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Retirement Specialist - brampton

Dexian

brampton, peel region, Canada Full-time June 09, 2026

Found Description

Overview

Job Title: Retirement Funds Processing Specialist

Location: Ottawa, ON (Hybrid)

Duration: 9 months contract (with possibility of extension/conversion)

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.

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.

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