Job Title

Account Manager (Mid office) Registered Plans Specialist

Duration

6 Months

Location

Montréal, QC

Job Description

the top choice for portfolio managers (PMs), serving as a broker for introducing brokers (IBs) seeking administrative brokerage support. provides trading and custody services to PMs and acts as a broker for IBs registered with IIROC across Canada. Building strong partnerships with our clients is crucial to our success.

Your Role

• Understand the structure and procedures of the registered plans (RRSP, RESP, TFSA etc.)
• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of
• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
• Ensure prompt and complete resolution of all client...