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 skilled growth and work-life balance through flexible arrangements.Key Responsibilities:Manage relationships with clients and internal departmentsProvide timely updates on products and procedures to clientsEnsure prompt resolution of client issues and feedback recommendationsLiaise with operations for efficient task executionOffer process improvement suggestions to enhance client relationsRequirements:Degree with at least two years in brokerage or service rolesCanadian Securities Course (CSC) is beneficialKnowledge of industry regulations and mutual fund operationsProven ability to work as a team and independentlyStrong oral and written communication skills in both French and EnglishCapitalize on your investment advisory expertise to elevate service delivery at Independent Network.

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