Location: Markham, ON (Hybrid, 2 days on-site per week)
Language: Strong written and spoken English required
Duration: Contract, ASAP start to end of October
Background Check Requirement: Criminal, credit, employment verification and education background check required

About the Opportunity
This is an exciting opportunity for a detail-oriented financial services professional to join a fast-paced, collaborative team supporting registered investment products. In this role, you will play a key part in ensuring clients’ retirement and savings plans are administered accurately, directly impacting their financial well-being and long-term goals.

You will work alongside experienced teams across operations, tax, and administration, supporting a high-volume environment where precision and accountability are essential. This role sits within the financial services sector and offers exposure to a broad range of registered plans, making it an excellent opportunity to deepen your expertise and contribute to meaningful client outcomes.

What’s In It for You
You’ll gain hands-on experience across a variety of registered products in a supportive and structured environment. This team values accuracy, collaboration, and continuous learning, offering exposure to complex processes and opportunities to strengthen your technical expertise. It’s an ideal role for someone who enjoys problem-solving and thrives in a dynamic, deadline-driven setting.

Your Responsibilities
• You’ll process daily contributions, withdrawals, and transfers across registered plans including RRSP, RRIF, TFSA, LIF, LIRA, RPP, and FHSA
• You’ll manage rollovers such as RRSP to RRIF conversions, ensuring compliance with regulatory requirements
• You’ll monitor and resolve Low Units and NSF reports to prevent or correct payment issues
• You’ll support investment selection processes and maintain accurate client account records
• You’ll manage high-volume inbox requests, prioritizing urgent and time-sensitive items
• You’ll perform reporting, reconciliation, and documentation to ensure data accuracy and audit readiness

Skills and Qualifications
• 2+ years of experience administering Canadian registered investment products, completion of Post-Secondary education is required
• Strong knowledge of CRA rules related to RRSP, RRIF, TFSA, LIF, LIRA, RPP, and FHSA
• Proficiency in Microsoft Office, with strong Excel skills for reporting and analysis
• Experience with systems such as Dataphile or similar platforms is an asset
• High attention to detail with strong organizational and time management skills
• Excellent communication skills with the ability to support both clients and internal stakeholders

Why Partner with Altis
If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.