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Détails du poste
- Lieu de travail : Montreal (Hybride)
- Type de poste : Permanent à temps plein
- Salaire : 60 000$ - 70 000$ /an
- Horaire de travail : Horaire flexible
Investment Advisor Services Specialist (Investments)
A key role in financial services focused on supporting partners, resolving requests, and optimizing processes in a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.
What is in it for you:
• Annual salary between 60K-70K.
• Permanent full-time position.
• Flexible schedule with 2 remote days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
• Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
• Employer contribution to a retirement savings plan (RRSP).
• 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices in the heart of downtown Montréal, easily accessible by public transit.
Responsibilities:
• Manage incoming requests by phone and email while meeting established service standards
• Build and maintain strong professional relationships through responsive, personalized service
• Analyze needs and provide appropriate solutions or redirect requests to the relevant teams
• Resolve requests efficiently by interpreting information with accuracy and attention to detail
• Ensure follow-ups with internal and external stakeholders until full resolution of cases
• Escalate complex situations when required and ensure proper follow-up
• Ensure compliance with internal policies and regulatory requirements
• Maintain accurate and up-to-date documentation in CRM systems and tools
• Identify opportunities for continuous improvement and contribute to process optimization
• Actively collaborate with various teams to ensure seamless and efficient service delivery
What you need to succeed:
• High school diploma required
• 2-3 years of experience in a similar role, ideally in the financial services industry
• Good understanding of registered and non-registered investment products
• Knowledge of MFDA and IIROC regulations is an asset
• Excellent verbal and written communication skills
• Strong service orientation and ability to manage multiple priorities simultaneously
• Strong problem-solving and organizational skills
• Ability to work in a fast-paced environment with a high level of accuracy
• Initiative, autonomy, and a strong sense of responsibility
• Excellent interpersonal skills and ability to work in a team
• Effective time management and ability to perform under pressure
• Ability to communicate effectively in both French and English, verbally and in writing, with partners, internal teams, and stakeholders outside Quebec as part of request management and follow-ups
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
A key role in financial services focused on supporting partners, resolving requests, and optimizing processes in a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.
What is in it for you:
• Annual salary between 60K-70K.
• Permanent full-time position.
• Flexible schedule with 2 remote days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
• Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
• Employer contribution to a retirement savings plan (RRSP).
• 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices in the heart of downtown Montréal, easily accessible by public transit.
Responsibilities:
• Manage incoming requests by phone and email while meeting established service standards
• Build and maintain strong professional relationships through responsive, personalized service
• Analyze needs and provide appropriate solutions or redirect requests to the relevant teams
• Resolve requests efficiently by interpreting information with accuracy and attention to detail
• Ensure follow-ups with internal and external stakeholders until full resolution of cases
• Escalate complex situations when required and ensure proper follow-up
• Ensure compliance with internal policies and regulatory requirements
• Maintain accurate and up-to-date documentation in CRM systems and tools
• Identify opportunities for continuous improvement and contribute to process optimization
• Actively collaborate with various teams to ensure seamless and efficient service delivery
What you need to succeed:
• High school diploma required
• 2-3 years of experience in a similar role, ideally in the financial services industry
• Good understanding of registered and non-registered investment products
• Knowledge of MFDA and IIROC regulations is an asset
• Excellent verbal and written communication skills
• Strong service orientation and ability to manage multiple priorities simultaneously
• Strong problem-solving and organizational skills
• Ability to work in a fast-paced environment with a high level of accuracy
• Initiative, autonomy, and a strong sense of responsibility
• Excellent interpersonal skills and ability to work in a team
• Effective time management and ability to perform under pressure
• Ability to communicate effectively in both French and English, verbally and in writing, with partners, internal teams, and stakeholders outside Quebec as part of request management and follow-ups
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
