*Contract End Date:
December 2026*

JOB STATEMENT:

Reporting to the Manager, Registered Plans and working in a fast-paced environment, the Registered Products Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and inquires are handled promptly with care and accurately, adhering to the established service levels. This role requires strong communication in both English and French skills and a commitment to maintaining a positive customer experience.

RESPONSIBILITIES:

Efficiently handle client requests and transactions related to all types of registered products, ensuring accuracy, compliance with regulatory standards, and timely completion;
Leverage in-depth knowledge of registered products (e.G., RRSPs, TFSAs, RESPs, and RRIFs) to ensure accurate administration, including account setups, updates, and ongoing maintenance;
Facilitate the creation and management of RESP and RRIF accounts, including accurate setup and adherence to payout requirements for minimum distributions;
Set up, manage,and provide ongoing support for recurring financial events such as Pre-Authorized Contributions (PACs), Systematic Withdrawal Plans (SWIPs), and other automated transactions;
Reconcile control accounts regularly, ensuring balances are accurate and discrepancies are promptly addressed;
Manage assignedreports by preparing, reviewing, and maintaining documentation in compliance with company standards and regulatory requirements;
Respond promptly and professionally to client inquiries related to registered products, providing clear and actionable guidance to address their needs effectively;
Actively contribute to process optimization by identifying inefficiencies and proposing improvements;
Collaborate on the development and enhancement of products and services to better meet client expectations and regulatory demands;
and
supporting a positive customer experience and upholding service standards within operations and business development.

QUALIFICATIONS:

Post-secondary education
Minimum of 3 years of registered product administrative experience
Excellent communication and organizational skills
Excellent attention to detail, and problem-solving skills
Knowledge of client tax reporting
Ability to work independently as well as in a team environment
Knowledge of Dataphile is an asset

COMPENSATION:

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Worldsource Wealth Management

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