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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