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 functionsFoster strong relationships with clients through effective communicationInform clients of relevant updates and service offeringsAddress client issues swiftly and propose policy improvementsCollaborate with various operational teams for timely task executionRequirements:University degree with at least two years of relevant experienceCanadian Securities Course (CSC) preferredKnowledge of regulatory practices within the industryStrong oral and written skills in both French and EnglishHighly motivated and adaptable in a rapid-paced environmentElevate client service and operational effectiveness with your expertise as a Financial Advisor.

📌 Experienced Financial Advisor In Qc (Montreal)
🏢 Infotree Global Solutions
📍 Montreal