Senior Advisor, Fiduciary Services

Downtown Montreal

Banking | Other | #4318

Permanent | French

About the employer

This well-established Canadian financial institution in the banking and trust sector stands out for its entrepreneurial environment on a human scale, offering rare decision-making latitude in a generally highly structured market. In the midst of an organizational transformation, the company is focusing on continuous improvement, autonomy and cross-functional collaboration to modernize its practices and generate a tangible impact within its fiduciary and registered plans activities.

Benefits

Hybrid work or 100% telecommuting depending on location – Flexible hours for a flexible lifestyle – Vacation weeks and personal days – Paid holidays and mobile leave bank – Health and wellness program – Unlimited access to telemedicine – Comprehensive insurance offered from day 1 – Employer contribution to RRSP and stock purchase plan – A company that invests in career development – Active collaboration with the management committee – Incredible career advancement opportunities – Dynamic and modern environment within a company offering excellent conditions – Managers who are committed to career development – A company that invests in career development – Active collaboration with the management committee – Incredible career advancement opportunities – Dynamic and modern environment within a company offering excellent conditions – Managers who are committed to career development. A company that invests in career development – Active collaboration with the management committee – Incredible opportunities for career advancement – Dynamic, modern environment within a company offering excellent conditions – Managers who believe in their employees and their shared success while offering support, latitude and autonomy

Your responsibilities in a few words!

Oversee day-to-day activities related to Bare Trustee services and registered plans – Structure, document and optimize fiduciary and operational processes – Maintain and renew agency agreements with external partners – Act as fiduciary specialist to internal teams and partners – Collaborate with legal, compliance, Ensure compliance of activities with regulatory and tax requirements – Prepare and manage communications with regulatory authorities and audits – Analyze the impact of legislative and tax changes affecting registered plans – Participate in the continuous improvement of internal practices and policies – Support agents in complex requests related to registered plans and locked-in plans – Produce reports and recommendations for senior management – Participate in strategic projects and organizational transformation initiatives

Your assets for this position!

University degree in law, finance or administration
Minimum of 5 years’ experience in Bare Trustee Services
Expertise in registered plans and their administration
In-depth knowledge of the Income Tax Act as it relates to registered plans
Experience with locked-in plans (LIRAs, LIFs, etc.).)
Experience in regulatory environment and fiduciary compliance
Ability to manage complex files with multiple stakeholders
Advanced mastery of Microsoft Word and Excel
Bilingualism with advanced professional English
Knowledge of the Canadian Securities Course (CSC) an asset

Summary

An ideal opportunity for a self-starter who is strategic and able to build solid processes while navigating effectively in a transforming environment. You will play a key role in an agile team where your fiduciary and regulatory expertise will have a direct impact on direction and day-to-day operations. You will thrive in a collaborative and entrepreneurial environment, working closely with an accessible and involved vice-presidency. By joining this team, you will contribute to structuring and modernizing strategic fiduciary activities while actively participating in major projects and continuous improvement initiatives. You’ll enjoy a high degree of autonomy, visibility with the executive and excellent career development opportunities.

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