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Job title: Account Manager/Financial Advisor

Location: Montréal, QC H3C 1A3

Duration: 6 Months

Hybrid role: 4 days per week in the office

French and English required.

Active CSC Certificate Required.

Your Role

- Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.)
- Establish and maintain solid client relationships by coordinating efforts with various internal services and divisions of our bank.
- Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
- Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.
- Act as a liaison with various operational sectors of BANK to ensure tasks are carried out proactively and in a timely manner.
- Organize regular meetings with clients,



document ongoing operational and service issues regarding the client and BANK, investigate, track, and resolve.
- Provide clients with advice on BANK policies, procedures, and training that directly impact their firm.
- Provide process improvement recommendations that will enhance the overall business relationship with clients.
- Professionally represent BANK at client meetings and professional events.

Prerequisites:

- University degree with at least two years of experience in a brokerage or service role
- Knowledge of regulatory and operational aspects of the industry.
- Experience with registered plans (RESP, RRSP, RDSP etc)
- Active CSC (Canadian securities Course) Required.
- Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.
- Strong interpersonal skills
- Strong oral and written communication skills

📌 Financial Advisor - Bilingual (Montreal)
🏢 Infotree Global Solutions
📍 Montreal