Posted Mar 11, 2026
Statut : Temps plein Lieu : Hybride (3 jours par semaine au bureau) Département : Services aux conseillers Relève de : Superviseur.e, Expérience conseiller ou Opérations
À PROPOS DE PEAK
PEAK est le chef de file canadien en conseil financier entièrement indépendant, avec plus de 18 milliards de dollars d’actifs sous administration et 1 500 conseillers et employés à l’échelle nationale. Notre mission : améliorer la qualité de vie des Canadiens grâce à une meilleure utilisation de leur argent. LE RÔLE
Basé(e) à notre bureau de Montréal, à titre de Spécialiste, Services aux conseillers, tu feras partie de l’équipe des Services aux conseillers et agiras comme point de contact principal pour les conseillers PEAK. Plus qu’un rôle de support, il s’agit d’une opportunité de développer une expertise concrète dans l’industrie des services financiers, tout en étant directement exposé(e) aux réalités du terrain. RESPONSABILITÉS PRINCIPALES
KEY RESPONSABILITIES
Advisor Support & Client Service
Handle advisor inquiries through phone and email using various internal systems while meeting established service timelines. - Establish and maintain trusted relationships with advisors through responsive, personalized service. - Deliver a high-quality advisor experience by combining efficiency, strong relationship skills, and a solid understanding of needs and challenges. - Proactively identify advisor needs and provide guidance or direct requests to the appropriate internal teams. Inquiry Resolution & Coordination
Analyze and interpret information to effectively resolve advisor inquiries. - Go beyond task execution: understand situations holistically and provide tailored, effective solutions. - Perform follow-ups with internal teams and external partners to support advisor requests and ensure timely resolution. - Escalate complex situations when necessary and ensure proper follow-up until fully resolved. Compliance & Documentation
Ensure all activities comply with internal policies and regulatory requirements. - Maintain accurate and detailed documentation of advisor interactions in CRM and operational systems. Process Improvement & Collaboration
Contribute to improving service levels by reviewing processes and identifying opportunities for enhancement. - Foster collaboration between Advisor Services, Operations, and other internal departments to support efficient service delivery. PROFILE WE ARE LOOKING FOR
What we are primarily looking for
Education and experience
Key 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.
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