Investment Specialist - Infotree Global Solutions (Longueuil)
Infotree Global Solutions • longueuil, Canada
Role Description
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...