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 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!
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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.
