Financial Services Plans Representative

Advance your expertise as a Registered Plans Representative in a hybrid setting located in Markham, Ontario. This role requires detail-oriented service coupled with strong communication in English.

For a duration of 6-7 months, you will collaborate with a financial services team, assisting in onboarding and managing client requests efficiently. Your focus will include registered investment products, enhancing overall service delivery while working closely with adept colleagues dedicated to superior client care.

Key Responsibilities:

• Manage the onboarding of registered investment accounts

• Assist in RRIF and TFSA account setup and management

• Administer Pre-Authorized Contributions and withdrawals

• Ensure compliance by reconciling account balances

• Provide responsive advisory support and address client inquiries

Requirements:

• 2+ years of experience in registered products in financial services

• Degree in business or a finance-related discipline

• Proficient in Microsoft Office Suite

• Strong organizational skills and attention to detail

• Familiarity with client tax reporting for registered plans

Utilize your client servicing expertise to enhance the onboarding process in this vital role.
#J-18808-Ljbffr