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Current Opportunities

Actra Fraternal Benefit Society (AFBS) – Manager of Investments

THE ORGANIZATION

AFBS (Actra Fraternal Benefit Society) is Canada’s national insurance and investment provider established and owned by Canadian performers and screenwriters and is regulated by OSFI. AFBS has been supporting its Member’s health, insurance, and retirement needs since 1975, helping to enrich creative lives. It is one of Canada’s strongest insurance companies in retirement plan providers.

ACTRA (Alliance of Canadian Cinema, Television and Radio Artists) and WGC (Writers Guild of Canada) are the Founding Guilds that had the will and vision to establish AFBS in order to provide their members with insurance and investment services.

A not-for-profit, fraternal organization, AFBS embodies a “we take care of our own “philosophy, bringing together performers and screenwriters with a shared commitment to creative excellence, and provide them with the ability to take care of their financial security. Moreover, AFBS also offers Fraternal Benefits to eligible Members and their dependents at no additional cost. The Fraternal Benefits are paid for by AFBS from income earned on its assets, and they include Scholarship Programs for Members and their Dependents, Subsidized Seniors’ Healthcare, Funeral Expenses, Home Assistance Benefits and more.

Visit afbs.ca to learn more about Actra Fraternal Benefit Society.

 

THE OPPORTUNITY

Job Title:Manager of Investments

Reports to:Chief Financial Officer

Direct Reports:2; RRSP Administrators

Location:Toronto, ON

 

THE MANDATE

AFBS’s Manager of Investments role is responsible for the oversight, completion, and support of a number of functions in support of the management of the segregated fund portfolio (RRSP, RRIF and TFSA plans).

The Manager of Investments will oversee the management of the call support centre and will be responsible for the effective triaging of member requests and concerns and will support and/or respond to escalated cases.

Based in Toronto, the Manager of Investments role will appeal to an entrepreneurial, proactive, high-energy individual who thrives in an innovative environment and seeks ownership over their function and results. The successful candidate will recognize this role represents an opportunity to build on past successes and directly impact the continued growth of a unique Canadian success story.

Key Responsibilities:

  • Accounting for the individual segregated funds
  • Cash flow monitoring and projection requirements for each Plan
  • Unit value determination (monthly)
  • Estate completion for RRSP, RRIF, TFSA including Member/Estate and Beneficiary Tax (including beneficiary disbursement, completion of tax slips, government remittances)
  • Supervision of Finance Call Centre (including new member set-up, processing of withdrawal requests)
  • Member RRSP/TFSA Withdrawals (including review of withdrawal requests, processing of payments, remittance of withholding taxes)
  • RRIF processing (including request for changes to withdrawals, processing of monthly payments, tax filings)
  • CRA and NR Tax Filings and Remittances
  • Various Year End tasks (including completing of annual statements, audit support, annual tax filings

CANDIDATE PROFILE

The successful candidate will have CPA or CA designation, along with familiarity around financial accounting, taxation and reporting, and rules and regulations around RRSPs, RRIFs and TFSAs.


How to Apply:

Please send your resume in Word or PDF format to: njohnson@optimumtalent.com. Copy and Paste the following job title and code and place it in the subject line of your email so we can identify the job and confirm receipt of your application:
ADMB-066385 Actra Fraternal Benefit Society (AFBS) – Manager of Investments - ON - Toronto and GTA (OTIAPPLY)

Please note that only those candidates meeting the selection criteria, established by our client, will be contacted further. Although we may not contact you directly for this particular role, all applications will be reviewed as we would like to consider you for future opportunities that may be appropriate. We encourage you to continue to visit our website at optimumtalent.com as our opportunities are updated on a regular basis.