Operations Specialist, Registered Products

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. 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).

In this role, you will also be responsible for liaising with business partners and vendors in scheduling, tracking, and quality control activities, escalating issues and risk elements as applicable. You will be responsible for supporting and resolving complex client inquiries independently, seeking assistance as appropriate, following established department procedures.

What will you do?

• Manage NQI reporting workflows within registered plans (RRSP, TFSA, FHSA, RIF) and ensure accurate validation, documentation, and reporting of NQI holdings.

• Research and resolve NQI compliance issues and escalate complex matters to managers as needed, maintaining adherence to all regulatory and firm policy requirements.

• Investigate and resolve data variances with documented root cause analysis and maintain detailed logs of processing results and follow-up actions.

• Assist with estate account reporting (T3 trust returns) and tax compliance workflows and support preparation of required tax documentation for estate-related registered accounts.

• Execute daily oversight of exception-based processes to validate system accuracy and run and analyze reports to identify and resolve exceptions.

• Perform large-scale data analysis to support accuracy and efficiency initiatives and participate in testing and implementation of system enhancements for registered plans.

• Provide technical support and problem resolution for business partners, clients, and other operations departments; address escalated inquiries independently; and liaise with CRA/RQ and external vendors as required.

• Annual review and updating of department procedures.

• Perform other duties and responsibilities as assigned.

What do you need to succeed?

Must haves:

• 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.

• Strong data analysis and reconciliation capabilities.

• Ability to work with large datasets and reporting tools.

• Strong problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes

Nice-to-have

• Knowledge of non-qualified investments and registered plan legislation.

• Experience with estate tax reporting

• Proficiency in French

• Prior experience with RBC systems or wealth management platforms

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits.

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• Opportunities to do challenging work.

• Opportunities to take on progressively greater accountabilities.  

Job Skills

Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

Additional Job Details

Address:

180 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-20

Application Deadline:

2026-08-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.