Financial Advisor

Duration: 6 Months

Location: Montreal, QC H3C 1A3

Job Description

Your role

• Understand the structure and procedures for mutual fund operations (back office operations).
• Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions
• Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.
• Ensure the prompt and complete resolution of all client issues and recommend improvements to policies and procedures with the ultimate goal of continuously improving our service delivery.
• Act as a liaison with various operational areas to ensure tasks are completed proactively and in a timely manner.
• Provide clients with guidance on policies, procedures, and training that directly impact their firm.
• Provide process improvement recommendations that will enhance the overall business relationship with clients.

Your Team

• The Account Manager is part of a dynamic team known for its exceptional collaboration in an environment that empowers you to excel. You'll have the opportunity to learn and grow within a team that values client satisfaction, performance, and innovation.
• We aim to offer you maximum flexibility in your work to promote a healthy work-life balance. This includes hybrid work arrangements (in the office and remotely), flexible work schedules to balance professional and personal life, and time off at key moments.

Requirements

• University degree with at least two years of experience in a brokerage or service role
• Canadian Securities Course (CSC) is a definite asset
• Knowledge of the regulatory aspects of the industry
• Demonstrated expertise in mutual fund operations
• Self‑motivated and able to work independently and as part of a team
• Highly motivated and enthusiastic individual with a positive attitude who can thrive in a fast‑paced, high‑volume environment
• Strong interpersonal skills
• Strong oral and written communication skills in French and English

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