International Sales Manager expanding hurra.com’s Ads Defender click - fraud SaaS into new markets. Managing full - cycle sales from cold outreach through closing with German and English or French.
About the role
- BMO manager overseeing RDSP and RESP servicing for advisors, dealers, and internal teams. Resolving escalations and improving registered-plan processes in Canadian financial services.
Responsibilities
- Coordinate with Sales, Client Services, Fund Administration, Transfer Agency, and external agencies including ESDC and CRA to support Advisors, Dealers, and BMO Sales teams with RDSP and RESP servicing
- Act as the primary escalation point for complex RDSP and RESP servicing issues
- Provide hands-on support to Advisors and Dealers processing and administering RDSP and RESP plans
- Serve as the key contact for RDSP and RESP NIGO items and work with stakeholders to resolve issues
- Monitor, track, and analyze RDSP and RESP NIGOs to identify root causes and recurring issues
- Oversee RDSP and RESP activity and identify trends and systemic issues
- Coordinate scheduled communications to clients and Advisors with the Sales team and/or Contact Centre
- Recommend improvements to registered-plan servicing models, processes, and support
- Assist with developing and maintaining policies, procedures, and support materials for RDSP and RESP plans
- Collaborate with the Product Support team on RDSP/RESP issues and enhance registered-plan support materials
Requirements
- Strong knowledge of RDSP and RESP products, servicing requirements, and regulatory considerations
- Proven ability to manage escalations and resolve complex plan issues
- Strong coordination and relationship-management skills across multiple internal and external stakeholders
- Detail-oriented, with the ability to identify trends and systemic issues
- Excellent written and verbal communication skills
- Ability to work independently while operating effectively within a cross-functional team environment
- Experience supporting registered investment plans within the Canadian financial services industry
- Familiarity with Transfer Agency servicing models, dealer operations, and Advisor workflows
- Understanding of CRA and ESDC reporting and registration requirements for RDSPs and RESPs
- Typically between 4–6 years of relevant experience
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Knowledge of business analysis, project delivery practices, and standards across the project lifecycle
- Technical proficiency gained through education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
- In-depth data-driven decision-making skills
Benefits
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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