Location
lanaudiere, qc, Canada
Posted
July 09, 2026
Job Description
Excel as a Retirement Plans Specialist at Dexian, managing requests and ensuring compliance with retirement regulations using Salesforce. Bring your banking expertise and attention to detail for impactful results.
At Dexian, you will manage financial partner requests and oversee Registered Retirement Plans compliance. This position requires 2–4 years of relevant experience in a banking or financial setting, robust accuracy, and teamwork. Your skills in MS 365, particularly Excel, will be essential for processing retirement-related withdrawals effectively.
Key Responsibilities:
• Receive requests through Salesforce from financial partners
• Manage Registered Retirement Plans per CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals related to retirement funds accurately
• Collaborate with internal teams to meet operational needs
Requirements:
• 2–4 years in a banking or fina...
At Dexian, you will manage financial partner requests and oversee Registered Retirement Plans compliance. This position requires 2–4 years of relevant experience in a banking or financial setting, robust accuracy, and teamwork. Your skills in MS 365, particularly Excel, will be essential for processing retirement-related withdrawals effectively.
Key Responsibilities:
• Receive requests through Salesforce from financial partners
• Manage Registered Retirement Plans per CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals related to retirement funds accurately
• Collaborate with internal teams to meet operational needs
Requirements:
• 2–4 years in a banking or fina...