[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-manager-registered-plans-support-bank-of-montreal-de-global":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":60,"processed_longitude":61,"processed_employment_types":62,"processed_working_hours":63,"processed_working_hours_labels":65,"processed_home_office":66,"processed_salary_min":57,"processed_salary_max":58,"processed_salary_currency":54,"processed_salary_source":67,"processed_benefits":68,"processed_benefits_labels":75,"processed_industry":76,"processed_skills":7,"processed_job_location":77,"processed_full_address_gmaps":78,"processed_street_gmaps":79,"processed_city_gmaps":80,"processed_postal_code_gmaps":81,"processed_country_gmaps":82,"processed_country_iso_code_gmaps":83,"full_description":16,"formatted_description":84,"processed_employment_types_labels":23,"processed_home_office_labels":21,"processed_industry_labels":25,"processed_it_skills":85,"processed_it_skills_labels":86,"processed_soft_skills":87,"processed_soft_skills_labels":89,"processed_job_expertise_skills":90,"processed_job_expertise_skills_labels":92,"processed_language_requirements":93,"processed_total_experience_years":100,"processed_professional_field":101,"processed_professional_field_labels":103,"processed_leadership_role":12,"processed_date_posted":19,"raw_job_url":104,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":76,"canonical_industry_label":25,"max_cpc":105,"actual_cpc":7},81275,"manager-registered-plans-support-bank-of-montreal","Manager, Registered Plans Support",null,{"name":9,"slug":10,"logo_url":7},"Bank of Montreal","bank-of-montreal",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":19,"validThrough":20,"jobLocationType":21,"employmentType":22,"industry":24,"skills":26,"baseSalary":52},"https:\u002F\u002Fschema.org\u002F","JobPosting","Application Deadline: 10\u002F30\u002F2026 Address: VIRTUAL59 - REMOTE\u002FTELETRAVAIL - ON - BMO Job Family Group: Strategy & Change The Manager, Registered Plans Support role is responsible for providing specialized support and oversight for Registered Disability Savings Plans (RDSPs) and Registered Education Savings Plans (RESPs). This role acts as a key liaison between Sales, Client Services, Fund Administration, Transfer Agency, and external government agencies including ESDC and the CRA. The successful candidate will ensure effective servicing, timely issue resolution, and continuous improvement of RDSP and RESP processes for Advisors, Dealers, and internal BMO partners. Key Responsibilities Coordinate closely with Sales, Client Services, Fund Administration, Transfer Agency, and external agencies such as ESDC and CRA to support Advisors, Dealers, and BMO Sales teams with the servicing of RDSP and RESP plans. Act as the primary point of escalation for complex RDSP and RESP servicing issues raised by Sales teams or Client Services. Provide hands‑on support to Advisors and Dealers with the processing and administration of RDSP and RESP plans, as required. Serve as the key contact for RDSP and RESP NIGO (Not In Good Order) items, working with Transfer Agency and other stakeholders to resolve issues efficiently. Monitor, track, and analyze NIGOs specific to RDSP and RESP plans to identify root causes and recurring issues. Maintain ongoing oversight of RDSP and RESP activity, identifying trends and systemic issues impacting Advisors and Dealers. Coordinate and support scheduled communications to clients and Advisors, in partnership with the Sales team and\u002For Contact Centre. Make recommendations to improve servicing models, processes, and support for registered plans, with a particular focus on RDSPs and RESPs. Assist with the development and maintenance of policies, procedures, and support materials related to RDSP and RESP plans. Work closely with the Product Support team on RDSP\u002FRESP‑related issues and contribute to the creation and enhancement of registered plan support materials. Key Skills & Competencies 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 Preferred Qualifications 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 and post-secondary degree in 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\u002For business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $55,500.00 - $120,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https:\u002F\u002Fjobs.bmo.com\u002Fglobal\u002Fen\u002FTotal-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https:\u002F\u002Fjobs.bmo.com\u002Fca\u002Fen. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.",{"@type":18,"name":9},"Organization","2026-10-05","2027-10-05","REMOTE",[23],"PERMANENT",[25],"Financial Services",[27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51],"Coordination","Relationship Management","Written Communication","Verbal Communication","Collaboration","Teamwork","Analytical Skills","Problem Solving","Influence","Attention to Detail","Data Driven Decision Making","Registered Disability Savings Plans (RDSP)","Registered Education Savings Plans (RESP)","Financial Services Industry Knowledge","Transfer Agency Servicing Models","Dealer Operations","Advisor Workflows","CRA Reporting Requirements","ESDC Reporting Requirements","Business Analysis","Project Delivery Practices","Escalation Management","Process Improvement","Policy Development","Procedure Maintenance",{"@type":53,"currency":54,"value":55},"MonetaryAmount","CAD",{"@type":56,"minValue":57,"maxValue":58,"unitText":59},"QuantitativeValue",55500,120000,"YEAR",[],[],"permanent",[64],"FULL_TIME",[64],"remote","estimated",[69,70,71,72,73,74],"Health