Are you passionate about the financial sector, possess excellent interpersonal skills, and are highly comfortable with new technologies? A leading Canadian independent financial advisory firm is currently seeking an Advisor Services Specialist to join its dynamic team in Montreal. This unique, hybrid role combines approximately 70% B2B front-line support for financial professionals and 30% transactional operations on the stock markets. If you are looking for an innovative (AI-forward) and collaborative environment where your human touch will make a real difference, this Advisor Services Specialist position based in Montreal is the perfect opportunity to propel your career.
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Location : Montreal Downtown
Contract : Permanent
Mode : Hybrid (3 days on-site)
Schedule : 9-17, Monday-Friday
Salary : $60k-$70k
Advantages
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.
Responsibilities
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.
Qualifications
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.
Summary
Does this exciting challenge perfectly align with your professional aspirations? Do not wait any longer and send your resume now to the following address: juliette.urbain@randstad.ca.
Referral Program
Do you know the perfect candidate for this role? Our agency offers an advantageous referral bonus for any candidate recommendation leading to a successful hire. Share this opportunity within your network!
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
Are you passionate about the financial sector, possess excellent interpersonal skills, and are highly comfortable with new technologies? A leading Canadian independent financial advisory firm is currently seeking an Advisor Services Specialist to join its dynamic team in Montreal. This unique, hybrid role combines approximately 70% B2B front-line support for financial professionals and 30% transactional operations on the stock markets. If you are looking for an innovative (AI-forward) and collaborative environment where your human touch will make a real difference, this Advisor Services Specialist position based in Montreal is the perfect opportunity to propel your career.
Location : Montreal Downtown
Contract : Permanent
Mode : Hybrid (3 days on-site)
Schedule : 9-17, Monday-Friday
Salary : $60k-$70k
Advantages
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.
Responsibilities
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.
Qualifications
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.
Summary
Does this exciting challenge perfectly align with your professional aspirations? Do not wait any longer and send your resume now to the following address: juliette.urbain@randstad.ca.
Referral Program
Do you know the perfect candidate for this role? Our agency offers an advantageous referral bonus for any candidate recommendation leading to a successful hire. Share this opportunity within your network!
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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