About this role
Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ?oneaviso? culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. The Opportunity: We?re looking for an RESP/RDSP Registered Plans Specialist to join our Operations team. Reporting to the Supervisor, Specialty Products , the RESP/RDSP Registered Plans Specialist is responsible for ensuring the overall administration of Registered Education Savings Plans (RESP), and Registered Savings Disability Plans (RDSP) are consistent and in accordance with company policies, Employment Services Development Canada (ESDC), Canada Revenue Agency (CRA), and CIRO (formerly MFDA and IIROC) regulations. The RESP/RDSP Registered Plans Specialist is a subject matter expert (SME) who provides guidance and quality assurance for the RESP/RDSP Plan Administrators and is the departmental contact for internal and external audits. As oneaviso:
• We Care ? You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
• We Dare ?You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share ? You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver ? You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve What your day looks like:
• Subject Matter Expert of CIRO (formerly IIROC and MFDA) RESP plans administration, providing guidance to Registered Plan RESP Administrators, ensuring quality of work • Point of contact for the administration of RESP plans and all product related processing of requests such as contributions, withdrawals (EAP/PSE/CWD/AIP), transfers, specialized transactions, etc. • Review various documents for accuracy and ensure transactions are completed within Service Level Agreement • Complete reporting/filing to CRA and ESDC for RESP accounts, including monthly, quarterly and annual filings. Participate in CIRO and ESDC audits adhering to internal and regulatory deadlines and guidelines • Review and confirm account setup on systems, with special attention to reviewing of government incentive and Annex forms for RESPF • Responsible for trustee reporting, working closely with trustees to ensure that all policies and procedures are adhe