Hybrid Registered Plans Representative

Elevate your career as a Registered Plans Representative within a hybrid model in Markham, Ontario. This role focuses on client onboarding and detail-oriented financial services support.

In this 6-7 month position, you will join a financial services team, assisting advisors with onboarding processes and managing client inquiries effectively. Key tasks include handling registered investment products and ensuring transaction accuracy while contributing to enhanced service operations with experienced peers.

Key Responsibilities:

• Oversee onboarding of registered investment accounts

• Support setup and management of RRIF and TFSA accounts

• Administer Pre-Authorized Contributions and withdrawals

• Reconcile balances while ensuring compliance

• Provide responsive support for advisor and client inquiries

Requirements:

• Minimum 2 years in registered products within financial services

• Degree in business or finance-related field

• Proficient with Microsoft Office Suite

• Exceptional organizational and detail-oriented skills

• Knowledge of client tax reporting for registered plans

Leverage your client services skills to enhance the onboarding experience in this critical role.
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