Team Lead

4 days ago


Markham, Ontario, Canada Altis Recruitment Full time

Our client in the financial services sector is seeking a Team Lead of Registered Products to join their team in Markham on a long-term contract. This position runs until 2026 and includes 2 weeks of vacation.

Reporting to the Senior Manager of Investment products in a fast-paced environment, the Acting Team Lead of Registered Plans will oversee the Registered Products Team. The ideal candidate will be highly motivated, energetic, and possess in-depth knowledge of all registered products, the Income Tax Act, CRA guidelines, and the Pension Act provisions.

Roles and Responsibilities

  • Act as a subject matter expert on registered products (RRSP, RRIF, TFSA, RESP, locked-in pension accounts), with in-depth knowledge of the Income Tax Act, CRA, and regulatory guidelines.
  • Review registered plans policies semi-annually to ensure compliance and communicate regulatory changes.
  • Lead and coach the team, fostering development and sharing best practices.
  • Supervise daily operations, ensuring SLAs are met and proper planning for peak seasons.
  • Collaborate with management and other departments on operational initiatives.
  • Address escalated issues and maintain controls to enhance business relationships.
  • Other duties as required.

Qualifications and Skills

  • Post-secondary education.
  • Bilingualism considered a strong asset.
  • Completion of the Canadian Securities Course and/or Canadian Investment Mutual Funds Course considered an asset.
  • Investment Funds Institute of Canada Operations course considered an asset.
  • 5 years of relevant experience in the investment industry.
  • Strong customer focus and professional acumen.
  • Excellent problem-solving, analytical, and conflict resolution skills.
  • Strong communication, organizational, and listening skills.
  • Proficient in Microsoft Office.
  • Team player with initiative and independence.

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