Manager, Registered Plans Support

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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/or 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/RESP‑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/or 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.

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://jobs.bmo.com/global/en/Total-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://jobs.bmo.com/ca/en.

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.