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.
...
Position: Bilingual Onboarding specialist - Permanent full time.
Location: Must be local to the Montreal or surrounding area.
Hours of Operation:
Monday - Friday
8:30AM - 5:00PM
Salary - 65,000 - 70,000 Yearly
Advantages
Don't miss out ! These would be your advantages:
- Hybrid work model
- Possibility of Yearly Salary increase
- Benefits + RRSP contributions
- Great working environment
- Growth & advancement opportunities
- Well known and reputable organization
Responsibilities
Responsibilities for the Bilingual Onboarding specialist includes (but are not limited to):
-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.
Qualifications
-Experience: Minimum 1–2 years of professional work experience within the financial services sector (wealth management, brokerage, or banking).
-Languages: Strict bilingualism in both English and French (verbal and written) is mandatory to support clients across Canada.
-Education: University degree in business, commerce, finance, or equivalent professional experience.
-Certifications: Successful completion of the Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) is required.
-Key Expertise: * 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.
Summary
Our client operates in Canada. The company takes all reasonable measures to limit the number of positions in Quebec that require knowledge of a language other than French, demanding it only when necessary and when its existing bilingual employees are unable to fulfill those duties.
Based on an assessment conducted by our client, it has been determined that this position requires candidates to be fluent in English (both spoken and written). Specifically, this position will require the employee to communicate with English-speaking partners located outside of Quebec on a regular basis.
How to apply:
This role will not be available for long! Interviews happening now!
If you or someone you know is interested in this opportunity, please apply by following 1 of the following options:
1. apply online on www.randstad.ca or
2. send your current up-to-date resume to melissa.banduenga@randstad.ca
Position is dependent on clear criminal and credit background check
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
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.
Position: Bilingual Onboarding specialist - Permanent full time.
Location: Must be local to the Montreal or surrounding area.
Hours of Operation:
Monday - Friday
8:30AM - 5:00PM
Salary - 65,000 - 70,000 Yearly
Advantages
Don't miss out ! These would be your advantages:
- Hybrid work model
- Possibility of Yearly Salary increase
- Benefits + RRSP contributions
- Great working environment
- Growth & advancement opportunities
- Well known and reputable organization
Responsibilities
Responsibilities for the Bilingual Onboarding specialist includes (but are not limited to):
-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.
Qualifications
-Experience: Minimum 1–2 years of professional work experience within the financial services sector (wealth management, brokerage, or banking).
-Languages: Strict bilingualism in both English and French (verbal and written) is mandatory to support clients across Canada.
-Education: University degree in business, commerce, finance, or equivalent professional experience.
-Certifications: Successful completion of the Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) is required.
-Key Expertise: * 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.
Summary
Our client operates in Canada. The company takes all reasonable measures to limit the number of positions in Quebec that require knowledge of a language other than French, demanding it only when necessary and when its existing bilingual employees are unable to fulfill those duties.
Based on an assessment conducted by our client, it has been determined that this position requires candidates to be fluent in English (both spoken and written). Specifically, this position will require the employee to communicate with English-speaking partners located outside of Quebec on a regular basis.
How to apply:
This role will not be available for long! Interviews happening now!
If you or someone you know is interested in this opportunity, please apply by following 1 of the following options:
1. apply online on www.randstad.ca or
2. send your current up-to-date resume to melissa.banduenga@randstad.ca
Position is dependent on clear criminal and credit background check
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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