Job Description
Join a dynamic team as a Registered Plans Account Manager in Montreal, QC. Apply your brokerage expertise to foster client relationships and ensure exceptional service delivery.
This 6-month position emphasizes managing RRSP, RESP, and TFSA plans while enhancing client interactions. You will coordinate with internal teams, keeping clients informed about key developments and promoting a high standard of customer service.
Key Responsibilities:
• Understand structure and procedures of registered plans
• Cultivate strong client relationships through coordination
• Deliver high customer service by relaying vital updates
• Resolve client issues promptly and effectively
• Collaborate with operations for efficient task execution
Requirements:
• University degree with 2+ years in brokerage/service roles
• In-depth knowledge of registered plans, including RESP and RRSP
• Familiarity with industry regulations and operations
• Exceptional communication and inter...
This 6-month position emphasizes managing RRSP, RESP, and TFSA plans while enhancing client interactions. You will coordinate with internal teams, keeping clients informed about key developments and promoting a high standard of customer service.
Key Responsibilities:
• Understand structure and procedures of registered plans
• Cultivate strong client relationships through coordination
• Deliver high customer service by relaying vital updates
• Resolve client issues promptly and effectively
• Collaborate with operations for efficient task execution
Requirements:
• University degree with 2+ years in brokerage/service roles
• In-depth knowledge of registered plans, including RESP and RRSP
• Familiarity with industry regulations and operations
• Exceptional communication and inter...
Ready to Apply?
Take the next step in your AI career. Submit your application to Infotree Global Solutions today.
Submit Application