Financial Advisor - Bilingual

Job Description:

Job title: Account Manager/Financial Advisor

Location: Montréal, QC H3C 1A3

Duration: 6 Months

Hybrid role: 4 days per week in the office

French and English required.

Active CSC Certificate Required.

Your Role:

• Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.)

• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of our bank.

• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.

• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.

• Act as a liaison with various operational sectors of BANK to ensure tasks are carried out proactively and in a timely manner.

• Organize regular meetings with clients, document ongoing operational and service issues regarding the client and BANK, investigate, track, and resolve.

• Provide clients with advice on BANK policies, procedures, and training that directly impact their firm.

• Provide process improvement recommendations that will enhance the overall business relationship with clients.

• Professionally represent BANK at client meetings and professional events.

Prerequisites:

• University degree with at least two years of experience in a brokerage or service role

• Knowledge of regulatory and operational aspects of the industry.

• Experience with registered plans (RESP, RRSP, RDSP etc)

• Active CSC (Canadian securities Course) Required.

• Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.

• Strong interpersonal skills

• Strong oral and written communication skills