Specialist Advisor Services

• Act as a trusted point of contact and generalist to respond to various requests from independent financial advisors via phone and email
• Support and guide business partners on the use of internal platforms, administrative procedures, compliance, and account management
• Collaborate daily with internal teams (operations, transfers, money movements, compliance) to ensure rigorous follow-up and efficiently close each file
• Actively participate in the transactional side by executing operations on financial markets (stocks, ETFs, bonds, mutual funds) and performing necessary foreign exchange (FX) currency conversions
• Contribute to the continuous improvement of operational processes and participate in integrating artificial intelligence tools (such as ChatGPT) to optimize daily work

• Previous experience in a customer service or operational support role, ideally within the financial services, banking, or brokerage industry
• Fluent and professional bilingualism (French and English), both spoken and written, to communicate easily with a clientele spread across Canada
• Strong technological proficiency and an active curiosity toward digital tools and artificial intelligence
• Completion of the Canadian Securities Course (CSC) or CSI certification is a major asset, but an open mind and strong learning potential are highly prioritized

Completion of the Canadian Securities Course (CSC) or CSI certification

• Competitive salary between $60,000 and $70,000 per year, based on experience
• Comprehensive annual bonus based on overall company performance and growth
• Advantageous hybrid work model: 3 days per week in-office in downtown Montreal and 2 days remote
• 3 weeks of annual vacation, supplemented by 5 sick days, 1 personal day, and 2 days off offered during the holiday season
• Comprehensive group insurance program (medical, dental, health spending account, telemedicine, and employee assistance program) 50% employer-paid
• Group RRSP plan with employer contribution to support your future projects
• 20% reimbursement of your OPUS card (equivalent to 2 free months per year)
• Structured and complete 8-week integration and training program to ensure your success from day one
• Modern and stimulating offices with a breathtaking view, located right in the heart of the city