Advisor, Collective Retirement Savings Expertise Montreal West

Take on the role of an Expert Support Advisor in Collective Retirement Savings, aligning technical onboarding with organizational strategies. Utilize your expertise to support member accounts. This role focuses on administrative coordination and advisory services for a dedicated client base. Youll be tasked with proposing improvements and developing alignment strategies. The position demands a robust understanding of complex retirement savings issues and effective communication with multiple stakeholders. Key Responsibilities: • Oversee the coordination of asset transfers • Facilitate data exchange with payroll service providers • Input and manage demographic and financial data assets • Create secure interfaces for client payroll systems • Assist in coordinating fund lineup change initiatives Requirements: • Hold a Bachelors degree in a related field • Four years of experience in retirement savings systems • Proficient in both French and English • Advanced Excel proficiency required Your analytical skills and client service expertise will be key to shaping our retirement savings solutions. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p4ftq