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Added 31 mins ago
A
Directeur des opérations
Adecco
Dorval, QC
- Full-time
We are currently seeking an experienced Director of Operations to oversee the overall performance of a major strategic operation located in Montreal.
Added 31 mins ago
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Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the general supervision of the Director, Animal Resources Division (ARD), the incumbent is responsible for the management of the research animal facilities at the Montreal General…
Added 33 mins ago
HT
Trade Compliance Program Manager
Husky Technologies
Bolton, ON
- Full-time
As the Global Trade Compliance Program Manager, you will report to the Director, Global Trade Compliance & Customs and serve as the program lead for enterprise-wide trade compliance…
Added 33 mins ago
LM
Director of Surgical Operations
Lacroix Médecine Privée
Quebec, QC
- Full-time
…where clinical excellence, patient experience, and operational performance go hand in hand? Lacroix Private Medicine is seeking a Director of Surgical Operations to oversee the daily…
Added 33 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
The IT Director will therefore need to maintain close contact with the various business units and network teams to understand their needs, anticipate challenges, and ensure that…
Added 35 mins ago
J
Information Technology Delivery Manager
JobsMedia.io
Montreal, QC
- Full-time
Reporting to the Director of Information Technology (IT), the incumbent is responsible for planning, organizing, coordinating, and optimizing activities related to the delivery of…
Added 35 mins ago
EG
Health and Safety Specialist
Emterra Group
Surrey, BC
- Full-time
…and Minority Supplier Council (CAMSC) and the Canadian Women Business Enterprise National Council…
Added 35 mins ago
BC
Director, Communications and Engagement – Redevelopment Projects
Brant Community Healthcare System
Brantford, ON
- Full-time
…President, Strategy, Quality, Risk and Communications, the Director, Communications and Engagement – Redevelopment Projects provides strategic direction for all communications, interest…
Added 37 mins ago
BC
Quality and Patient Safety Consultant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Director, Quality, Patient Safety & Experience, this position collaborates with clinical and corporate leadership to work on initiatives targeting improvements in…
Added 37 mins ago
CD
Client Advisor, Vancouver
Christian Dior Couture
Vancouver, BC
- Full-time
…expertise and selling ceremonies, and contributing to boutique performance through a strategic, client-centric…
Added 37 mins ago
S
Senior Manager, AML Investigations - Canadian Banking
Scotiabank
Mississauga, ON
- Full-time
Build a high-performance environment by implementing a human resource strategy that retains, develops, and motivates your team, fostering an inclusive work environment; communicating…
Added 37 mins ago
WI
Geotechnical Engineering Manager
WSP in Canada
Vancouver, BC
- Full-time
…certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The wage range provided in this job posting may be subject to change…
Added 37 mins ago
WI
Geotechnical Engineering Manager
WSP in Canada
Vancouver, BC
- Full-time
…certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The wage range provided in this job posting may be subject to change…
Added 43 mins ago
EG
Health and Safety Specialist
Emterra Group
Surrey, BC
- Full-time
…and Minority Supplier Council (CAMSC) and the Canadian Women Business Enterprise National Council…
Added 43 mins ago
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Director, SOX
Brookfield
Toronto, ON
- Full-time
Working under the direction of the Vice President, the Director supervises and provides guidance to the audit team and is responsible for leading the internal control over financial…
Added 45 mins ago
S
Technicien.ne principal.e du support TI – Siège social // Senior HQ Support Technician
SSENSE
Montreal, QC
- Full-time
…au moyen d'outils modernes et de scripts pour accroître la performance globale, la sécurité et la disponibilité des…
Added 47 mins ago
N
Quality Assurance Specialist
Nordion
Ottawa, ON
- Full-time
Reporting to the Director of Quality, this role is responsible for managing and coordinating the Quality Management System, as well as ensuring all final product meets Nordion’s standards…
Added 50 mins ago
S
Revenue Enablement Lead
Semios
Vancouver, BC
- $95,000 to $115,000 CAD / year
- Full-time
As a champion for data-driven operational frameworks, you will align go-to-market (GTM) goals, elevate business performance tracking, and establish repeatable revenue processes across the…
Added 50 mins ago
J
Senior Director, Aftermarket Channel
Jobgether
Canada
- $176,000 to $220,000 USD / year
- Full-time
Oversee annual business planning, forecasting, pipeline management, and revenue performance across the aftermarket channel organization.
Added 50 mins ago
J
Electrical Commissioning Engineer
Jule
Toronto, ON
- Full-time
…control testing, and field troubleshooting, ensuring system performance, safety, and reliability. This role will be directly reporting into the Director of Hardware and supporting the…
Added 50 mins ago
GU
Director of Community Engagement and Nursing Workforce Development
Georgetown University
St. Mary's, NL · St Marys, NL
- Full-time
The Director of Community Engagement and Nursing Workforce Development provides strategic leadership in cultivating, expanding, and sustaining relationships with clinicians and professional…
Added 50 mins ago
E
Director Customer Operations
Ericsson
Toronto, ON
- Full-time
We are seeking a Director of Customer Operations to lead end‑to‑end operational excellence across Cloud Software & Services (CSS) engagements, for one of the leading customers in Canada.…
Added 50 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
The Director, Child Care Services is accountable for the overall leadership, vision, and management of the unit’s programs and contributes to the long-term planning required to achieve…
Added 50 mins ago
UO
Associate Director, Residence Life
University of Victoria
Victoria, BC
- Full-time
The Associate Director, Residence Life (ADRL), is a vital student affairs leader at the University of Victoria. As a student housing and community life professional, the ADRL has…
Added 50 mins ago
BC
Integration Developer
Bunzl Canada
Canada
- Full-time
This position requires a hands-on developer and systems thinker with strong technical skills and business systems integration experience in a multi-platform environment. It is not a role…

