Manager, Policy Holder Tax & Regulatory Operations

Application Deadline:07/07/2026Address:250 Yonge StreetJob Family Group:Wealth Sales & ServiceThe Manager, Policy Holder Tax & Regulatory Operations is responsible for overseeing the end-to-end operational delivery of policyholder tax reporting, unclaimed property, and regulatory compliance activities. This role ensures adherence to CRA requirements, FATCA, and CRS obligations, while driving operational excellence, audit readiness, and strong external relationships with regulators and vendors.The incumbent leads a team of operations professionals and partners cross-functionally with Tax, Compliance, Technology, and external stakeholders to deliver accurate, timely, and compliant reporting outcomes.KEY RESPONSIBILITIESRegulatory & Tax Compliance OversightProvide operational leadership for:Policyholder tax slips (e.g., T5s and other information returns)FATCA and CRS reporting and due diligence processesUnclaimed property identification, reporting, and remittanceEnsure compliance with CRA...