Description
The Individual Wealth Administrator will administer new business and in-force transactions for non-registered, registered retirement savings plans, tax-free savings accounts, and first-home savings accounts; process policy changes, service requests, account reconciliations, and Gatekeeper work; and provide client and advisor service. The role is permanent and full-time, hybrid in Waterloo, Ontario, with a minimum office schedule of two consecutive days every other week plus a fifth day per month, and availability from 9:00 AM to 6:00 PM ET. The position starts in December 2026 and requires a university degree, college diploma in business, or equivalent work experience, along with strong communication, analytical, Excel, and transaction-handling skills.
