Analyst, Registered Plans Tax Reporting

5700 Yonge St, North York, ON M2N 5M9, Canada

Posted Friday, March 6, 2026 at 5:00 AM

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting‑edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward‑thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting‑edge solutions that delight and serve our customers.

Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

The Analyst, Registered Plans Tax Reporting is responsible for the end‑to‑end execution and integrity of tax reporting for Canadian Registered Plans. This role ensures that all annual filings—including TFSA, RRSP, RRIF, RESP, and the newly integrated FHSA—are submitted accurately and on time. Beyond routine filings, this individual acts as a subject matter expert for NQI (Non‑Qualified Investment) research and plays a pivotal role in the remediation of reporting discrepancies through formal amendment processes.

In this role, you will deal with the lifecycle of registered plan tax reporting. You will be tasked with the preparation, validation, and submission of a wide array of tax slips and returns to both federal and provincial tax authorities. You will also perform "year‑end cleanup" initiatives to identify and correct data anomalies before they impact clients. This position requires a blend of deep technical knowledge regarding government‑sponsored savings accounts and the analytical rigor to handle complex amendment filings and NQI investigations.

In this role, responsibilities include but are not limited to:

• Conduct detailed research into Non‑Qualified Investments to ensure proper reporting and client notification in accordance with CIRO and CRA guidelines.
• Notify clients that hold Non‑Qualified Investments in their registered accounts.
• Document and report Non‑qualified securities to the CRA.

• Ensure accurate and timely production and filing of tax slips (T4
  
  RSP, T4
  
  RIF, NR4, T4A, RL2, RL1, T4
  
  FHSA, RL32, T550, and T3GR) and annual RRSP contribution receipts.
• Execute annual post‑filing control and remediation exercises, utilizing data reconciliation to ensure internal records align…