Overview
Manager, Registered Plans Jobs in Toronto, Canada at Questrade Financial Group
Title: Manager, Registered Plans
Company: Questrade Financial Group
Location: Toronto, Canada
Category:
Questrade Financial Group (QFG), through its companies – Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting‑edge technology to help Canadians become much more financially successful and secure.
At QFG, we combine human‑centric collaboration with AI‑driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.
Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this 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 Manager, Registered Plans. Could It Be You?
The Registered plans Manager will lead, motivate and inspire the RSP staff members to ensure all processes are completed accurately and efficiently. They will work collaboratively within the supervisory and management groups to coordinate the activities of the RSP teams to successfully meet the business needs. They will monitor service quality where required to ensure issues are resolved efficiently and effectively, and collect, interpret and report on metrics.
They will foster positive and productive relationships internally and with service providing third parties. They work collaboratively with all parties to effectively resolve issues and ensure regulatory compliance. They will lead and ensure projects are completed on time and accurately, escalate issues and provide solutions where and when appropriate. They will improve processes and procedures where applicable.
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…