Financial Advisor

Infotree Global Solutions; Montreal (administrative region); Hybrid; CAD 60,000 - 80,000; Full time

Job summary

Infotree Global Solutions is seeking a professional in Montreal, QC, for a 6-month role focused on mutual fund operations. The successful candidate will manage client relationships, ensuring a high level of service and proactive resolution of issues. Ideal candidates will possess a university degree, expertise in mutual funds, and strong communication skills in both French and English.

This position promotes a healthy work-life balance with flexible hybrid work arrangements.

Qualifications

• At least two years of experience in a brokerage or service role.
• Demonstrated expertise in mutual fund operations.
• Strong oral and written communication skills in French and English.

Responsibilities

• Understand the structure and procedures for mutual fund operations.
• Establish and maintain strong client relationships.
• Ensure a high level of client service and resolution of issues.

Skills

Mutual fund operations

Client relationship management

Regulatory knowledge

Strong communication skills

Team collaboration

Education

University degree

Canadian Securities Course (CSC)

Job description

Duration: 6 Months

Location: Montreal, QC H3C 1A3

Job Description

Your role

• Understand the structure and procedures for mutual fund operations (back office operations).
• Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions
• Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.
• Ensure the prompt and complete resolution of all client issues and recommend improvements to policies and procedures with the ultimate goal of continuously improving our service delivery.
• Act as a liaison with various operational areas to ensure tasks are completed proactively and in a timely manner.
• Provide clients with guidance on policies, procedures, and training that directly impact their firm.
• Provide process improvement recommendations that will enhance the overall business relationship with clients.

Your Team

• The Account Manager is part of a dynamic team known for its exceptional collaboration in an environment that empowers you to excel. You'll have the opportunity to learn and grow within a team that values client satisfaction, performance, and innovation.
• We aim to offer you maximum flexibility in your work to promote a healthy work-life balance. This includes hybrid work arrangements (in the office and remotely), flexible work schedules to balance professional and personal life, and time off at key moments.

Requirements

• University degree with at least two years of experience in a brokerage or service role
• Canadian Securities Course (CSC) is a definite asset
• Knowledge of the regulatory aspects of the industry
• Demonstrated expertise in mutual fund operations
• Self‑motivated and able to work independently and as part of a team
• Highly motivated and enthusiastic individual with a positive attitude who can thrive in a fast‑paced, high‑volume environment
• Strong interpersonal skills
• Strong oral and written communication skills in French and English