Advisor Support Representative (Mutual Funds)

Recrute Action•Montreal, QC

4d•Hybrid

About The Position

Key role in financial services focused on partner support, request resolution, and process optimization within a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.

Requirements

Bachelor’s degree or college diploma.
2 years of experience in a similar role, ideally within the financial services industry.
Good understanding of registered and non-registered investment products.
Excellent verbal and written communication skills.
Strong customer service orientation and ability to manage multiple priorities simultaneously.
Strong problem-solving and organizational skills.
Ability to thrive in a fast-paced environment while maintaining a high level of accuracy.
Initiative, autonomy, and strong sense of responsibility.
Excellent interpersonal skills and ability to work collaboratively within a team.
Effective time management skills and ability to perform under pressure.
Ability to communicate effectively in both French and English, verbally and in writing, with partners, internal teams, and stakeholders located outside Quebec as part of request management and follow-ups.

Nice To Haves

IFIC or CSC certification (a strong asset).
Knowledge of MFDA and IIROC regulations considered an asset.

Responsibilities

Manage incoming requests by phone and email while meeting established service standards.
Build and maintain strong professional relationships through personalized and responsive service.
Analyze client needs and provide appropriate solutions or redirect requests to the relevant teams.
Resolve requests efficiently by accurately interpreting information.
Follow up with internal and external stakeholders until full resolution of cases.
Escalate complex situations when required and ensure proper follow-up.
Ensure compliance with internal policies and applicable regulatory requirements.
Maintain accurate and up-to-date documentation in CRM systems and tools.
Identify continuous improvement opportunities and contribute to the optimization of internal processes.
Collaborate actively with various teams to ensure smooth and efficient service delivery.

Benefits

Annual salary between 60K-70K.
Permanent full-time position.
Flexible schedule with 2 remote workdays per week.
3 weeks of vacation, 5 sick days, 1 personal day, and 2 additional days off during the Christmas holidays.
Comprehensive group insurance coverage, 50% employer-paid (medical, dental, health spending account, telemedicine, and employee assistance program).
Employer contribution to an RRSP program.
20% reimbursement of OPUS transit card costs (equivalent to 2 free months per year).
Regular social activities focused on health, wellness, and community involvement.
Professional development opportunities and internal career growth.
Modern offices located in the heart of downtown Montreal, accessible by public transportation.