role
- Completion of CSC
- Excellent interpersonal and leadership skills
- Ability to use time management and organizational skills to work effectively in a fast paced environment
- Ability to work under pressure, set priorities and meet time constraints
- Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
- Highly motivated and results driven
- Intermediate computer skills in MS Word, Excel, Outlook, Access
- Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Bilingual Nurse Case Manager supporting patients, providers, and medication access for Cencora’s Canadian pharmaceutical programs. Coordinating case management, therapy funding, adherence, and adverse event reporting.
Bilingual Policy Specialist managing in - force insurance inquiries and policy transactions for Manulife, a Canada - based financial services provider. Handling billing, disbursements, policy changes, and customer resolutions.
PhD Psychology specialist evaluating culturally sensitive Cantonese - English content for AI training. Reviewing accuracy, ethics, and psychological best practices for Gramian Consultancy.
Account Resolution Representative resolving NIGO mutual and segregated fund transactions for Sun Life Global Investments. Validating documentation and coordinating with Advisors, Dealers and MGAs.
Bilingual KYC servicing representative reviewing documentation, managing cases, and handling Card Member interactions. Supporting American Express compliance operations and risk mitigation.
Bilingual Reimbursement Specialist guiding Canadian diabetes patients through insurance and prior authorization for Insulet’s Omnipod system. Processing claims and coordinating with payers, providers, and commercial teams.
Junior hazardous materials technician supporting EXP’s environmental consulting projects in Ottawa. Conducting hazardous - material investigations, sampling, monitoring, and technical reporting.
Bilingual service scheduling agent booking Geek Squad field - service appointments and handling customer inquiries. Supporting Best Buy customers through phone and chat while recording service information.
Freelance contributor recording natural English conversations for Perle’s AI training data. Using Chinese - language background and natural accents to improve inclusive speech technology.