Relationship Manager, TSX Trust
Core
Key relationship management contact for investment dealers, handling daily administration of registered plan accounts, ensuring policy compliance, and managing client escalations.
Role type
Senior Relationship Manager (Registered Products)
Builds
Registered plan accounts and related financial services for investment dealers
Domain
Financial Services / Capital Markets / Retirement Products
Deliverable
client delivery
Required skills
retirement product knowledge (RRSP, TFSA, RRIF, RESP), registered plan administration, regulatory compliance (CRA, pension commissions), account statement preparation, billing processing, interest calculation, policy interpretation, client relationship management, document analysis, task prioritization
Preferred skills
estate & trust experience, pension product expertise, corporate/institutional client management, sales experience, bilingualism (English/French)
Technologies
Google Enterprise products, Microsoft Office (Word, Excel, PowerPoint), Adobe Acrobat
Responsibilities
Respond to client queries on registered plan administration and locked-in accounts; Liaise with CRA and provincial regulators for documentation; Process monthly billing and interest payments; Monitor legislative updates and advise management; Update internal/external administration guides; Ensure receipt of compliance certificates and tax remittances; Draft audit responses; Follow up on overdue invoices
Seniority
Mid-Senior, hands-on IC