Bilingual Account Manager for Registered Plans

Become a key player as a Bilingual Account Manager in Toronto or Montreal, specializing in registered plans. Enjoy contract employment until December 31, 2026.

You will support a mid-office team dedicated to delivering exceptional client service in the financial sector.

Your role involves navigating client relationships and providing guidance on RRSP, RESP, TFSA, and RDSP plans. A focus on proactive problem-solving and strong communication in both English and French will be critical for your success.

Key Responsibilities:

• Cultivate strong client relationships as a trusted advisor

• Offer expert guidance on registered plans and associate policies

• Collaborate with internal teams for efficient service delivery

• Resolve clients’ issues quickly and effectively

• Identify and implement process enhancements for better service

Requirements:

• 2+ years of experience in financial or client services

• In-depth knowledge of regulatory frameworks

• Hands-on experience with registered plans

• Bilingual proficiency in English and French

• Proactive and team-oriented in a bustling environment

Apply your bilingual communication and client management skills to enhance service delivery in registered plans.
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