Manager, Registered Plans

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 Manager, Registered Plans. Could It Be You? The Registered Plans Manager will lead, motivate, and inspire RSP staff members to ensure all processes are completed accurately and efficiently. In this role, they will work collaboratively within the supervisory and management groups to coordinate the activities of the RSP teams to successfully meet business needs. While monitoring service quality where required to ensure issues are resolved efficiently and effectively, the Manager will also collect, interpret, and report on metrics.To ensure regulatory compliance, they will foster positive and productive relationships internally and with third-party service providers, working collaboratively with all parties to effectively resolve issues. Additionally, they will lead projects and ensure they are completed on time and accurately, escalating issues and providing solutions where and when appropriate, while continuously improving processes and procedures where applicable.   Need more details? Keep reading… In this role, responsibilities include but are not limited to:  Oversee and monitor all aspects of Registered plans including but not limited to RRSP, RIF, RESP, TFSA, LIF, LIRA, LRSP and FHSA Be the subject-matter in Registered plans at Questrade Financial Group Delegate process & procedure documentation, approve content Ensure departmental procedures are complied with. Develop and maintain strong and productive relationships with internal and external clients, liaise with external vendors as required  Collaborate with peers and employees and other department heads and administrators to identify and implement processing and procedural improvements Assess training needs within the team and collaborate with the Manager, Corporate Training to design and deliver employee trainings Communicate strategic objectives to team, and implement processes and procedures designed to meet identified objectives Be an integral part of designing and implementing processes & procedures for any function within Registered plans to meet identified objectives Schedule and conduct team meetings Support the growth of the Brokerage Operations team and any special projects, including planning for staffing and work flow allocation  Focus on coaching and the growth of any direct reports Encourage and be a driving force for innovation in the process improvement leveraging technologies Develop, implement and maintain metrics, KPI’s, and productivity reports Develop the business case to build/expand team as necessary Regularly follow up and thoroughly review reconciliations Work collaboratively with team keeping team leaders/supervisors/managers informed of developments. Perform any other duties as required and/or assigned.   So are YOU our next Manager, Registered Plans? You are if you… Have 7+ years of relevant work experience in the financial services industry Have experience with RESP reporting Have experience with processing and tax filing for all Registered plans Have basic Accounting experience (as an asset) Have knowledge of Google Workspace Have proven analytical and reconciliation skills and experience Have excellent communication skills Have a positive attitude and strong client orientation Have strong organizational and multitasking capabilities Possess the ability to work confidentially, discretely and independently in a fast paced environment Bring Canadian financial and/or brokerage knowledge Hold completion of the CSC, CPH and related courses (as an asset) Offer experience using Broadridge BPS (as a preference) Value curiosity to learn and understand why and how Demonstrate the ability to collaborate effectively as a team player Show strong troubleshooting and problem solving skills Display proven people leadership skills Maintain strong interpersonal and relationship building skills   Additional kudos if you… Attend networking events Complete relevant CSI courses Take a Manager Skills course Join related professional seminars   Compensation Information: Base salary range: $100,000 - $115,000 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! #LI-NK1 #LI-Hybrid