Investment Advisor Services Specialist (Investments)

Recrute Action•Montreal, QC

11d•CA$60,000 - CA$70,000•Hybrid

About The Position

A key role in financial services focused on supporting partners, resolving requests, and optimizing processes in a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.

Requirements

High school diploma required
2-3 years of experience in a similar role, ideally in the financial services industry
Good understanding of registered and non-registered investment products
Excellent verbal and written communication skills
Strong service orientation and ability to manage multiple priorities simultaneously
Strong problem-solving and organizational skills
Ability to work in a fast-paced environment with a high level of accuracy
Initiative, autonomy, and a strong sense of responsibility
Excellent interpersonal skills and ability to work in a team
Effective time management 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 outside Quebec as part of request management and follow-ups

Nice To Haves

Knowledge of MFDA and IIROC regulations is an asset

Responsibilities

Manage incoming requests by phone and email while meeting established service standards
Build and maintain strong professional relationships through responsive, personalized service
Analyze needs and provide appropriate solutions or redirect requests to the relevant teams
Resolve requests efficiently by interpreting information with accuracy and attention to detail
Ensure follow-ups 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 regulatory requirements
Maintain accurate and up-to-date documentation in CRM systems and tools
Identify opportunities for continuous improvement and contribute to process optimization
Actively collaborate with various teams to ensure seamless and efficient service delivery

Benefits

Annual salary between 60K-70K.
Permanent full-time position.
Flexible schedule with 2 remote days per week.
3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
Employer contribution to a retirement savings plan (RRSP).
20% reimbursement on OPUS transit card (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 in the heart of downtown Montréal, easily accessible by public transit.