Financial Advisor - Bilingual

Job summary

Manage client relationships and coordinate with internal bank teams to support mutual fund and registered-plan operations. Resolve client issues, provide guidance on bank policies and procedures, recommend process improvements, and represent the bank at client meetings and events.

Job details

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

What you’ll do

Manage client relationships and coordinate with internal bank teams to support mutual fund and registered-plan operations. Resolve client issues, provide guidance on bank policies and procedures, recommend process improvements, and represent the bank at client meetings and events.

Requirements

Requires a university degree, at least two years of brokerage or service-role experience, knowledge of industry regulations and operations, and experience with registered plans. An active Canadian Securities Course (CSC) certificate and French and English proficiency are required.

Listed skills

• French · Preferred
• Customer service · Preferred
• written communication · Preferred
• interpersonal skills · Preferred
• issue resolution · Preferred
• Client Relationship Management · Preferred
• Process Improvement · Preferred
• English · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Customer Service
• Mutual Fund Operations
• Registered Plans
• Regulatory Knowledge
• Operational Knowledge
• Issue Resolution
• Process Improvement
• Interpersonal Skills
• Oral Communication
• Written Communication
• French
• English

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales

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