Operations Officer

What is the opportunity?

The selected candidate will be responsible for the fulfillment of transactions within the RESP/RDSP Maintenance team. The functions within the team encompass RESP/RDSP transfers, the Student Partner Program/International Student program along with various regulatory reports. The selected candidate will complete transactions within strict deadlines while providing an exceptional client experience. The candidate will acquire extensive Investment knowledge and will also act as a referral point for other team members for the applicable policy, process and procedure. The business hours are Monday – Friday, from 8:30 AM – 5:00 PM.

This role is an Agent of the Future (AOTF) Role - meaning it’s a hybrid role where employees assists Investments teams cross functionally.

What will you do?

• Delivers excellent service to our clients every time; focusing on doing what is best for our clients and the organization - making it Simpler,...