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Bilingual Onboarding Specialist

Canada, Montréal 60000.00 - 67000.00 CAD / Year · Job Posted July 06, 2026
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Job Description

We’re Hiring in Montreal! Our team is currently recruiting on behalf of a premier client—a top-tier financial institution consistently recognized as one of Canada’s Top 100 Employers and a leader in the wealth management sector. We are looking for a talented Bilingual Onboarding Specialist to join their growing wealth team for a regular, full-time position. This role is based in Montreal on a flexible hybrid schedule.

Job Responsibility

  • Document Processing: Prepare and process comprehensive client documentation, including account applications and asset transfer requests
  • Compliance & Coordination: Coordinate onboarding and account opening processes, ensuring data accuracy and strict compliance with regulatory frameworks
  • Verification: Diligently collect, review, and verify all essential client documentation
  • Proactive Monitoring: Monitor onboarding progress and proactively follow up with clients and advisors to clear pending items or resolve issues
  • Internal Collaboration: Work closely with the Wealth Advisor to satisfy client needs and requests in a timely manner
  • National Collaboration: Communicate regularly with English-speaking clients outside of Quebec to support the national network

Requirements

  • Minimum 1–2 years of professional work experience within the financial services sector (wealth management, brokerage, or banking)
  • Strict bilingualism in both English and French (verbal and written) is mandatory to support clients across Canada
  • University degree in business, commerce, finance, or equivalent professional experience
  • Successful completion of the Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) is required
  • Highly detail-oriented with superior organizational and prioritization skills
  • Exceptional writing, interpersonal, and client service skills
  • A collaborative team player who thrives in a fast-paced, evolving workspace

What we offer

  • Hybrid work model
  • Possibility of Yearly Salary increase
  • Benefits + RRSP contributions
  • Great working environment
  • Growth & advancement opportunities
  • Well known and reputable organization

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