Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support. Drive service excellence within a hybrid work environment. This six-month role involves partnering with various departments to enhance mutual fund operations and improve client relationships.

You will inform clients about new developments while ensuring timely resolution of issues and improving service processes. This position supports both professional growth and work-life balance through flexible arrangements. Key Responsibilities:

- Manage relationships with clients and internal departments
- Provide timely updates on products and procedures to clients
- Ensure prompt resolution of client issues and feedback recommendations




- Liaise with operations for efficient task execution
- Offer process improvement suggestions to enhance client relations

Requirements:

- Degree with at least two years in brokerage or service roles
- Canadian Securities Course (CSC) is beneficial
- Knowledge of industry regulations and mutual fund operations
- Proven ability to work as a team and independently
- Robust oral and written communication skills in both French and English

Capitalize on your investment advisory expertise to elevate service delivery at Independent Network.

📌 Client-Focused Investment Advisor Opportunity (Montreal)
🏢 Infotree Global Solutions
📍 Montreal