Become a key player as a Bilingual Account Manager in Toronto or Montreal, specializing in registered plans. Enjoy contract employment until December 31, 2026.
You will support a mid-office team dedicated to delivering exceptional client service in the financial sector. Your role involves navigating client relationships and providing guidance on RRSP, RESP, TFSA, and RDSP plans. A focus on proactive problem-solving and strong communication in both English and French will be critical for your success.
Key Responsibilities:
• Cultivate strong client relationships as a trusted advisor
• Offer expert guidance on registered plans and associate policies
• Collaborate with internal teams for efficient service delivery
• Resolve clients’ issues quickly and effectively
• Identify and implement process enhancements for better service
Requirements:
• 2+ years of experience in financial or client services
• In-depth knowledge of regulatory frameworks
• Hands-on exp...