New Accounts Representative

Location: Markham, Ontario, Hybrid, 2 days on-site
Language: Strong written and spoken English required
Duration: 6-7 months contract

About the Opportunity

Our client in the financial services sector is seeking a detail-oriented New Accounts Representative to join their Registered Plans team. In this fast-paced environment, you will play an important role in supporting the onboarding of new advisors while ensuring a seamless experience for clients and internal stakeholders. Your work will directly contribute to maintaining the integrity, accuracy, and efficiency of registered investment products.

You will collaborate closely with advisors, operations teams, and head office partners to manage requests and ensure inquiries are resolved promptly and accurately. This is an opportunity for someone who thrives in a service-focused role and enjoys being part of a team dedicated ...