Build your career in the banking industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive benefits, a generous paid time off program, and a collaborative in office work environment.

On-site work, 5 days per week.

- Retirement plan after 6 months of service.
- 16 vacation days per year.
- Reimbursement of job-related training expenses.

Deliver exceptional client service by supporting one or more investment advisors with periodic client portfolio reviews to validate client needs, risk profiles, and applicable investment programs.

Process client transactions according to client or advisor instructions.

Maintain current knowledge of regulations and trading activities applicable to client accounts.

Follow up with clients regarding outstanding regulatory documentation.

Maintain accurate client records and information in the appropriate systems.

Review daily transactions and data entries to ensure accuracy and timely processing.

Issue instructions for withdrawals, deposits, swaps, and transfers in accordance with client or advisor directions.





Understand the documentation requirements for various client account types.

Support marketing initiatives by identifying opportunities to gather additional assets or increase revenue from existing clients.

Assist with the organization of client events, including seminars, conferences, and appreciation events.

Support business growth by reviewing restricted accounts, monitoring commissions and payouts, and participating in the Bank referral process.

Prepare, analyze, and present reports, recommendations, financial plans or concepts, insurance proposals, and annual transaction summaries for advisor review.

Perform all duties in compliance with applicable regulations, internal policies and procedures, compliance requirements, and risk management practices.

Meet all applicable education, examination, and training requirements to obtain licensing and registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO).

- Bilingual in English and French to support investment advisors and provide client service in both languages.

📌 Investment Service Specialist (Montreal)
🏢 Recruit Action
📍 Montreal