Job Description
Explore a fulfilling role as a Bilingual Financial Security Advisor in Montreal, QC, with a hybrid work model. Your knowledge of registered plans and client engagement will be pivotal.
With a university degree and a minimum of two years in a brokerage or service role, you will focus on building and maintaining strong client relationships. The position requires an understanding of both internal services and client needs surrounding registered plans to ensure the highest service levels.
Key Responsibilities:
• Master registered plans including RRSP and RESP
• Develop robust client relations through effective coordination
• Resolve client concerns promptly and suggest improvements
• Directly advise clients on Bank policies and procedures
• Initiate recommendations for enhancing business relations
Requirements:
• University degree with at least 2 years of relevant experience
• Familiar with regulatory and oper...
With a university degree and a minimum of two years in a brokerage or service role, you will focus on building and maintaining strong client relationships. The position requires an understanding of both internal services and client needs surrounding registered plans to ensure the highest service levels.
Key Responsibilities:
• Master registered plans including RRSP and RESP
• Develop robust client relations through effective coordination
• Resolve client concerns promptly and suggest improvements
• Directly advise clients on Bank policies and procedures
• Initiate recommendations for enhancing business relations
Requirements:
• University degree with at least 2 years of relevant experience
• Familiar with regulatory and oper...