Investment Services Specialist Build your career in the banking industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience.

Enjoy a permanent full-time position with comprehensive benefits, a generous paid time off program, and a collaborative on-site work environment.

What is in it for you: •Annual salary of 65K-75K. • Permanent daytime position. • work week. • In office work, 5 days per week. • Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs. • Comprehensive benefits package. • Retirement plan after 6 months of service. • Employee share ownership program. • Employee wellness program. • Access to TELUS Health services. • 16 vacation days per year. • 5 personal days. • 10 paid sick days. • Reimbursement of job-related training expenses.

Responsibilities: • Deliver exceptional client service by supporting one or more investment advisors with periodic client portfolio reviews to validate client needs, risk profiles, and applicable investment programs. • Gather research and product information from internal and external sources. • Process client transactions according to client or advisor instructions. • Maintain current knowledge of regulations and trading activities applicable to client accounts. • Follow up with clients regarding outstanding regulatory documentation. • Maintain accurate client records and information in the appropriate systems. • Review daily transactions and data entries to ensure accuracy and timely processing. • Respond promptly to client inquiries, resolve issues, process transactions accurately, and escalate matters when required. • Issue instructions for withdrawals, deposits, swaps, and transfers in accordance with client or advisor directions. • Accurately document all client interactions.



• Understand the documentation requirements for various client account types. • Support marketing initiatives by identifying opportunities to gather additional assets or increase revenue from existing clients. • Assist with the organization of client events, including seminars, conferences, and appreciation events. • Maintain or coordinate electronic marketing activities. • Manage the approval process for marketing communications and mass mailings. • Support business growth by reviewing restricted accounts, monitoring commissions and payouts, and participating in the Bank referral process. • Prepare, analyze, and present reports, recommendations, financial plans or concepts, insurance proposals, and annual transaction summaries for advisor review. • Recommend improvements to operational processes, client value creation, and the effective use of specialist teams. • Build effective working relationships with team members and internal partners. • Actively participate in team meetings, share knowledge, and contribute to the development of team members. • Perform all duties in compliance with applicable regulations, internal policies and procedures, compliance requirements, and risk management practices.

What you will need to succeed: • Postsecondary diploma. • Meet all applicable education, examination, and training requirements to obtain licensing and registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO). • 1 year of experience in a similar role. • Bilingual in English and French to support investment advisors and provide client service in both languages. • Excellent verbal and written communication skills. • Strong organizational skills. • Ability to take initiative and work independently. • Ability to meet deadlines. • Understanding of industry regulations or the organization's compliance requirements. • Ability to follow advisor instructions regarding client trading activities.

📌 Investment Services Specialist (Montreal)
🏢 Recrute Action
📍 Montreal