Registered Plans Representative Hybrid Role
Altis Technology • markham, Canada
Role Description
Advance your career as a Registered Plans Representative in a hybrid setup located in Markham, Ontario. This position, lasting 6-7 months, necessitates strong English communication and detail-oriented service.
Joining a financial services client’s team, you will support advisors with onboarding, manage client requests, and ensure accurate transaction processing. Focus on registered investment products and contribute to improving service operations while working alongside experienced colleagues dedicated to top-tier client experiences.
Key Responsibilities:
• Oversee the onboarding of new registered investment accounts
• Support RRIF and TFSA account setup and management
• Administer Pre-Authorized Contributions and withdrawals
• Reconcile balances and ensure compliance with standards
• Provide responsive support to advisor and client inquiries
Requirements:
• 2+ years in registered products within financial serv...
Joining a financial services client’s team, you will support advisors with onboarding, manage client requests, and ensure accurate transaction processing. Focus on registered investment products and contribute to improving service operations while working alongside experienced colleagues dedicated to top-tier client experiences.
Key Responsibilities:
• Oversee the onboarding of new registered investment accounts
• Support RRIF and TFSA account setup and management
• Administer Pre-Authorized Contributions and withdrawals
• Reconcile balances and ensure compliance with standards
• Provide responsive support to advisor and client inquiries
Requirements:
• 2+ years in registered products within financial serv...