Bilingual Financial Services Consultant, Wealth, Client Services Centre

Infoempregos; Montreal; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team in a dynamic role focused on risk assessment for wealth clients. This position offers a unique opportunity to develop your skills in a supportive environment, where you can grow both personally and professionally. You will be responsible for assisting with administrative tasks, customer support, and organizing essential documents. The company values your development and provides various benefits, including career growth opportunities. If you are eager to learn and make a meaningful impact, this role is perfect for you.

Benefits

Transportation allowance

Meal allowance

Medical assistance

Career development opportunities

Qualifications

• Interest in learning and professional development.
• Ability to work as part of a team and independently.

Responsibilities

• Provide support in daily administrative tasks.
• Assist customers and record information accurately.
• Organize files and documents efficiently.

Skills

Basic communication skills

Organizational skills

Teamwork

Basic computer skills

Job description

Job Description:

Create a risk assessment profile for wealth clients to align their investments with their desired risk tolerance. Support a robust defined contribution pension plan.

If you are starting your career and looking for an opportunity to grow, our company offers a welcoming and challenging environment for your development.

Requirements:

• Interest in learning and professional development
• Basic communication and organizational skills
• Ability to work as part of a team and independently
• Basic computer skills

Responsibilities:

• Provide support in daily administrative tasks
• Assist customers and record information accurately
• Organize files and documents efficiently
• Support routine activities and various projects

Benefits:

• Transportation allowance
• Meal allowance
• Medical assistance
• Career development and professional growth opportunities