insurance","Tuition reimbursement","Accident and life insurance","Retirement savings plans","Performance-based incentives","Discretionary bonuses",[69,70,71,72,73,74],"financial services",[],[],[],[],[],[],[],"Application Deadline: 10\u002F30\u002F2026\n\nAddress: VIRTUAL59 - REMOTE\u002FTELETRAVAIL - ON - BMO\n\nJob Family Group: Strategy & Change\n\nThe Manager, Registered Plans Support role is responsible for providing specialized support and oversight for Registered Disability Savings Plans (RDSPs) and Registered Education Savings Plans (RESPs). This role acts as a key liaison between Sales, Client Services, Fund Administration, Transfer Agency, and external government agencies including ESDC and the CRA. The successful candidate will ensure effective servicing, timely issue resolution, and continuous improvement of RDSP and RESP processes for Advisors, Dealers, and internal BMO partners.\n\n## Key Responsibilities\n\n- Coordinate closely with Sales, Client Services, Fund Administration, Transfer Agency, and external agencies such as ESDC and CRA to support Advisors, Dealers, and BMO Sales teams with the servicing of RDSP and RESP plans.\n- Act as the primary point of escalation for complex RDSP and RESP servicing issues raised by Sales teams or Client Services.\n- Provide hands‑on support to Advisors and Dealers with the processing and administration of RDSP and RESP plans, as required.\n- Serve as the key contact for RDSP and RESP NIGO (Not In Good Order) items, working with Transfer Agency and other stakeholders to resolve issues efficiently.\n- Monitor, track, and analyze NIGOs specific to RDSP and RESP plans to identify root causes and recurring issues.\n- Maintain ongoing oversight of RDSP and RESP activity, identifying trends and systemic issues impacting Advisors and Dealers.\n- Coordinate and support scheduled communications to clients and Advisors, in partnership with the Sales team and\u002For Contact Centre.\n- Make recommendations to improve servicing models, processes, and support for registered plans, with a particular focus on RDSPs and RESPs.\n- Assist with the development and maintenance of policies, procedures, and support materials related to RDSP and RESP plans.\n- Work closely with the Product Support team on RDSP\u002FRESP‑related issues and contribute to the creation and enhancement of registered plan support materials.\n\n## Key Skills & Competencies\n\n- Strong knowledge of RDSP and RESP products, servicing requirements, and regulatory considerations\n- Proven ability to manage escalations and resolve complex plan issues\n- Strong coordination and relationship‑management skills across multiple internal and external stakeholders\n- Detail‑oriented, with the ability to identify trends and systemic issues\n- Excellent written and verbal communication skills\n- Ability to work independently while operating effectively within a cross‑functional team environment\n\n## Preferred Qualifications\n\n- Experience supporting registered investment plans within the Canadian financial services industry\n- Familiarity with Transfer Agency servicing models, dealer operations, and Advisor workflows\n- Understanding of CRA and ESDC reporting and registration requirements for RDSPs and RESPs\n- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.\n- Knowledge of business analysis, project delivery practices and standards across the project lifecycle.\n- Technical proficiency gained through education and\u002For business experience.\n- Verbal & written communication skills - In-depth.\n- Collaboration & team skills - In-depth.\n- Analytical and problem solving skills - In-depth.\n- Influence skills - In-depth.\n- Data driven decision making - In-depth.\n\nSalary: $55,500.00 - $120,000.00\n\nPay Type: Salaried\n\nThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https:\u002F\u002Fjobs.bmo.com\u002Fglobal\u002Fen\u002FTotal-Rewards\n\n## About Us\n\nAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.\n\nAs a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.\n\nTo find out more visit us at https:\u002F\u002Fjobs.bmo.com\u002Fca\u002Fen.\n\nBMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.\n\nNote to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.\n\nBMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.\n\n## Who we are\n\nWe’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.",{},[],{"coordination":88,"relationship management":88,"written communication":88,"verbal communication":88,"collaboration":88,"teamwork":88,"analytical skills":88,"problem solving":88,"influence":88,"attention to detail":88,"data driven decision making":88},4,[27,28,29,30,31,32,33,34,35,36,37],{"advisor workflows":91,"business analysis":91,"dealer operations":91,"policy development":91,"process improvement":91,"escalation management":88,"procedure maintenance":91,"cra reporting requirements":91,"project delivery practices":91,"esdc reporting requirements":91,"transfer agency servicing models":91,"financial services industry knowledge":88,"registered education savings plans (resp)":88,"registered disability savings plans (rdsp)":88},3,[38,39,40,41,42,43,44,45,46,47,48,49,50,51],{"detected_language_jobad":94,"required":95},"en",[96],[97],{"language":98,"level":99},"ENGLISH","C2",5,[102],"Finance",[102],"https:\u002F\u002Fbmo.wd3.myworkdayjobs.com\u002Fen-us\u002Fexternal\u002Fjob\u002Fremoteteletravail-on-can\u002Fmanager--registered-plans-sales-services---support_r260027263",1]