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Administrer et traiter les demandes liées aux régimes enregistrés (REEE, REER, CELI, FRR, CELIAPP), assurer conformité réglementaire et délais, réaliser audits, collaborer avec équipes fiscales et opérationnelles, mettre à jour procédures et soutenir le service à la clientèle.

Process and manage new and fee-based account openings in the Dealer Member space, ensure compliance and accurate documentation, use Laserfiche/OSM/Dataphile, update client data, support fee-based programs, communicate issues, cross-train peers, and contribute to continuous improvement.

Designs, develops and delivers bilingual training for advisor partners, maintaining e-learning and webinar libraries, liaising with SMEs, tracking continuing education credits, and ensuring regulatory and product knowledge is current.

Lead taxation strategy and implementation for mutual funds, oversee distributions and tax filings, support fund events (launches, mergers), monitor tax regulations, provide tax disclosure for regulatory documents, and assist with fund reporting such as financial statements and MRFPs.

Manage financial and regulatory reporting for NEI investment funds; coordinate with fund administrators, auditors and internal teams; ensure IFRS-compliant filings; support fund launches, mergers and tax reporting; and drive process improvements and internal controls.

Lead and enhance enterprise crisis management, business continuity, and third-party risk programs. Develop and test plans, conduct risk assessments, deliver training, mentor stakeholders, produce senior- and Board-level risk reporting, and drive mitigation strategies across the organization.

The Wealth Coordinator or Associate Wealth Advisor supports a Senior Wealth Advisor through administrative and sales tasks, assists in client interactions, manages files, and helps with marketing activities while learning about financial strategies and industry trends.

Provide administrative support to financial planners: respond to client inquiries, process transactions and account openings/maintenance, schedule appointments, maintain regulatory files and financial planning records, assist with marketing coordination, and identify referral opportunities to support client relationships and service delivery.

Provide holistic financial advice and planning, manage investment and insurance accounts, complete complex documentation (estate/trust), pursue business development and marketing, build long-term client relationships, and collaborate with internal teams to deliver integrated wealth management solutions while delivering exceptional client service.

Process and track incoming and outgoing account transfers, monitor transfer mailboxes, initiate manual and ATON transfers, follow up on statuses, respond to inquiries, file/shred documents, support colleagues, and handle special projects to meet service level agreements.