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 chance, 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 functions
Foster robust relationships with clients through effective communication
Inform clients of relevant updates and service offerings




Address client issues swiftly and propose policy improvements
Collaborate with various operational teams for timely task execution

Requirements:
University degree with at least two years of relevant experience
Canadian Securities Course (CSC) preferred
Knowledge of regulatory practices within the industry
Strong oral and written skills in both French and English
Highly motivated and adaptable in a rapid-paced environment

Elevate client service and operational effectiveness with your expertise as a Financial Advisor.

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