Job Description
Advisor Support Representative (Mutual Funds)
Key role in financial services focused on partner support, request resolution, and process optimization within a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.
What is in it for you:
• Annual salary between 60K-70K.
• Permanent full-time position.
• Flexible schedule with 2 remote workdays per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 additional days off during the Christmas holidays.
• Comprehensive group insurance coverage, 50% employer-paid (medical, dental, health spending account, telemedicine, and employee assistance program).
• Employer contribution to an RRSP program.
• 20% reimbursement of OPUS transit card costs (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices located in the heart of downtown Montreal, accessible by public transportation.
Responsibilities:
• Manage incoming requests by phone and email while meeting established service standards.
• Build and maintain strong professional relationships through personalized and responsive service.
• Analyze client needs and provide appropriate solutions or redirect requests to the relevant teams.
• Resolve requests efficiently by accurately interpreting information.
• Follow up with internal and external stakeholders until full resolution of cases.
• Escalate complex situations when required and ensure proper follow-up.
• Ensure compliance with internal policies and applicable regulatory requirements.
• Maintain accurate and up-to-date documentation in CRM systems and tools.
• Identify continuous improvement opportunities and contribute to the optimization of internal processes.
• Collaborate actively with various teams to ensure smooth and efficient service delivery.
What you need to succeed:
• Bachelor’s degree or college diploma.
• 2 years of experience in a similar role, ideally within the financial services industry.
• Good understanding of registered and non-registered investment products.
• IFIC or CSC certification (a strong asset).
• Knowledge of MFDA and IIROC regulations considered an asset.
• Excellent verbal and written communication skills.
• Strong customer service orientation and ability to manage multiple priorities simultaneously.
• Strong problem-solving and organizational skills.
• Ability to thrive in a fast-paced environment while maintaining a high level of accuracy.
• Initiative, autonomy, and strong sense of responsibility.
• Excellent interpersonal skills and ability to work collaboratively within a team.
• Effective time management skills and ability to perform under pressure.
• Ability to communicate effectively in both French and English, verbally and in writing, with partners, internal teams, and stakeholders located outside Quebec as part of request management and follow-ups.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.