Officer, Registered Plans (Metro Vancouver)

Overview

A career as an Officer, Registered Plans within Trust Services at National Bank offers the opportunity to support the accurate and compliant administration of registered products such as RRSPs, RRIFs, TFSAs, and pension plans.

Responsibilities

• Process financial transactions for registered and pension plans, including benefit payments and taxable distributions.
• Manage high-risk transactions and ensure accuracy in activities with tax implications.
• Maintain client documentation and pensioner records while ensuring strong compliance standards.
• Collaborate with branch teams to support service delivery and address client needs.
• Contribute to process improvements by identifying and sharing operational best practices.
• Collaborate with the Registered Plans team within Trust Services and the branch network, benefiting from strong leadership, mentorship, and continuous learning opportunities.

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