Account Manager For Registered Plans Montreal Winnipeg

Elevate your career as an Account Manager specializing in registered plans at a reputable firm in Montreal, QC. Utilize your brokerage skills to enhance client service and relationship management. In this 6-month role, you will focus on managing RRSP, RESP, and TFSA plans while building solid relationships with clients. Your expertise in industry regulations will support proactive issue resolution and improve processes for better client interactions.

Key Responsibilities

• Understand registered plans' structure and operational procedures
• Maintain solid relationships through effective coordination
• Ensure high customer service by sharing important updates
• Resolve client issues promptly and efficiently
• Liaise with internal teams for timely task execution

Requirements

• University degree with 2+ years in brokerage or service roles
• Expertise in registered plans like RESP and RRSP
• Robust ...