Manager, Registered Plans Sales Services – Support

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with Sales, Client Services, Fund Administration, Transfer Agency, and external entities such as ESDC and CRA to assist Advisors, Dealers, and BMO Sales teams with RDSP and RESP servicing.

• Serve as the main escalation contact for intricate RDSP and RESP servicing challenges.

• Provide direct support to Advisors and Dealers involved in processing and managing RDSP and RESP plans.

• Act as the primary liaison for RDSP and RESP NIGO matters and collaborate with stakeholders to address concerns.

• Monitor, track, and analyze RDSP and RESP NIGOs to uncover root causes and recurring problems.

• Oversee RDSP and RESP activities to identify trends and systemic challenges.

• Coordinate scheduled communications with clients and Advisors in partnership with the Sales team and/or Contact Centre.

• Suggest enhancements to registered-plan servicing models, processes, and support systems.

• Assist in the development and upkeep of policies, procedures, and support materials for RDSP and RESP plans.

• Work together with the Product Support team on RDSP/RESP issues and improve registered-plan support resources.

⛳️ Requirements

• Comprehensive knowledge of RDSP and RESP products, servicing obligations, and regulatory aspects.

• Demonstrated ability to manage escalations and resolve intricate plan issues.

• Strong coordination and relationship-management abilities across various internal and external stakeholders.

• Detail-oriented mindset, with a knack for identifying trends and systemic challenges.

• Exceptional written and verbal communication skills.

• Capability to work independently while effectively collaborating within a cross-functional team environment.

• Experience in supporting registered investment plans in the Canadian financial services sector.

• Familiarity with Transfer Agency servicing models, dealer operations, and Advisor workflows.

• Understanding of CRA and ESDC reporting and registration criteria for RDSPs and RESPs.

• Typically possesses 4–6 years of relevant experience.

• Holds a post-secondary degree in a pertinent field or an equivalent combination of education and experience.

• Knowledge of business analysis, project delivery methodologies, and standards throughout the project lifecycle.

• Technical proficiency acquired through education and/or professional experience.

• Strong verbal and written communication capabilities.

• Proven collaboration and teamwork skills.

• Advanced analytical and problem-solving abilities.

• Strong influence skills.

• Proficient in data-driven decision-making.

🏝️ Benefits

• Performance-based incentives.

• Discretionary bonuses.

• Health insurance.

• Tuition reimbursement.

• Accident insurance.

• Life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Tools and resources to achieve new milestones.

• Accommodations available upon request during the selection process.