Client-Focused Investment Advisor Opportunity (Montreal)

Client-Focused Investment Advisor Opportunity (Montreal)

17 Oct
|
Infotree Global Solutions
|
Montreal

17 Oct

Infotree Global Solutions

Montreal

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 workplace. You will inform clients about new developments while ensuring timely resolution of issues and improving service processes.

This position supports both professional growth and work-life balance through flexible arrangements. Offer process improvement suggestions to enhance client relations Degree with at least two years in brokerage or service roles Strong oral and written communication skills in both French and English Capitalize on your investment advisory expertise to elevate service delivery at Independent Network.

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

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