Take your career to the next level as a Financial Advisor in Montreal, QC. Focus on enhancing client experiences through effective communication and operational excellence in mutual fund services. In this 6-month opportunity, you'll work with clients to strengthen relationships while handling inquiries and providing crucial guidance on policies and procedures.

Your role includes recommending improvements to enhance service and ensuring efficient task completion across operational areas.

Key Responsibilities





- Grasp mutual fund operations and back office functions • Foster solid relationships with clients through effective communication • Inform clients of relevant updates and service offerings • Address client issues swiftly and propose policy improvements • Collaborate with various operational teams for timely task execution Requirements:
- University degree with at least two years of relevant experience • Canadian Securities Course (CSC) preferred • Knowledge of regulatory practices within the industry • Strong oral and written skills in both French and English • Highly motivated and adaptable in a fast-paced environment Elevate client service and operational effectiveness with your expertise as a Financial Advisor.

📌 Experienced Financial Advisor in QC (Montreal)
🏢 Infotree Global Solutions
📍 Montreal