Spécialiste, services aux conseillers et négociateur de marché / Specialist, Advisor Services & Market Trader

Advisor & Client Support

• Provide prompt, professional, and accurate service by phone and email
• Build and maintain strong relationships with advisors through personalized support
• Analyze and resolve issues while ensuring compliance with regulatory requirements and internal policies
• Train both new and existing advisors on systems, tools, and general rules

Trading & Transaction Operations

• Execute trades (equities, ETFs, bonds, mutual funds) for advisors and portfolio managers
• Manage operations for the direct (non-advised) division, including client service
• Work closely with Operations and custodians to ensure positions are reconciled at all times
• Process transactions related to transfers, estates, dividend reinvestments, and other events
• Perform foreign exchange (FX) transactions across all divisions
• Correct trade errors and perform required adjustments between client accounts and error accounts
• Manage corporate actions and new issues (e.g., flow-through shares)
• Maintain and update the securities database (equities, ETFs, bonds)

Continuous Improvement & Collaboration

• Participate in cross-functional projects
• Contribute to process improvements and service level enhancements
• Collaborate closely with Advisor Services, Operations, Compliance, Finance, and other teams

Profile Sought

• 3 to 5 years of experience in a similar role within the financial services industryStrong client service orientation (frequent calls and emails with advisors)Good knowledge of the financial services industry, investment products, and market operations
• Experience in equity trading (an asset)
• Excellent communication skills in both French and English, both spoken and written
• CSI certification – Investment Representative Training Program (30-day requirement mandatory; 90-day completion considered an asset), or successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)

Success Factors

• Strong analytical, research, and problem-solving skills
• Excellent organizational and time management abilities
• High level of accuracy and attention to detail
• Strong interpersonal skills and teamwork mindset
• Ability to perform under pressure in a fast-paced environment
• Autonomy and ability to work independently
• Adaptability and flexibility

What We Offer

• Hybrid work model: 3 days in-office, 2 days remote per week
• 3 weeks of vacation + 5 sick days + 1 personal day + 2 days during the holiday season
• Comprehensive group insurance (health, dental, health spending account, employee assistance program, telemedicine), 50% employer-paid
• Group RRSP with employer contribution
• 20% OPUS card reimbursement (equivalent to ~2 free months per year)
• Frequent social events focused on wellness, community involvement, and team engagement
• Ongoing learning and internal career development opportunities
• Modern offices in downtown Montreal, easily accessible by public transit

Language Requirements

• French is required for positions based in Quebec to communicate with colleagues and local partners. French training may be offered if needed.
• English is required for this role to communicate with clients and partners located primarily outside Quebec.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.