Retirement Specialist Laurentides

Position Summary

The successful candidate will receive requests through Salesforce from financial partners, manage Registered Retirement Plans in accordance with CRA guidelines, ensure compliance with all applicable regulations and tax deductions, and process withdrawals related to retirement funds.

Typical Day-to-Day Responsibilities

• Receive requests through Salesforce from financial partners.
• Manage Registered Retirement Plans in accordance with CRA guidelines.
• Ensure compliance with all applicable regulations and tax deduction requirements.
• Process withdrawals related to retirement funds.
• Review and process requests accurately and within established timelines.
• Work closely with internal partners to support operational requirements.

Must-Have Skills

• 2–4 years of banking or financial institution experience.
• Proficiency with MS 365, including:
• Excel
• Word
• Outlook
• Compliance background.

Soft Skills

• Strong accuracy and attention to detail.
• Effective prioritization skills.
• Tech‑savvy with the ability to learn and navigate systems efficiently.
• Team player with strong collaboration skills.

Nice‑to‑Have Qualifications

• Experience working with Salesforce.
• Prior experience with RRSP funds and processing withdrawals.
• Canadian Securities Course (CSC) certification.

Equal Opportunity Employer

Dexian is an Equal Prospect Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Accommodations

Dexian Canada will, on request, provide accommodations for disabilities to support your participation in all aspects of our Recruitment and Assessment/Selection Processes.