Spécialiste, Services aux conseillers / Specialist, Advisor Services

What we are primarily looking for

• Strong customer service orientation and excellent communication skills
• Ability to learn quickly in a dynamic environment
• Analytical mindset and strong prioritization skills

Education and experience

• High school diploma and 2 to 3 years of experience in customer service
• Work experience in the financial sector, specifically with mutual funds
• Good understanding of registered and non-registered investment products (RRIF, RRSP, LIF, LIRA, etc.)
• Knowledge of MFDA and IIROC regulations (an asset)
• Knowledge of registered investment products (an asset)

Key skills

• Excellent verbal and written communication skills
• Ability to manage multiple requests simultaneously
• Strong organizational skills, attention to detail and rigor
• Team-oriented with strong collaboration skills

WHAT WE OFFER

• 2 remote work days per week. - 3 weeks vacation + 5 sick days per year + 1 personal day + 2 days at Christmas. - Comprehensive group insurance (health, dental, health spending account, employee assistance program, telemedicine) 50% paid by the employer. - RRSP program with employer contribution. - 20% reimbursement of the OPUS transit card by the employer (equivalent to 2 free months per year). - Community involvement and corporate support for cancer research and other charities. - Frequent events organized by the social committee, focused on employee well-being, physical and mental health, and community engagement. - Encouragement of personal development through training and internal advancement. - Modern offices with a view, in the heart of downtown Montreal, easily accessible by public transit. LANGUAGE REQUIREMENTS

• Knowledge of French is required for positions permanently located in Quebec so incumbents can communicate with their colleagues and suppliers in Quebec as necessary. French-language training may be offered to all incumbents in permanent positions in Quebec who do not have a good knowledge of French. - English is required for this position in order to communicate with clients and partners many of whom are located outside Quebec.