Bilingual Investment Specialist

Recrute Action•Montreal, QC

10d•CA$70,000 - CA$80,000•Hybrid

About The Position

In an innovative financial environment, this hybrid role combines advisor support (70%) and market activities (30%), including the execution of trades in equities, ETFs, and fixed income securities. Based in Montreal with a hybrid work model, it offers strong exposure to operations, compliance, and financial markets.

Requirements

Degree in finance, administration, or a related field.
Canadian Securities Institute (CSI) certification required, including completion of the Canadian Securities Course (CSC/CCVM) and the Conduct and Practices Handbook (CPH).
Completion of the CSI Investment Representative Training Program (30-day) required.
5 years of experience in the financial services industry, including experience in a similar role.
2 years of experience in equity trading, including ETFs and fixed income securities.
Strong knowledge of financial services, investment products, and market operations.
Excellent analytical, research, and problem-solving skills.
Strong organizational skills, ability to manage priorities, and high attention to detail.
Ability to perform under pressure in a fast-paced and evolving environment.
Autonomy, adaptability, and flexibility.
Strong interpersonal skills, teamwork, and a client service-oriented mindset, with frequent interactions via phone and email with advisors.
Bilingual in French and English to effectively communicate with advisors, clients, and internal and external partners, particularly in daily operations, trade execution, and handling requests across different jurisdictions.

Nice To Haves

CSI Investment Representative Training Program (90-day version considered an asset).

Responsibilities

Provide prompt, professional, and accurate service to advisors via phone and email.
Build strong relationships through personalized and proactive support.
Analyze and resolve issues while ensuring compliance with regulatory and internal requirements.
Train advisors on tools, procedures, and applicable rules.
Execute trades in equities, ETFs, bonds, and mutual funds, including large volumes.
Manage transactional operations, including transfers, estates, dividends, and other events.
Perform foreign exchange transactions and ensure position accuracy with internal teams and custodians.
Correct trade errors and perform required adjustments.
Manage corporate actions and new issues.
Maintain and update securities databases.
Contribute to continuous process improvement and collaborate with Operations, Compliance, and Finance teams.

Benefits

Annual salary between 70K-80K.
Full-time, permanent position.
Hybrid work model: 3 days in the office and 2 days remote.
Modern offices located in downtown Montreal, easily accessible by public transit.
20% reimbursement of OPUS transit card costs, equivalent to approximately 2 free months per year.
Group RRSP with employer contribution.
Comprehensive group insurance including medical, dental, health spending account, employee assistance program, and telemedicine, with 50% covered by the employer.
3 weeks of vacation, 5 sick days, 1 personal day, and 2 additional days during the holiday season.
Access to professional development opportunities, including ongoing training and internal career growth.
Regular social committee activities focused on well-being, overall health, and community engagement.