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Infotree Global Solutions

Financial Analyst

Montreal, QC, Canada

Contract

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Job details

Job type: Contract
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

Job Title: Account Manager

Duration: 12 Months

Location: Montreal, QC H3C 1A3

Job Description:

Description:

Bilingualism (EN/FR): mandatory

Description:

Main Responsibilities:

Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within
Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs.
Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery.
Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely manner
Provide clients with guidance on policies, procedures and training that directly impact their business
Provide process improvement recommendations that will enhance the overall business relationship with clients
Represent professionally in all internal activities

Qualifications:

University degree with a minimum of two years in a brokerage/service role
Canadian Securities Course (CSC) is considered an asset
Knowledge of the regulatory and legal aspects of the industry
Familiarity with Microsoft Office
Self-starter with the ability to work independently and also within a team environment
Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment
Strong interpersonal skills
Strong verbal and written communication skills

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More about this job

Responsibilities

Build and maintain client relationships, provide guidance on relevant policies and services, and coordinate with internal teams to deliver timely, high-quality service. Resolve client issues, keep clients informed, and recommend process and policy improvements to strengthen service delivery and business relationships.

Requirements

A university degree and at least two years of experience in a brokerage or service role are required; the Canadian Securities Course is an asset. Candidates should understand industry regulatory and legal requirements, be familiar with Microsoft Office, and demonstrate strong communication and interpersonal skills, initiative, and the ability to work independently and in a fast-paced team environment; English-French bilingualism is mandatory.

Skills

Customer Service
Issue Resolution
Process Improvement
Cross-Functional Coordination
Client Guidance
Knowledge of Regulatory and Legal Requirements
Microsoft Office
Independent Work
Teamwork
Interpersonal Communication
Verbal Communication
Written Communication
Bilingual English and French

Visa sponsorship

Not detected in the job text

Keywords

Account Management
Client Relationships
Customer Service
Brokerage
Financial Services
Banking
Investment Banking
Canadian Securities Course
Regulatory Requirements
Legal Requirements
Microsoft Office
Process Improvement
Policy and Procedure
Issue Resolution
Cross-Functional Coordination
Client Training
English-French Bilingualism

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