Manager, Registered Plans

Questrade Financial Group•Toronto, ON

6d•CA$100,000 - CA$115,000•Hybrid

About The Position

Questrade Financial Group (QFG) is a diverse, inclusive, and hybrid workplace that combines human-centric collaboration with AI-driven innovation to redefine financial services. We are looking for a Manager, Registered Plans to lead, motivate, and inspire RSP staff members to ensure all processes are completed accurately and efficiently. This role involves working collaboratively within supervisory and management groups to coordinate RSP team activities, monitor service quality, resolve issues, and collect/interpret metrics. The Manager will foster positive relationships internally and with third-party service providers, ensure regulatory compliance, lead projects, improve processes, and support the growth of the Brokerage Operations team. The role also focuses on coaching direct reports and driving innovation in process improvement through technology.

Requirements

7+ years of relevant work experience in the financial services industry
Experience with RESP reporting
Experience with processing and tax filing for all Registered plans
Knowledge of Google Workspace
Proven analytical and reconciliation skills and experience
Excellent communication skills
Positive attitude and strong client orientation
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
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

Nice To Haves

Basic Accounting experience
Completion of the CSC, CPH and related courses
Experience using Broadridge BPS
Attend networking events
Complete relevant CSI courses
Take a Manager Skills course
Join related professional seminars

Responsibilities

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 expert 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.