Launch your career as an assistant to financial advisors. Dive into the world of finance, engaging with clients and supporting advisors while maintaining a focus on service excellence. The role of Assistant involves supporting financial advisors in delivering high-quality client interactions without the pressure of sales targets.

Candidates should have knowledge of financial products and a willingness to learn. Previous experience in financial services or banking is highly advantageous. Key Responsibilities:

- Assist advisors with daily administrative tasks
- Maintain effective communication with clients
- Provide exceptional service through various channels
- Complete and double-check transaction documents
- Ensure compliance while managing client information

Requirements:

- 2-5 years of relevant financial service experience
- Coursework completion in securities or investment preferred
- Excellent command of French, both written and verbal
- Mastery of Office 365 essential for role
- Robust interpersonal and organizational skills

Step into a fulfilling role in finance, bringing service excellence to client interactions.

📌 Assistant Position for Financial Advisors with Client Service Focus (Montreal)
🏢 Elentia Consulting
📍 Montreal