RBC
Operations Specialist, Registered Products
TORONTO, Ontario, Canada · Full-time
Sponsorship not specifiedDetected 2 days ago
ExpressData AnalysisComplianceExcelTaxCustomer SupportResearchCollaborationCritical ThinkingAdaptability
About the role
- Job Description What is the opportunity?
- As a Specialist, Operations, Canadian Tax Reporting, you will play a critical role in managing complex tax reporting functions within Wealth Management Canada Tax Operations.
- You will specialize in Non-Qualified Investments (NQI) reporting within registered plans, T3 trust returns processing for non-qualified investment, and estate reporting.
Responsibilities
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
- Expand your limits and create a new future together at RBC.
- Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
- Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.
Requirements
- This role combines regulatory compliance expertise with operational excellence, supporting our registered plans initiatives while ensuring accuracy and adherence to Canadian tax authority requirements (CRA/RQ).
- Assist with estate account reporting (T3 trust returns) and tax compliance workflows and support preparation of required tax documentation for estate-related registered accounts.
- and liaise with CRA/RQ and external vendors as required.
- 4-year degree from an accredited university OR High school diploma/equivalent AND 2+ years of relevant industry experience 1+ year in securities, banking, technology, or tax operations industry.
- Proficient computer skills in Windows-based software products including Word, Excel and Access Experience with T3 trust return processing.
- Ability to work with large datasets and reporting tools.
- Experience with estate tax reporting Proficiency in French Prior experience with RBC systems or wealth management platforms What's in it for you?
Compensation
- Annual review and updating of department procedures.
Benefits
- Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper.
This listing is sourced directly from RBC's careers page and normalized into a canonical job model.