Manager, Registered Plans Sales Services – Support

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $55.5k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Coordinate with Sales, Client Services, Fund Administration, Transfer Agency, and external agencies including ESDC and CRA to support Advisors, Dealers, and BMO Sales teams with RDSP and RESP servicing • Act as the primary escalation point for complex RDSP and RESP servicing issues • Provide hands-on support to Advisors and Dealers processing and administering RDSP and RESP plans • Serve as the key contact for RDSP and RESP NIGO items and work with stakeholders to resolve issues • Monitor, track, and analyze RDSP and RESP NIGOs to identify root causes and recurring issues • Oversee RDSP and RESP activity and identify trends and systemic issues • Coordinate scheduled communications to clients and Advisors with the Sales team and/or Contact Centre • Recommend improvements to registered-plan servicing models, processes, and support • Assist with developing and maintaining policies, procedures, and support materials for RDSP and RESP plans • Collaborate with the Product Support team on RDSP/RESP issues and enhance registered-plan support materials

🎯 Requirements

• Strong knowledge of RDSP and RESP products, servicing requirements, and regulatory considerations • Proven ability to manage escalations and resolve complex plan issues • Strong coordination and relationship-management skills across multiple internal and external stakeholders • Detail-oriented, with the ability to identify trends and systemic issues • Excellent written and verbal communication skills • Ability to work independently while operating effectively within a cross-functional team environment • Experience supporting registered investment plans within the Canadian financial services industry • Familiarity with Transfer Agency servicing models, dealer operations, and Advisor workflows • Understanding of CRA and ESDC reporting and registration requirements for RDSPs and RESPs • Typically between 4–6 years of relevant experience • Post-secondary degree in a related field of study or an equivalent combination of education and experience • Knowledge of business analysis, project delivery practices, and standards across the project lifecycle • Technical proficiency gained through education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • In-depth data-driven decision-making skills

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request during the selection process