Spécialiste, Services aux conseillers / Specialist, Advisor Services

PEAK Financial Group • Montreal, QC

103d • Hybrid

About The Position

Based in our Montreal office, as a Specialist, Advisor Services, you will be part of the Advisor Service team and act as a primary point of contact for PEAK Advisors. You will provide efficient, comprehensive and professional support while ensuring a high level of service accessibility through phone and email interactions.
You will contribute to maintaining strong service accessibility by responding to advisor requests in a timely manner and supporting established service-level standards.

Requirements

• Strong understanding of registered and non-registered investment products (RRIF, RRSP, LIF, LIRA, etc.).
• Excellent ability to communicate effectively, both verbally and in writing.
• Strong customer service orientation and ability to manage multiple priorities.
• Ability to work in a fast-paced environment while maintaining a high level of attention to detail.
• Strong problem-solving and organizational skills.
• High school diploma and 2–3 years of experience in a similar role within the financial services industry.
• Demonstrate independence, creativity, and initiative.
• Ability to understand the company’s architecture and business objectives.
• Strong interpersonal skills and demonstrated team spirit.
• Effective time management and ability to work under pressure in a demanding environment.
• Commitment to delivering value-added service.

Nice To Haves

• Knowledge of MFDA and IIROC regulations (an asset).
• Knowledge of registered investment products (an asset).

Responsibilities

• Handle advisor inquiries through phone and email using various internal systems while meeting established service timelines.
• Establish and maintain trusted relationships with advisors through responsive, personalized service.
• Proactively identify advisor needs and provide guidance or direct requests to the appropriate internal teams.
• Analyze and interpret information to effectively resolve advisor inquiries.
• Perform follow-ups with internal teams and external partners to support advisor requests and ensure timely resolution.
• Escalate complex situations when necessary and ensure proper follow-up until fully resolved.
• Ensure all activities comply with internal policies and regulatory requirements.
• Maintain accurate and detailed documentation of advisor interactions in CRM and operational systems.
• Contribute to improving service levels by reviewing processes and identifying opportunities for enhancement.
• Foster collaboration between Advisor Services, Operations, and other internal departments to support efficient service delivery.

Benefits

• 2 remote work days per week.
• 3 weeks vacation + 5 sick days per year + 1 personal day + 2 days at Christmas.
• Comprehensive group insurance (health, dental, health spending account, employee assistance program, telemedicine) 50% paid by the employer.
• RRSP program with employer contribution.
• 20% reimbursement of the OPUS transit card by the employer (equivalent to 2 free months per year).
• Community involvement and corporate support for cancer research and other charities.
• Frequent events organized by the social committee, focused on employee well-being, physical and mental health, and community engagement.
• Encouragement of personal development through training and internal advancement.
• Modern offices with a view, in the heart of downtown Montreal, easily accessible by public transit.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED