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New Accounts Specialist in Markham

Altis Technology
Location 📍 markham, Canada
Posted 📅 May 25, 2026
Work Type ⏰ Full-time

Position Overview

Join a dedicated team as a New Accounts Specialist in Markham, Ontario, focusing on registered investment products. This hybrid role emphasizes detail and strong communication skills over a contract duration of 6-7 months.

In the financial services sector, you will collaborate with advisors to manage client requests and ensure a smooth onboarding experience. You’ll be responsible for account setup and administration, while also helping improve operational efficiency. This role is perfect for someone who thrives in a client-focused environment and seeks growth in their career.

Key Responsibilities: • Handle transactions related to registered investment products • Manage the setup and maintenance of RRSP and TFSA accounts • Ensure compliance with distribution requirements for RRIF accounts • Reconcile control accounts and review operational reports • Respond professionally to inquiries from clients and advisors

Requirements: • 2+ years of experience in register...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
markham, Canada