Become a vital part of the Registered Plans team as a New Accounts Representative in Markham, Ontario. This hybrid role requires strong English skills and focuses on onboarding new advisors for registered investment products.
Our client in the financial services sector is seeking a detail-oriented individual for a 6-7 month contract. You will manage client transactions and support the administration of RRSP, TFSA, and RRIF accounts while ensuring compliance and efficiency. This role is ideal for those passionate about client care and teamwork in a fast-paced environment.
Key Responsibilities:
• Manage client requests for registered investment products
• Support RRSP, TFSA, and RRIF account administration
• Facilitate ongoing management of RRIF accounts
• Administer recurring financial events like contributions
• Provide clear support for advisor and client inquiries
Requirements:
• Minimum 2 years of experience with registered products
• Post-secondary edu...