Location
markham
Posted
May 25, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Join a dedicated team as a New Accounts Specialist in Markham, Ontario, focusing on registered investment products. This hybrid role emphasizes detail and strong communication skills over a contract duration of 6-7 months.
In the financial services sector, you will collaborate with advisors to manage client requests and ensure a smooth onboarding experience. Youβll be responsible for account setup and administration, while also helping improve operational efficiency. This role is perfect for someone who thrives in a client-focused environment and seeks growth in their career.
Key Responsibilities: β’ Handle transactions related to registered investment products β’ Manage the setup and maintenance of RRSP and TFSA accounts β’ Ensure compliance with distribution requirements for RRIF accounts β’ Reconcile control accounts and review operational reports β’ Respond professionally to inquiries from clients and advisors
Requirements: β’ 2+ years of experience in register...
In the financial services sector, you will collaborate with advisors to manage client requests and ensure a smooth onboarding experience. Youβll be responsible for account setup and administration, while also helping improve operational efficiency. This role is perfect for someone who thrives in a client-focused environment and seeks growth in their career.
Key Responsibilities: β’ Handle transactions related to registered investment products β’ Manage the setup and maintenance of RRSP and TFSA accounts β’ Ensure compliance with distribution requirements for RRIF accounts β’ Reconcile control accounts and review operational reports β’ Respond professionally to inquiries from clients and advisors
Requirements: β’ 2+ years of experience in register...