Position Overview
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:
β’ Cultivate strong client relationships as a trusted advisor
β’ Offer expert guidance on registered plans and associate policies
β’ Collaborate with internal teams for efficient service delivery
β’ Resolve clientsβ issues quickly and effectively
β’ Identify and implement process enhancements for better service
Requirements:
β’ 2+ years of experience in financial or client services
β’ In-depth k...