Archer

Financial Services Operations Clerk

Quebec, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 31, 2026
Experience: 1 to 2 years of experience; experience in the financial services industry is a plus
Posting language: English
Posted: Sep 4, 2026

Original job description

Join Archer as a Financial Services Operations Agent

Archer is an independent firm specializing in financial planning, portfolio management, and insurance for high-net-worth and wealthy clients.

Our mission: to maximize our clients’ wealth, optimize their tax situation, and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision, and a human-centered approach to design customized wealth management strategies.

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Mission statement

Reporting to the Director of Operations and Compliance, this position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer service.

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Job responsibilities

For Example, You Will Have To

Receive requests from advisors and initiate the various processes that follow
Process and verify service transactions until they are completed
Enter and update information in internal systems
Generate, submit, and file forms related to changes
Prepare DocuSign Electronic Signatures
Liaise with suppliers, customers, and external partners
Receive and prioritize front-line communications (calls and emails)
Work with the team to ensure thorough follow-up on cases
Participate in various projects and suggest ways to improve internal processes
Maintain a professional and efficient customer experience
Comply with data privacy and security standards

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Profile required

1 to 2 years of experience; experience in the financial services industry is a plus
AEC or DEC in business administration, finance, or a related field
Excellent command of written and spoken French
Proficiency in written and spoken English
Proficiency with the Office suite and technological literacy
Independence, reliability, and a systematic and organized approach
Rigor and attention to detail
Communication and teamwork skills
Ability to manage priorities and workload

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Compensation And Benefits

Bonus Based on Your Performance
Group Insurance and Pension Plans
Flexible vacation and time-off policies to better balance work and personal life
Training and development program
On-site parking

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Environment

Fair and equitable working conditions
A culture that fosters a sense of belonging and the development of skills
An available employer
Healthy communication
A spirit of teamwork and collaboration

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Apply now!

If you share our values of leadership, transparency, excellence, and teamwork; if you aspire to make a real difference; if you take pride in a job well done; and if you never lose sight of the quality of the customer experience - we’d love to meet you!

Please send us your resume by clicking the “Apply!” button on our website.

The masculine form is used only to make the text more readable.

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What is your current status in Canada? * Select an option Canadian citizenship Permanent residence Open work permits Other

Do you have a criminal record? * Select an option No, I have no criminal record Yes, I have a criminal record

What training relevant to the position have you completed? *

Apply About employer

More about this job

Responsibilities

Process and verify insurance and investment service transactions, update internal systems, prepare and file forms, and coordinate electronic signatures. Handle communications and case follow-up while supporting customers, collaborating with external partners, and contributing to process improvements.

Requirements

Requires 1–2 years of experience, with financial services experience considered an asset, and an AEC or DEC in business administration, finance, or a related field. Candidates should have strong written and spoken French and English, Microsoft Office proficiency, and an organized, reliable, detail-oriented approach with effective communication and prioritization skills.

Skills

Financial Operations
Insurance Operations
Investment Operations
Transaction Processing
Data Entry
Document Preparation
Electronic Signatures
Customer Service
Communication
Teamwork
Organization
Attention to Detail
Prioritization
Process Improvement
Microsoft Office
Data Privacy and Security

Benefits

Performance-Based Bonus
Group Insurance
Pension Plans
Flexible Vacation and Time Off
Training and Development Program
On-Site Parking

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Planning
Portfolio Management
Insurance
Wealth Management
Investment Operations
Insurance Operations
Service Transactions
Transaction Verification
Internal Systems
Form Preparation
Document Filing
DocuSign
Electronic Signatures
Customer Service
Supplier Coordination
External Partners
Calls and Emails
Case Follow-Up
Process Improvement
Data Privacy
Data Security
Microsoft Office
Business Administration
Finance

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