Overnight bilingual banking advisor supporting RBC clients through phone, chat, video, and digital channels. Resolving banking concerns and delivering client - focused solutions for Canada’s largest bank.
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 insurance service associate supporting RBC life and health policy clients. Answering calls and emails, explaining policies, and resolving client concerns.
Spécialiste bilingue des conflits au cabinet d’avocats canadien McCarthy Tétrault. Gérant les recherches de conflits, l’ouverture de dossiers, la conformité KYC/AML et les données de facturation.
Spécialiste bilingue des conflits pour McCarthy Tétrault, cabinet d’avocats canadien. Gestion des vérifications de conflits, dossiers clients, conformité KYC/AML et lettres de mandat à Montréal.
Bilingual client relations specialist supporting Transamerica’s Canadian WFG insurance and financial - services field operations. Resolving escalated issues, handling high - volume inquiries, and guiding users across operational systems.
Bilingual collections specialist recovering overdue residential and commercial mortgage payments for Equitable Bank. Negotiating payment arrangements, managing delinquent accounts, and coordinating loan servicing.
Bilingual Contact Centre Representative supporting TD, a major North American bank, with credit - card and banking inquiries. Resolving issues, recommending products, and delivering compliant customer service in a hybrid role.
Bilingual BDC Representative converting high - volume automotive dealership leads into Sales and Service appointments for Optimy.ai. Using AI tools, CRM platforms, calls, texts, emails, and chat to drive lead conversion.
Bilingual Claims Service Representative handling first - notice - of - loss calls for Allstate Canada’s auto and property insurance customers. Explaining claim processes, gathering information, and coordinating inspections or emergency services remotely.
Bilingual Reimbursement Specialist supporting coverage requests, case coordination, and reimbursement resolution. Cencora connects pharmaceutical manufacturers, providers, and patients to needed therapies.