This role is the key relationship management contact for a group of investment dealers for the Registered Product business line
Job Summary
This role is the key relationship management contact for a group of investment dealers for the Registered Product business line.
The position is responsible for responding to enquiries from clients with respect to the daily administration of the client’s registered plan accounts and ensuring clients are administering their registered plan accounts in accordance with TSX Trust issued policies and procedures.
This role is hybrid (2 - 3 days/week in the office) - based in Toronto, ON.
Matching Summary
This role is the key relationship management contact for a group of investment dealers for the Registered Product business line.
Salary
Base: 75,000/year - 80,000/year CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Registered plan administration
Client inquiries and support
Regulatory compliance
Financial Services industry experience
Retirement products knowledge
Nice-to-have
Develop and maintain positive client relationships
Adapt to changing environment
Estate & trust experience
Sales experience
Corporate and client communication development
Key Requirements
5+ years within the Financial Services industry
Specialized knowledge of retirement products
Basic understanding of interest rates and interest calculations
Strong communication skills
Working knowledge of Google Enterprise products, Microsoft Office, and Adobe Acrobat
Ability to work independently with minimal supervision