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.

This six-month role involves partnering with various departments to enhance mutual fund operations and improve client relationships. 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 adaptable arrangements.

Key Responsibilities
Manage relationships with clients and internal departments
Provide timely updates on products and procedures to clients
Ensure prompt resolution of client issues and feedback recommendations




Liaise with operations for efficient task execution
Offer process improvement suggestions to enhance client relations

Requirements:
Degree with at least two years in brokerage or service roles
Canadian Securities Course (CSC) is beneficial
Knowledge of industry regulations and mutual fund operations
Proven ability to work as a team and independently
Solid 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