Job Description

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?
• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We’re looking for our next Analyst, Registered Plans Tax Reporting. Could It Be You?
The Analyst, Registered Plans Tax Reporting is responsible for the end-to-end execution and integrity of tax reporting for Canadian Registered Plans. This role ensures that all annual filings—including TFSA, RRSP, RRIF, RESP, and the newly integrated FHSA—are submitted accurately and on time. Beyond routine filings, this individual acts as a subject matter expert for NQI (Non-Qualified Investment) research and plays a pivotal role in the remediation of reporting discrepancies through formal amendment processes.

In this role, you will deal with the lifecycle of registered plan tax reporting. You will be tasked with the preparation, validation, and submission of a wide array of tax slips and returns to both federal and provincial tax authorities. You will also perform "year-end cleanup" initiatives to identify and correct data anomalies before they impact clients. This position requires a blend of deep technical knowledge regarding government-sponsored savings accounts and the analytical rigor to handle complex amendment filings and NQI investigations.

Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
Non Qualified Investments
• Conduct detailed research into Non-Qualified Investments to ensure proper reporting and client notification in accordance with CIRO and CRA guidelines.
• Notify clients that hold Non-Qualified Investments in their registered accounts.
• Document and report Non-qualified securities to the CRA.

Year-End Tax Reporting
• Ensure accurate and timely production and filing of tax slips (T4RSP, T4RIF, NR4, T4A, RL2, RL1, T4FHSA, RL32, T550, and T3GR) and annual RRSP contribution receipts.
• Execute annual post-filing control and remediation exercises, utilizing data reconciliation to ensure internal records align with government filings.
• Perform the CRA/MRQ amendment process with utmost accuracy and effectiveness, ensuring corrections are filed promptly to minimize penalty risks and client impact.
• Utilize CRA Web Forms and other government portals for manual filings, status tracking, and to submit amendments, cancellations and original filings of tax records.
• Paper file all amendments, cancellations and originals to Revenue Quebec.
• Review and analyze monthly and yearly reporting to ensure year-end tax slips and XMLs are created and reported correctly.
• Identify and report issues to relevant parties both internally and externally for review
• Assist with Year-End QA to ensure accuracy in reporting prior to year-end production.

TFSA and FHSA Rejections
• Examine and communicate yearly TFSA and FHSA rejections based on lists provided by CRA to clients and internal teams.
• Track and document KYC and tax-details updates.
• Amend and/or cancel records with CRA using webform and XMLs.

General
• Investigate and resolve client queries and respond accordingly while maintaining exceptional levels of client service.
• Identify and suggest process improvement opportunities to enhance quality or efficiency.
• Complete daily processing of tasks with a high level of accuracy.
• Collaborate with other Questrade departments, CRA or other Financial institutions as required.
• Perform and/or assist with operational processes that support the Tax Reporting team in ensuring all regulatory obligations continue to be met.
• Remain current on all internal policies and industry regulations pertaining to account administration and client data privacy.
• Perform any other duties as required and/or assigned.

So are YOU our next Analyst, Registered Plans Tax Reporting? You are if you…
• Have a College or University degree/diploma or equivalent, is expected (preferably in Finance, Economics, Accounting, or related field).
• Have 2+ years of relevant work experience in finance, accounting, or tax roles within a regulated industry. Experience with Registered Plan administration or tax reporting will be preferred.
• Have a good understanding of the rules governing Canadian Registered Plans (TFSA, RRSP, RRIF, RESP, and FHSA).
• Have prior experience or a solid understanding of government-sponsored accounts in Canada, the US, or the UK.
• Have working knowledge of CRA and Revenu Québec year-end reporting forms including, but not limited to: T4RSP, T4RIF, NR4, T4A, RL-1, RL-2, TFSA, T4FHSA, RL-32, T550, T3GR, and RRSP Contribution receipts.
• Have advanced Excel or Google sheets skills (VLOOKUPs, Pivot Tables) for complex reconciliations.
• Have a "detective" mindset with the ability to spot patterns in large datasets and trace the root cause of reporting errors.
• Have the ability to pivot between high-volume seasonal filing periods and deep-dive analytical projects (like NQI research).
• Have clear written and verbal communication skills to explain complex tax implications to internal stakeholders.
• Have excellent analytical and problem-solving skills, with an extraordinary attention to detail.
• Are a self-motivated individual with the ability to work independently with little supervision.
• Have strong critical thinking and ability to decompose complex concepts into simple and compelling messages.
• Are curious and engaged, who take ownership of their own learning journey by asking questions and seeking out new information.
• Have strong communication skills and the ability to collaborate effectively.
• Are deadline-driven with excellent time management and organizational skills.
• Are able to multitask, and prioritize and re-prioritize workload as needed.
• Have the ability to work independently in a fast paced environment.
• Have completed Financial and/or investment certifications (highly valuable).

Additional kudos if you…
• Have experience using CRA Web Forms
• Have a strong understanding of the investment industry
• Have experience using complex financial software such as Broadridge BPS

Compensation Information:
• Base salary range: $55,000 - $65,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

Sounds like you? Click below to apply!
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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.