At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a highly motivated and energetic Registered Accounts Specialist to join our Wealth Operations team, reporting to the Supervisor, Registered Accounts. In this role, you will be responsible for all processes and procedures related to the operation of Registered Plans such as Registered Disability Saving Plan (RDSP), Retirement Savings (RRSP), Retirement Income (RRIF), Education (RESP) and Locked In plans (LRSP, LRIF). You will ensure all requests and inquiries from advisors and clients are processed accurately and in a timely manner according to the established service level agreements and that respective control accounts are reconciled by the established deadlines.
WHAT YOU WILL DO
Manage RESP account administration
Process RRSP withdrawals
Perform special processing for estates, home buyers, LLP, marriage breakdown, court orders, etc.
Perform recurring events set up and ongoing support (PAC, SWP)
Manage control account reconciliation
Respond to client service inquiries related to registered products
Perform other duties as assigned.
WHAT YOU WILL BRING
Minimum of 1-year registered accounts experience
Post-secondary education
Knowledge of Registered Accounts/Products
Intermediate Knowledge of Microsoft Office products, primarily Excel
Excellent communication and organizational skills
Excellent attention to detail and problem-solving skills
Ability to work independently as well as in a team environment
Knowledge of client tax reporting
Overtime may be required during peak periods
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
